Good morning.
The Fast Five → Bitcoin tanks to $60K, Strategy’s $12B loss headlines crypto’s worst day since ‘22 crash, WH launches direct-to-consumer drug site TrumpRx, Anthropic’s new model performs financial research, and investors hunt for bargains after ‘software‑mageddon’…
Calendar: Full Calendar »
Today:
Non-Farm Employment, 8:30A
Unemployment Rate, 8:30A
Monday:
None watched
Your 5-minute briefing for Friday, Feb 6:
BEFORE THE OPEN
As of market close 2/5/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 44.40% for Week of JAN 29 2026
Previous week: 49.50%
Market Wrap:
Futures slid Dow -168, S&P -0.6%, Nasdaq 100 -1.1%
Amazon plunged 11% after earnings and $200B capex guidance
Thursday sold off Dow/S&P -1.2% and Nasdaq -1.6%
Software rout deepened with IGV -5% and -11% on the week
Risk-off spread with bitcoin -16% and metals weak
EARNINGS
No earnings watched today. Full earnings calendar »
Is It Time to Sell Your Stocks?
Wall Street legend weighs in —
The warning signs were everywhere – even Wall Street’s own CEOs called for a selloff.
But before you sell a single stock, there’s something you need to see.
One of Wall Street’s longest insiders is stepping forward with his own market warning.
The last time he did this, retail investors went on to lose nearly 50% of their wealth.
- a message from Chaikin Analytics
HEADLINES
Shares of Strategy, Michael Saylor’s bitcoin-stockpiling company, have fallen sharply since crypto prices touched their all-time highs in October.
Anthropic is releasing a new version of its most powerful AI model that’s designed to carry out financial research, days after the company’s push into legal services upended the stocks of legacy software makers.
Wall Street ends sharply down as AI worries weighs (more)
Wall Street’s favorite trades collapse as market selloff deepens (more)
Investors hunt for bargains after ‘software‑mageddon’ (more)
Software rout is spreading pain to the debt markets (more)
White House launches direct-to-consumer drug site TrumpRx (more)
US jobless claims top all estimates in extremely cold week (more)
Companies announced most job cuts for any Jan. since 2009 (more)
Silver tumbles, oil drops in commodity sell-off (more)
Amazon’s $200B spending plan raises stakes in AI race (more)
Estée Lauder expects $100M tariff hit to profitability; stock sinks (more)
Reddit shares rise on reveals strong guidance, $1 bln buyback (more)
Roblox shares rocket on earnings beat, strong forecast (more)
Novo’s launch of weight-loss pill spoiled by Hims’ copycat (more)
AI arms race approaches IPO reckoning (more)
Rio walks away from Glencore mega merger on price impasse (more)
World Economic Forum opens probe into CEO over Epstein meetings (more)
DEALFLOW
M+A | Investments
KKR to buy Arctos in $1.4 bln deal
Littlejohn & Co. acquires 80/20
Savi acquires Fiducius
Magna5 receives majority investment from AEA Investors
LearnWell receives investment from Goldman Sachs Alternatives
VC
Cerebras Systems, an AI infrastructure company, raised $1 bln in Series H funding
Fundamental, an AI company building Large Tabular Model to drive predictions from enterprise data, raised $255M in Series A funding
Goodfire, a developer of interpretability tools for AI models, raised $150M in Series B funding
Connect Music, a music rights and tech company, raised $80M in funding
Accrual, an AI-native accounting platform, raised $75M in funding
Urban SDK, a provider of geospatial AI tech for local/state governments, raised $65M in growth funding
Turnstile, a quote-to-cash platform for sales startups, raised $29M in funding
Willie's Remedy+, a provider of THC-infused social tonics, raised $15M in Series A funding
Nullify, an AI workforce for product security, raised $12.5M in Seed funding
Pay With Spire, Inc., a modern Pay-by-Bank solution for everyday spend, raised $10M in Series B funding
Advance, a financial platform for insurance, raised $8.5M in Seed funding
SENAI, an online video intelligence platform, raised $6.2M in Seed funding
Flock AI, an AI-native visual commerce platform, raised $6M in Seed funding
Feltsense, an AI agent services company, raised $5.1M in Seed funding
CRYPTO
BULLISH BITES
🏆 The AI boom's surprising winners aren't even tech companies.
🗞 The WaPo wipeout.
💔 Divorce, hedge-fund style: Inside the breakup at Two Sigma.
🍑 Minute Maid puts frozen juice on ice after 80 years.
DAILY SHARES
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