Good morning.
The Fast Five → Nvidia earnings, SCOTUS tariff fallout: What to watch this week, Trump hikes global tariffs to 15% from 10%, tariff ruling clouds Fed's rate path, Wall Street weighs market winners amid the AI scare trade, and traders’ latest bet is on ‘HALO’ companies with AI immunity…
📌 The biggest scam in the history of gold markets is unwinding »
(from Behind The Markets)
Calendar: Full Calendar »
Today:
None watched
Tomorrow:
Consumer Confidence, 10:00A
President Trump Speaks, 9:00P
Your 5-minute briefing for Monday, Feb 23:
BEFORE THE OPEN
As of market close 2/20/2026. Bitcoin as of 2/22/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 34.54% for Week of FEB 19 2026
Previous week: 38.52%
Market Wrap:
Futures dipped Dow -97, S&P -0.23%, Nasdaq -0.34%
Trump raised global tariffs to 15% after court struck reciprocal duties
Oil slid with Brent near $71 and WTI near $66
Friday whipsawed but closed higher with S&P +0.7%, Nasdaq +0.9%
Iran tensions remain in focus
Nvidia reports Wed. and durable orders Monday
EARNINGS
Here’s what we’re watching today:
Today: *Domino’s $DPZ ( ▼ 0.14% ), Hims & Hers $HIMS ( ▼ 1.2% )
TUE:
*Home Depot $HD ( ▲ 0.97% ) — $2.53 EPS (-16.2% YoY) on $38.03B revenue (-4.2% YoY)
WED: *Lowe's $LOW ( ▲ 0.78% ), Paramount Skydance $PSKY ( ▼ 2.1% ), *TJX $TJX ( ▲ 1.1% )
Nvidia $NVDA ( ▲ 1.02% ) - EPS of $1.53 (+71.9% YoY) on revenue of $65.69 billion (+67.0% YoY)
THU: *Baidu $BIDU ( ▼ 0.91% ), Dell $DELL ( ▲ 2.7% ), Duolingo $DUOL ( ▲ 1.65% )
CoreWeave $CRWV ( ▼ 8.12% ) - expected to report a loss of $.68 EPS on $1.53B revenue
The Gold Shock of 2026
They can print trillions of dollars, but they can't print a single ounce of gold.
Right now, the vaults are bleeding out...
While Wall Street sells you "paper gold" (ETFs),the physical metal is moving to China at a record pace.
When the vault door swings open on March 31st, the world will realize it's empty...
That's when the "Paper Gold Cartel" collapses.
One tiny gold stock is positioned to catch the tidal wave of capital.
This is the stock story of the century...
- a sponsored message from Behind The Markets -
HEADLINES
Policy dominated the market's attention this past week, culminating in Friday's long-awaited Supreme Court decision, which struck down President Trump's sweeping tariff regime.
Investors have shifted their appetite from tech and megacaps into sectors that have been playing “catch-up” and benefiting from AI-fueled investments.
Stock futures fall as investors focus on Trump tariffs (more)
Trump hikes global tariffs to 15% from 10%, ‘effective immediately’ (more)
Trump threatens Netflix with 'consequences' over Rice board seat (more)
Bessent: US economy can grow at least 3.5% in 2026 (more)
Wall Street’s latest bet is on ‘HALO’ companies with AI immunity (more)
Bond market momentum shifts bears’ say as sell signals flash (more)
Option pros trade index versus index to play huge stock rotation (more)
Dollar dips as Trump's tariff wall slips (more)
Oil slides on Iran nuclear talks, fresh US tariff uncertainty (more)
Blue Owl anxiety rattles the $1.8T private credit market (more)
DEALFLOW
M+A | Investments
Salesforce acquires Momentum
eBay to acquire Depop from Etsy
Axis Medical receives investment from Spur Ridge Capital
Harbor Compliance receives majority growth investment from Bregal Sagemount
VC
LanzaJet, a fuels technology company and fuels producer, raised $47M in new funding
Phoenix Tailings, a rare earth metals production company, raised $40.2M in Series B-3 amplification funding
Eagle Wireless, a cellular module manufacturer, raised $30M in Series B funding
CRYPTO
Bitcoin falls below $65,000 as Trump tariff moves raise uncertainty (more)
Bitcoin’s $1T identity crisis hits from every direction (more)
ProShares' stablecoin-ready ETF sees $17B debut, sparking speculation about Circle (more)
Ethereum's Vitalik proposes AI 'stewards' to help reinvent DAO governance (more)
BULLISH BITES
📉 From 'buy America' to 'bye America', Wall Street exodus gathers pace.
💰 The ‘Godfather of data centers’ making offers Big Tech can’t refuse
🤖 Americans are using AI for financial advice more than you think.
😴 The problem with sleep right now is shame about sleep.
DAILY SHARES
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