Good morning.
The Fast Five → Stocks hit by AI-disruption fears, IBM is the latest AI casualty, winners and losers emerge as Trump revamps tariffs, Amazon to spend $12B in Louisiana on data centers, and FedEx sues for refund of Trump tariffs…
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(from Chaikin Analytics)
Calendar: Full Calendar »
Today:
Consumer Confidence, 10:00A
Watch President Trump’s State of the Union Address, 9:00P
Tomorrow:
None watched
Your 5-minute briefing for Tuesday, Feb 24:
BEFORE THE OPEN
As of market close 2/23/2026.
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:
*Home Depot $HD ( ▼ 1.38% ) — $2.53 EPS (-16.2% YoY) on $38.03B revenue (-4.2% YoY)
WED: *Lowe's $LOW ( ▼ 2.14% ), Paramount Skydance $PSKY ( ▼ 1.4% ), *TJX $TJX ( ▼ 0.34% )
Nvidia $NVDA ( ▲ 0.91% ) - EPS of $1.53 (+71.9% YoY) on revenue of $65.69B (+67.0% YoY)
THU: *Baidu $BIDU ( ▼ 1.42% ), Dell $DELL ( ▼ 2.56% ), Duolingo $DUOL ( ▼ 6.03% )
CoreWeave $CRWV ( ▲ 1.78% ) - expected to report a loss of $.68 EPS on $1.53B revenue
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You may own it. Millions of Americans do.
But while you weren't watching, Wall Street insiders started dumping this household-name tech stock months ago.
It's already down 53%, and the people who move markets aren't done selling.
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- a sponsored message from Chaikin Analytics -
HEADLINES
Anthropic said its Claude Code can help modernize COBOL, a programming language mainly run on IBM computers.
FedEx’s suit appears to be the first one filed by a major US company after the Supreme Court decision seeking a refund of the tariffs it has paid.
Dow falls 800pts, S&P, Nasdaq slide amid new tariff threats, AI fears (more)
Global trade confusion returns as Trump shifts tariff tools (more)
Winners and losers emerge as Trump revamps tariff regime (more)
CEOs weigh seeking US tariff refunds after Supreme Court ruling (more)
Fed’s Waller says March rate call depends on labor market (more)
US business equipment borrowings rise more than 30% in January (more)
Dollar has lost some of its safe-haven status, ING report (more)
Gold holds four-day gain on tariff uncertainty (more)
Oil at six-month high with nuclear talks and US tariffs in focus (more)
Mortgage rates drop below 6%, matching lowest level since 2022 (more)
Citrini's AI doom report sees software, payment stocks tumble (more)
IBM is the latest AI casualty, shares sink most in 25 years (more)
CrowdStrike, Datadog, other stocks slide after Anthropic's AI tool launch (more)
Amazon to spend $12B in Louisiana on AI data centers (more)
Morningstar DBRS flags worsening private credit as downgrades increase (more)
Crypto.com gets conditional US approval for national trust bank charter (more)
Citi signs deal to sell 24% equity stake in Banamex (more)
DEALFLOW
M+A | Investments
Gilead to buy cancer drug developer Arcellx for up to $7.8B
Uber buys parking app SpotHero to grow Its customer base
Finovifi acquires Turner Software Technologies
Myriad360 acquires Advizex Technologies
GameChange Energy Technologies acquires eBOS division of Terrasmart
Scale Microgrids acquires Reload
MediKarma acquires Nanell from Niterra Co., Ltd.
Regency Plumbing Contractors receives investment from Green Heron Partners
NEWITY receives $11M strategic investment
VC
Yendo, a fintech company provider of a credit card service, raised add'l $200M in funding from i80 Group
Code Metal, a verifiable code translation and optimization platform, raised $125M in Series B funding
Ubicquia Inc., an intelligent infrastructure solutions provider, raised $106M in Series D funding
Aalyria, an aerospace communications company, raised $100M in Series B funding
ZaiNar, a platform for Physical AI turning wireless network into a sensing system, raised $100M in funding
Freeform, a 3D-printing metal manufacturing company, raised $67M in Series B funding
Pepper, a tech platform for independent food distributors, raised $50M in Series C funding
Solid, an enterprise software company, raised $20M in Seed funding
Portkey, a unified control plane for production AI, raised $15M in Series A funding
Inscope, an AI financial reporting platform built for accounting firms, raised $14.5M in Series A funding
Coral Care, a platform expanding access to in-home pediatric speech, occupational, and physical therapy, raised a $13M in Series A funding
Comeryx, an AI-native, digital Managing General Agent company, raised $7.5M in Seed funding
7Rivers, a services company managing data and AI, raised $5M in Series A funding
Sherpas, an AI-native infrastructure platform, raised $3.2M in Seed funding
Maazah, a food brand developing dips and sauces, raised $2M Seed funding
AdZen, a tech platform developing a monetization engine for LLMs, raised an undisclosed amount in Seed funding
CRYPTO
BULLISH BITES
🛠 Silicon Valley is building a shadow power grid for data centers across the US.
💄 The exotic makeover of the once-boring ETF market.
🥩 Americans can’t quit steak, no matter the cost.
🌌 A galaxy composed almost entirely of dark matter has been confirmed.
DAILY SHARES
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