Weekend 02.28 & 03.01
OPEC+ Debates Oil Output Boost as US War on Iran Disrupts Shipments – Reuters
Iranian State TV Belatedly Confirms Death Of Ayatollah Khamenei – Zerohedge
What A Taiwan Invasion Would Cost China – Zerohedge
Fed Plans To Release Sweeping Bank‑Capital Rule By Late March: Top Regulator – Zerohedge
If You’re Freaking Out About A Future Jobless AI Dystopia… – Zerohedge
What War With Iran Could Mean For Markets Monday – Zerohedge
The Inflation Spark That Could Become A Deflation Shock – Zerohedge
How US-Iran Tensions Could Shape World Markets – Reuters
Market Analysts React to US-Israel Strikes on Iran – Reuters
Israel Launches Wave Of Strikes On Lebanon In Precursor To Potential Iran War – Zerohedge
Soaring Electricity Demand Meets Gas Turbine Shortage – Zerohedge
Bad Bets: Massive EV Subsidies Not Paying Off – Zerohedge
Iran Reportedly Agrees To Give Up Nuclear Material In Breakthrough: ‘Peace Deal Within Reach’ – Zerohedge
Friday 02.27
Business Live – guardian
Wall Street hit by UK mortgage lender collapse, raising fears of more credit ’cockroaches’ – Reuters
Dorsey’s Blunt AI Warning Sharpens Debate Over Jobs and Profits – Reuters
Blue Owl Turmoil Adds to Strain in $2 Trillion US Private Credit Sector – Reuters
Credit risk concerns and US/Iran tensions hits risk sentiment – Newsquawk US Market Wrap
Wall Street Hit by UK Mortgage Lender Collapse, Raising Fears of More Credit ‘Cockroaches’ – Reuters
Dow closes more than 500 points lower after hot inflation report, mounting concerns about AI impact – cnbc
AI Takeover Complete: Data Center Construction Surpasses Office Construction For The First Time – Zerohedge
Goldman Bucks Private Credit Redemption Trend as AI Disruption Fears Mount – Reuters
Pakistan Declares ‘All-Out War’ Against Afghanistan, Hundreds Dead In Overnight Clashes With Taliban – Zerohedge
European Shares Close Eighth Month of Gains on Earnings Lift; Credit Fears Hit Banks – Reuters
‘Soft’ Data Soars To 2-Year Highs As Chicago PMI Smashes Expectations – Zerohedge
Global Equity Fund Inflows Cool to a Five-Week Low on AI Concerns – Reuters
Surging Services Costs Spark Unexpected Surge In US Producer Prices In January – Zerohedge
US Producer Prices Increase Strongly in January – Reuters
Futures Slide As Renewed AI Disruption And Private Credit Fears Spark Selling – Zerohedge
BofA’s Hartnett sees international stocks beating U.S. this decade – investing
UBS raises copper price target on supply deficit outlook – investing
AI-driven dispersion fuels Europe’s edge over the U.S. – investing
BCA turns neutral on U.S. stocks, following HSBC – investing
UBS downgrades U.S. tech to neutral, prefers China and Europe – investing
UBS downgrades the U.S. stock market. Here’s what has the investment bank worried – cnbc
THINK Ahead: Asking AI whether it’s taking your job – ING
Pentagon Picks OpenAI To Replace Anthropic – Zerohedge
Trump Advisers Want Israel To ‘Attack Iran First’ For Better Optics: Politico – Zerohedge
Dorsey’s Block Fires Nearly Half Of The Company In ‘Massive’ AI Bet, Sending Shares Soaring – Zerohedge
MP’s “Strong” Quarter: Accelerated Production, Long-Term Agreements With Major Tech Companies – Zerohedge
OpenAI Secures Record $110 Billion Funding Round Backed By Amazon, Nvidia, & SoftBank – Zerohedge
Bernstein outlines how a potential U.S. attack on Iran could impact defense stocks – investing
Private equity enters its ‘Darwinian’ era as experts warn some funds face extinction – cnbc
IAG profit beats, shares down 5% on capex surge plan – investing
BASF stock falls 3% as 2026 EBITDA outlook misses estimates – investing
European markets open mixed as traders parse through more earnings and economic data – cnbc
Asia markets trade mixed after Wall Street pullback on Nvidia slump – cnbc
Thursday 02.26
Business Live – guardian
Capital Economics says there are reasons to be positive on the S&P 500. Here’s why – Reuters
Netflix ditches deal for Warner Bros. Discovery after Paramount’s offer is deemed superior – cnbc
CoreWeave beats revenue projections as backlog swells to nearly $67 billion – cnbc
Dell forecasts fiscal 2027 revenue above estimates on rising AI server demand – Reuters
Wall St Slides as Tech Rally Stalls, AI Enthusiasm Wanes After Nvidia Results – Reuters
S&P 500 closes lower Thursday as Nvidia post-earnings slump hangs over market – cnbc
Dorsey’s Block Fires Nearly Half Of The Company In ‘Massive’ AI Bet, Sending Shares Soaring – Zerohedge
NextEra Energy to Sell $2 Billion of Equity Units to Fund Energy Projects – investing
Tech Bosses To Meet At White House, Pledge Their Data Centers Won’t Boost Electricity Bills – Zerohedge
Stocks making the biggest moves midday: Paramount Skydance, Nvidia, Cars.com, Salesforce & more – cnbc
NVDA Pumps And Dumps Despite Smashing Estimates And Blowout Guidance – Zerohedge
Smartphone market set for biggest-ever decline in 2026 on memory price surge, IDC says – investing
European Shares Retreat From Record High, Upbeat Corporate Earnings Offset Tech Declines – Reuters
Jobless Claims Continue To Show No Signs Of Labor Market Stress – Zerohedge
Stocks making the biggest moves premarket: Nvidia, J.M. Smucker, Trade Desk, Nutanix & more – cnbc
Futures Flat Despite Blowout Nvidia Earnings – Zerohedge
Deutsche Telekom AG Q4 profit falls 9% on dollar hit; trims Germany outlook – investing
Even The Best AI Scenario Is The End Of Everything We’ve Ever Been – Zerohedge
AXA reports record earnings with growth at top of target range – investing
LSEG shares jump 6% after FY25 profit surges, $3.8 bln buyback announced – Reuters
Puma Expects Another Annual Loss; Cancels Dividend in Turnaround Drive – Reuters
Rolls-Royce raises outlook, plans up to $12 billion share buyback as engine demand boosts growth – cnbc
Hensoldt confirms growth path with record orders – investing
Schneider Beats Profit Expectations on Data Center Demand – Reuters
Jeep maker Stellantis posts first annual loss in company history after EV writedowns – cnbc
France’s Engie jumps 8% after $14 billion UK power grid deal; European markets rise – cnbc
Asia tech stocks rally as Nvidia earnings soothe AI slowdown fears – cnbc
Morgan Stanley lifts KOSPI target. Here are the new 2026 forecasts – investing
Wednesday 02.25
Business Live – guardian
UBS lists European winners and losers of latest US tariffs ruling – INVESTING
Stocks making the biggest moves after hours: Nvidia, Salesforce, Snowflake, Nutanix & more – cnbc
Nvidia reports earnings beat as AI boom pushes data center revenue up 75% – cnbc
Salesforce shares sink on mixed guidance as company commits $50 billion for buybacks – cnbc
Wall Street Extends Tech-Powered Rally as AI Worries Abate; Nvidia Reports – Reuters
S&P 500 posts back-to-back gains, Dow jumps 300 points as Nvidia rises – cnbc
US Primary Credit Market Competition Hits Record High as Bond Demand Surges, Report Shows – Reuters
Stocks making the biggest moves midday: Netflix, Coinbase, Diageo, Cava and more – cnbc
European Shares Close at Record High on HSBC Boost, Easing AI Disruption Fears – Reuters
Government Spending Lifts Global Debt to a Record $348 Trillion in 2025, Says IIF – Reuters
Stocks making the biggest moves premarket: First Solar, GoDaddy, Lowe’s, Workday, Cava and more – cnbc
Futures Rise Ahead Of Critical Nvidia Earnings – Zerohedge
The AI Boom Is Powering A Nuclear Renaissance – Zerohedge
German Economy Grows by 0.3% in Q4, Stats Office Says – Reuters
German consumer sentiment drops unexpectedly in March – survey – investing
Iberdrola forecasts higher earnings after networks fuel 12% profit growth – investing
E.ON raises investment plan, flags regulatory uncertainty as 2026 profit set to fa – cnbc
Leonardo SpA FY25 orders surge on Aeronautics strength, debt shrinks – investing
HSBC annual pre-tax profit drops over 7%, revenue jumps as bank’s results top estimates – cnbc
World’s biggest spirit maker Diageo falls 8% after slashing dividend, lowering profit outlook – cnbc
Tuesday 02.24
Business Live – guardian
State of the Union live updates: Trump to talk economy amid rising disapproval ratings – cnbc
BofA says these countries could benefit from Trump’s new global tariffs – investing
From Jamie Dimon’s ‘cockroaches’ to the Blue Owl freeze: How stress is spreading in private credit – cnbc
Fed’s Cook Says AI Triggering Big Changes, Sees Possible Short-Term Unemployment Rise – Reuters
Stocks making the biggest moves after hours: Workday, Cava, Lucid Group and more – cnbc
HP reckons memory chip crunch will linger next year, warns of PC sales slump – investing
Anthropic eases AI disruption concerns as Indices retrace early losses – US Market Wrap
Trading Day: A Welcome Dose of AI, Tariff Relief – Reuters
Dow closes more than 350 points higher as software stocks bounce back from AI disruption sell-off – cnbc
PayPal Shares Jump Again After “Large Rival” Suitor Revealed As Stripe – Zerohedge
Stripe Is Considering Acquisition of All or Parts of PayPal, Bloomberg News Reports – Reuters
Stocks making the biggest moves midday: IBM, AMD, Dillard’s, Novo Nordisk, Keysight Technologies & more – cnbc
L’Oreal, Dyson, Bausch + Lomb Become the Latest to Sue for Trump Tariff Refunds – Reuters
FedEx Seeks Tariff Refund With Lawsuit Against US – Zerohedge
Apple to move some Mac Mini production to U.S. this year as part of effort to boost domestic manufacturing – cnbc
Thomson Reuters Shares Rally After CoCounsel AI Tool Draws 1 Million Users – Reuters
US Software Stocks Climb as Anthropic Announcement Sparks Relief Rally – Reuters
Analysts’ Comments After Anthropic Unveils New Plug-Ins – Reuters
AI Is An ‘Orchestration’ Layer, Not ‘Displacement’: Anthropic Event Leaves Deutsche Doubting Software’s Imminent Demise – Zerohedge
Anthropic Touts New AI Tools Weeks After Legal Plug-In Spurred Market Rout – Reuters
Software stocks rebound as Anthropic announces new partnerships – cnbc
Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce as bank plans ‘huge redeployment’ – cnbc
Despite Crazy Revisions, Consumer Confidence Rebounds From January’s Doom – Zerohedge
US Consumer Confidence Improves in February; Cloud Over Labor Market Remains – Reuters
Despite Rise In December, US Home Prices Saw Weakest Full-Year Gain Since 2011 – Zerohedge
Which stocks will benefit as OpenAI targets $665 billion spend by 2030 – investing
Stocks making the biggest moves premarket: AMD, Home Depot, Hims & Hers Health, Diamondback Energy and more – cnbc
AMD Secures Meta as Next Big AI Chip Customer – Reuters
Home Depot Posts Biggest EPS Beat In 16 Quarters As Big Remodeling Projects Sidelined – Zerohedge
Goldman says markets rewarding “heavy asset, low obsolescence” firms. Here’s why – investing
Jittery Futures Erase Gains Amid AI Doomsday Fears – Zerohedge
Software is already eating AI, HSBC says – investing
Goldman outlines the main risks to U.S. growth in 2026 – investing
Leonardo DRS stock gains on earnings beat, strong revenue guidance – investing
European stocks lose ground as traders assess tariff landscape – cnbc
Asia markets trade mixed after Trump revives tariff threat and AI fears hit tech – cnbc
China’s Longest Lunar New Year Holiday Lifts Travel Spending – Reuters
Monday 02.23
Business Live – guardian
THE 2028 GLOBAL INTELLIGENCE CRISIS – CitriniResearch
“The World Is In Peril”: Anthropic’s Safety Boss Quits – Zerohedge
With US Tariff Rates up in the Air, the Economic Fog Again Thickens – Reuters
Risk-off trade as AI disruption fears mount while Trump hikes tariffs – Newsquawk US Market Wrap
Wall Street Ends Sharply Lower Amid AI Displacement Fears and Revived Tariff Angst – Reuters
Dow drops 800 points as AI disruption fears and tariff woes weigh on markets – cnbc
IBM Plunges After Anthropic’s Latest Update Takes On COBOL – Zerohedge
IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat – cnbc
Wall Street Regulator Allows Intraday Trading of Tokenized WisdomTree Money Market Fund – Reuters
PayPal Shares Jump On Report Of Takeover Interest – Zerohedge
Morningstar DBRS Flags Worsening Private Credit Quality as Downgrades Increase – Reuters
Stocks making the biggest moves midday: KKR, Blackstone, CrowdStrike, International Paper & more – cnbc
New York Fed Inflation Measure Heats up in December – Reuters
Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears – cnbc
Chinese AI Companies ‘Distilled’ Claude to Improve Own Models, Anthropic Says – Reuters
Oracle stock falls amid Stargate project concerns – investing
European Shares Slip as Fresh US Trade Uncertainty Sours Sentiment – Reuters
Renewables Now Make Up 1/4 Of US Electricity Generation – Zerohedge
AI robots may outnumber workers in a few decades, ex-Citi executive says – cnbc
Core US Factory Orders Better Than Expected In December – Zerohedge
US Factory Orders Fall in December on Commercial Aircraft Bookings – Reuters
Stocks making the biggest moves premarket: Arcellx, Novo Nordisk, Domino’s Pizza and more – cnbc
Futures Slide As Renewed Tariff Turmoil Shakes Global Markets – Zerohedge
Some U.S. allies see higher duties under new tariffs, rivals see relief, trade body says – cnbc
Finland’s IQM to become one of Europe’s first listed quantum companies at $1.8 billion valuation – cnbc
EU Says Trump’s Tariff Workaround Violates Trade Deal – Zerohedge
Exclusive-ASML Unveils EUV Light Source Advance That Could Yield 50% More Chips by 2030 – Reuters
Europe hits back at ‘pure tariff chaos’ from the U.S., warning trade deals are at risk – cnbc
Novo Nordisk’s $475-Billion Rise and Fall as Wegovy-Era Gains Wiped Out – Reuters
“Worst-Case Scenario”: Novo Nordisk Plunges After Next-Gen Obesity Drug Falls Short Of Lilly Rival – Zerohedge
Novo Nordisk sinks 15% after weight loss drug fails to match Eli Lilly’s in trial – cnbc
German Business Sentiment Rises, Reviving Recovery Hopes – Reuters
European stocks to start the week lower as markets react to new Trump tariffs – cnbc
Key Events This Week: PPI, Iran Talks, Nvidia Earnings, Fed Speakers Galore And State Of The Union – Zerohedge
Week Ahead: Trump’s Speech; BoK Meeting; China LPR; Australia, Tokyo and Eurozone Regional Inflation Reports; German IFO; Nvidia Earnings – cb