Weekend 02.07 & 02.08
How popular is Donald Trump? – natesilver
Take Five: Near, Far, Wherever Markets Are – Reuters
China’s Central Bank Buys Gold for 15th Consecutive Month – Reuters
Tech Stock Shakeout Clouds Market Ahead of Economic Data Deluge – Reuters
Friday 02.06
Business Live – guardian
AI Trade Splinters as Investors Get More Selective – Reuters
BofA’s Hartnett says Trump approval rebound key to reversing Wall Street pressure – investing
Stocks rally into weekend as tech leads the way – Newsquawk US Market Wrap
Dow Closes Above 50,000, Nvidia Soars as Traders Focus on AI Spending – Reuters
Dow surges 1,200 points for first close above 50,000 in sharp rebound from tech rout – cnbc
Amazon leads Big Tech’s $1 trillion wipeout as AI bubble fears ignite sell-off – cnbc
Dow Jones Industrial Average Breaks 50,000 Level for First Time – Reuters
The Dow just hit 50,000. See the names that have come and gone over the decades – cnbc
Trump Says He’s Still Looking ‘Seriously’ At Sending $2,000 Tariff Rebate Payments – Zerohedge
Global Chip Sales Expected to Hit $1 Trillion This Year, Industry Group Says – Reuters
Stocks making the biggest moves midday: Amazon, Centene, Roblox and more – cnbc
US Equity Fund Inflows Ease as Tech Selloff Weighs – Reuters
Europe’s STOXX 600 Rebounds in Broad Based Gains; Stellantis Plunge Drags Auto Stocks – Reuters
HIMS Shares Sink After FDA Vows “Swift Action” Against Copycat GLP-1 Drugs – Zerohedge
Homebuilders Tumble On Report White House May Launch Antitrust Probe Into House Affordability – Zerohedge
Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags – cnbc
Big Tech’s $600 Billion Spending Plans Exacerbate Investors’ AI Headache – Reuters
Big Tech set to spend $650 billion in 2026 as AI investments soar – yahoofinance
Big Tech’s $600 billion spending plans exacerbate investors’ AI headache – Reuters
Amazon downgraded as AWS ‘loses its lead,’ DA Davidson warns – investing
Amazon Plunges After Forecasting 50% Surge In Capex To $200BN – Zerohedge
US Consumer Sentiment Rises to Six-Month High in Early February – Reuters
Consumer Credit Smashes All Estimates As Monthly Credit Card Debt Unexpectedly Surges By Most In 2 Years – Zerohedge
Morning Bid: Rise of the Job-Killer Robots? – Reuters
Stocks making the biggest moves premarket: Amazon, Reddit, Strategy, Molina, Strategy, Eli Lilly & more – cnbc
UBS raises its Eurozone 2026 growth forecast – investing
Exclusive-Euro Zone Ministers to Weigh Euro-Stablecoins, More Joint Debt Issuance to Boost Role of Euro, Economic Security – Reuters
Under Armour Lifts Outlook As Kevin Plank Says “Transformation Accelerating” – Zerohedge
Futures Rebound To Session High As Software, Gold And Bitcoin All Jump – Zerohedge
Exclusive-Intel, AMD Notify Customers in China of Lengthy Waits for CPUs – Reuters
Stellantis Shares Crash On 22 Billion Euro Charge Tied To Miscalculating EV Demand – Zerohedge
Stellantis shares plunge 27% after automaker announces $26 billion hit from business overhaul – cnbc
German Industrial Recovery Still Tentative Despite Rising Exports – Reuters
European stocks open lower as bumper earnings week concludes, Orsted gains 4% – cnbc
Thursday 02.05
Business Live – guardian
Anthropic Releases AI Upgrade as Market Punishes Software Stocks – Reuters
Stocks making the biggest moves after the bell: Amazon, Reddit, Molina Healthcare, Fortinet and more – cnbc
Amazon Plunges After Forecasting 50% Surge In Capex To $200BN – Zerohedge
Amazon stock falls 10% on $200 billion spending forecast, earnings miss – cnbc
Stocks sold as Tech valuations are questioned, yields fall on weak jobs data – Newsquawk US Market Wrap
Wall Street Ends Sharply Down as AI Worries Weigh – Reuters
Dow tumbles nearly 600 points, S&P 500 goes negative for 2026 in tech sector rout – cnbc
Beijing’s Big Short: Meet The Chinese “Anti Hunt Brother” Billionaire Betting Against Silver Bulls – Zerohedge
Stocks making the biggest moves midday: Amazon, Canada Goose, Estee Lauder, Qualcomm & more – cnbc
$49 Wegovy Copycat Pill Sparks Selloff In Novo Shares – Zerohedge
European Shares Fall as Investors Gauge Earnings, ECB Keeps Rates Unchanged – Reuters
Job Openings Crater Most Since 2023 To Lowest In 5 Years As Payrolls Set For Negative Print – Zerohedge
US Job Openings Drop to More Than Five-Year Low in December – Reuters
Initial Jobless Claims Jump As YTD Job Cuts Hit Highest Since 2009, AI Blamed – Zerohedge
Futures, Bitcoin, Gold All Tumble As Momentum Liquidations Accelerate – Zerohedge
Stocks making the biggest moves premarket: Qualcomm, Strategy, Align, Estee Lauder and more – cnbc
Layoffs in January were the highest to start a year since 2009, Challenger says – cnbc
EUR Flat As ECB Leaves Rates Unch; Cable Drops On BoE’s ‘Dovish Hold’ – Zerohedge
ECB holds rates but it’s not a ‘non-event,’ economists say. Here’s why – cnbc
Memory Shortage Fears Spread, Raising Alarm At Qualcomm And Arm – Zerohedge
Anthropic’s AI push raises analyst concerns over IT services revenues – Reuters
Oil giant Shell posts weakest quarterly profit in nearly five years, keeps buybacks steady – cnbc
BBVA Q4 profit rises 4% as Spain and Mexico boost growth despite higher provisions – investing
BNP Paribas raises 2028 goals as Q4 profit surges 28% on strong revenue – investing
Alphabet resets the bar for AI infrastructure spending – cnbc
German Industrial Orders Post Biggest Increase in Two Years – Reuters
European stocks open lower; Rheinmetall down nearly 6% after guidance cut – cnbc
China’s Hong Kong-listed tech stocks enter bear market as tax and AI fears take hold – cnbc
Sony reports 22% jump in December-quarter profit, beats expectations and lifts full-year outlook – cnbc
Toyota Expected to Post Third Straight Quarterly Profit Drop as Costs, Tariffs Bite – Reuters
Wednesday 02.04
Stocks making the biggest moves after hours: Alphabet, Qualcomm, Nvidia, E.l.f. Beauty, Boot Barn & more – cnbc
Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure – cnbc
Qualcomm stock sinks as memory shortage drags on forecast – cnbc
Google parent beats on revenue, projects significant AI spending increase – cnbc
Tech leads sell-off as crude sees two-way trade on US-Iran talks – Newsquawk US Market Wrap
Wall Street Ends Down as AI Worries Slam Tech Stocks – Reuters
S&P 500 notches back-to-back losses, Nasdaq slides 1% as chips and software sell off – cnbc
Texas Instruments Strikes $7.5 Billion Deal for Silicon Labs to Boost Wireless Footprint – Reuters
Stocks making the biggest moves midday: MGM Resorts, Amgen, Advanced Micro Devices, Enphase & more – cnbc
January US Jobs Report Rescheduled For February 11 – Zerohedge
US Services Sector Surveys Signal Solid Growth In January, But… – Zerohedge
US Services Sector Treads Water in January as New Orders Slow – Reuters
US Services Sector Steady in January, Supply Constraints From AI Data Centers Feared – Reuters
Stocks making the biggest moves premarket: AMD, Uber, Eli Lilly, Super Micro, Chipotle, Enphase and more – cnbc
Futures Rise Despite Software, AMD Rout Ahead Of Google Earnings – Zerohedge
ADP Employment Report Confirms ‘No Hire, No Fire’ Labor Market – Zerohedge
Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar – cnbc
Euro zone inflation cools to 1.7% in January, flash data shows – cnbc
Euro Zone Economic Momentum Wanes Further in January, PMI Shows – Reuters
German Service Sector Upturn Carries Into Start of 2026, Survey Shows – Reuters
“Big Miss”: Wall Street Disappointed After Dismal Novo Nordisk GLP-1 Sales Outlook, Shares Plunge – Zerohedge
Novo Nordisk shares tumble 18% as CEO warns it will get worse before it gets better – cnbc
Santander falls nearly 4% amid plan to buy U.S. bank Webster for $12.2 billion – cnbc
UBS beats expectations with $1.2 billion fourth-quarter profit, plans $3 billion buyback – cnbc
European markets head for broadly positive open ahead of earnings reports – cnbc
Asian software stocks plunge after U.S. peers decline on fears over AI-led disruption – cnbc
Tuesday 02.03
Business Live – guardian
Private credit stocks plummet on concern about exposure to software industry disrupted by AI – cnbc
‘SaaSpocalypse’ Strikes As Private Credit-Software Stock Vicious Cycle Accelerates – Zerohedge
Blackstone’s Gray Says AI Disruption Risk Is ‘Top of the Page’ for Us – Reuters
Stocks making the biggest moves after hours: Chipotle, Advanced Micro Devices, Amgen and more – cnbc
AMD shares drop as forecast comes up short of some expectations – cnbc
Tech lags as mega-cap names hit hard; Crude gains on US-Iran tensions – Newsquawk US Market Wrap
S&P, Nasdaq Futures Edge up as Earnings Deluge Takes Center Stage – Reuters
S&P 500 tumbles nearly 1% as investors rotate out of tech, Dow slides more than 160 points – cnbc
US Shutdown To End As House Approves Trump-Negotiated Funding Deal – Zerohedge
US Shoots Down Iranian Drone In ‘Self-Defense’ In Gulf Waters – Zerohedge
Stocks making the biggest moves midday: Novo Nordisk, Palantir, AES, Rocket and more – cnbc
Walmart Hits $1 Trillion Market Value, Joins Club Dominated by Big Tech Giants – Reuters
Novo Nordisk shares tumble after company warns of sales hit this year – cnbc
Europen Shares Little Changed as Software Rout Counters Relief Rally in Miners – Reuters
Futures Rise As Tech Gains On Palantir’s “Cosmic Reward” – Zerohedge
PayPal Shares Sink on CEO Exit, Disappointing 2026 Profit Forecast – Reuters
Siemens Energy to Spend $1 Billion in ‘Hot’ US Power Market – Reuters
Gold and silver rebound after historic wipeout as analysts say thematic drivers stay intact – cnbc
European stocks set to open higher as global markets settle down – cnbc
Japan stocks jump over 3% to record high as Asia markets rebound – cnbc
Australia raises rates for first time since late 2023 as inflation hits six-quarter high – cnbc
Monday 02.02
Stocks making the biggest moves after hours: Palantir, NXP Semiconductors, DaVita and more – cnbc
“All In” On AI: Deutsche Bank Says Tesla No Longer Just A Car Company – Zerohedge
Palantir beats fourth-quarter estimates on the strength of AI and defense demand – cnbc
Dollar and yields rise after hot ISM Manufacturing – Newsquawk US Market Wrap
Dow surges 500 points as traders look past rout in precious metals and bitcoin – cnbc
US NatGas Futs Suffer Biggest One-Day Decline Since 1996 As Weather Models Flip Warmer – Zerohedge
Stocks making the biggest moves midday: Disney, Robinhood, Palantir, IDEXX Laboratories & more – cnbc
Huge Surge In New Orders Sends US Manufacturing Activity Near 4 Year Highs – Zerohedge
Stocks making the biggest moves premarket: Oracle, Nvidia, rare earths, Strategy & more – cnbc
Futures Tumble As Plunging Metals And Bitcoin Spark Global Selloff, Margin Calls – Zerohedge
Rare earth miners jump as Trump is reportedly eyeing mineral stockpile to reduce China dependence – cnbc
Trump Launches $12 Billion Strategic Mineral Stockpile To Counter China; Rare Earth Stocks Jump – Zerohedge
Disney beats Wall Street expectations propelled by theme parks and streaming – cnbc
Sell U.S. dollar; buy oil, copper and gold: BCA – investing
Oil Prices Tumble 5% Amid Signs Of US-Iran De-escalation – Zerohedge
Analysis-Obesity market sales potential tightens as Novo and Lilly enter new era – Reuters
Goldman Sachs refreshes European Conviction List: Schneider, IHG join top picks – investing
Key Events This Week: Payrolls, ISMs, ADP And Many More Earnings – Zerohedge
UBS expects UK equities to lag eurozone in 2026. Here is why. – investing
Gold dives 6% and silver crashes 12%, extending sell-off in precious metals after historic plunge – cnbc
Oil slides over 4% as Trump signals Iran talks, easing supply shock fears – cnbc
European stocks slide as precious metals sell-off weighs on markets – cnbc
South Korea stocks fall more than 4%, triggering temporary halt in trading – cnbc
China’s factory activity grows at fastest pace since October, private survey shows, beating official reading – cnbc