CoreWeave on Thursday announced that its capital expenditure plans for 2026 would be more than double of 2025, sending its shares down in Friday’s trade.
Despite a winter defined by the lingering shadows of a historic government shutdown, persistent tariff-induced inflation, and a cooling labor market, the American consumer has once again emerged as the primary engine of economic growth. New data from early 2026 confirms that retail spending has risen by a robust 3.
The blockbuster 4.4% GDP growth recorded in the third quarter of 2025—a peak that many economists hailed as the "Goldilocks" moment for the American economy—has become a double-edged sword for investors in February 2026. While the growth showcased the immense power of the artificial intelligence investment cycle
NEW YORK — Shares of TKO Group Holdings (NYSE: TKO) skyrocketed more than 8% on Thursday, February 26, 2026, as the sports and entertainment titan reported blockbuster quarterly results and a massive financial outlook for the coming year. While the broader technology sector faced a bruising month marked by AI disruption
The sell-off at Zoom (NASDAQ: ZM) is not an isolated event; it is the latest tremor in a broader structural realignment known as the "SaaSpocalypse." As of February 27, 2026, over $2 trillion in market capitalization has been wiped from the software-as-a-service (SaaS) sector since the start of the year.
As we move through the first quarter of 2026, the global financial markets are grappling with a staggering new reality: the world’s largest technology companies are now spending at a rate that dwarfs the annual GDP of most mid-sized nations. Driven by a relentless pursuit of artificial intelligence supremacy,
The high-octane artificial intelligence rally that defined the previous two years hit a significant roadblock in February 2026, as investors abruptly pivoted away from expensive growth stocks toward the stability of "old economy" sectors. While the tech-heavy Nasdaq reeled from a valuation reset, the Utilities Select Sector SPDR Fund (NYSE:
As the final reports of the Q4 2025 earnings season trickle in this late February, a familiar narrative has solidified: the American technology sector remains the undisputed engine of global equity markets. While the broader economy flirted with "no landing" scenarios throughout the year, the Information Technology and Communication Services
As February 2026 draws to a close, the global financial landscape finds itself at a precarious crossroads. While the S&P 500 has been bolstered by its fifth consecutive quarter of double-digit earnings growth, these robust corporate fundamentals are being increasingly overshadowed by a rapidly escalating military and diplomatic standoff
As of February 27, 2026, the global technology sector is grappling with a profound identity crisis often dubbed the "SaaS-pocalypse." While many software-as-a-service providers have seen their valuations crater under the threat of autonomous AI agents, consulting titan Accenture (NYSE:ACN) has managed to chart a different course. Following a
In a week defined by high-stakes earnings and extreme market volatility, GoDaddy Inc. (NYSE: GDDY) emerged as a standout performer in the final days of February 2026. On February 26, the internet services giant surged nearly 9%, securing its position as one of the top gainers in the S&P
The fourth-quarter 2025 earnings season has delivered a definitive verdict on the health of the American economy: the "Industrial Renaissance" is no longer a forecast, but a realized phenomenon. While broad market indices showed cautious optimism, the Industrial sector shattered expectations, posting a staggering 27% year-over-year earnings growth. This surge
The financial markets experienced a sharp correction in mid-February 2026, as the narrative surrounding Artificial Intelligence shifted from "growth engine" to "margin killer." The Financial Select Sector SPDR Fund (NYSE: XLF) tumbled 2% during a pivotal trading session on Thursday, February 12, capping a week that saw the sector lose
The US Treasury market has entered a period of profound "regime uncertainty" this February 2026, characterized by a rare and aggressive "twist" in the yield curve. While short-term rates have marched higher, anchored by a hawkish Federal Reserve and sticky inflation, long-term yields have staged a dramatic retreat. As of
The United States labor market has entered a period of cautious stability in early 2026, characterized by a "low-hire, low-fire" equilibrium that has left economists and investors debating the difference between a successful soft landing and a period of prolonged stagnation. According to the latest data, weekly jobless claims fell
The American retail landscape reached a historic turning point this month as the nation’s two largest general merchandise retailers transitioned to new leadership. On February 1, 2026, Walmart (NYSE: WMT) and Target (NYSE: TGT) officially debuted their new Chief Executive Officers, marking the end of the decade-long tenures of
The Walt Disney Company (NYSE:DIS) finds itself in a paradoxical position following its February 2026 fiscal first-quarter earnings report. Despite posting revenue and earnings that exceeded analyst consensus, the entertainment giant saw its shares plummet by over 7% in a single trading session, wiping out billions in market capitalization.
The Federal Reserve concluded its first policy meeting of 2026 by electing to keep the federal funds rate unchanged at a target range of 3.50% to 3.75%. This "hawkish pause" follows a series of three consecutive rate cuts in late 2025, signaling a deliberate slowdown in the central
The financial landscape of early 2026 has been defined by a dramatic and long-awaited market pivot. After years of dominance by a handful of silicon giants, the tide has finally turned toward the "engine room" of the American economy. As of late February 2026, the small-cap heavy Russell 2000 (NYSE
As of February 27, 2026, the broad market appears to be in a state of tranquil suspended animation. The S&P 500 has crawled to a modest year-to-date gain of approximately 0.7%, a figure that suggests a lack of conviction from investors. However, this surface-level serenity is an illusion.
