news.v3categories.stocks news.keyFacts • Japan's Nikkei 225 index surpassed the 59,000 mark for the first time in history. • Central bank board nominations fueled the so-called 'Takaichi trade'. • Asia-Pacific markets tracked Wall Street gains following strong earnings from Nvidia and Oracle. news.live.sources news.v3categories.crypto news.keyFacts • Bitcoin has dropped 50% from its highs, while most top altcoins have plunged more than 60%. • The Fear and Greed Index hit a score of 7, signaling extreme fear among investors. • Institutional investors pulled back with $288 million in outflows from digital assets recorded. news.live.sources news.v3categories.commodities news.keyFacts • Silver price (XAG/USD) rose to approach the $90.00 level. • The price increase is primarily driven by uncertainty surrounding US policies. news.v3categories.macro news.keyFacts • The US Supreme Court issued a ruling that upends President Trump's authority to impose tariffs. • The ruling has caused confusion regarding trade deals negotiated with global partners. • Ongoing trade talks have stalled as a result of this legal decision. news.live.sources news.v3categories.forex news.keyFacts • The AUD/JPY pair rallied over 1.20%, climbing past the 111.00 level. • The Australian inflation report showed higher-than-expected (hot) CPI data. • Investors have begun pricing in additional rate hikes by the Reserve Bank of Australia (RBA). news.v3categories.geopolitics news.keyFacts • Trump advisers are privately suggesting Israel strike Iran first to trigger an Iranian retaliation that would justify a U.S. military intervention. • The goal of this tactic is to garner U.S. public support for war by portraying the U.S. or its ally as the party being attacked. • There are reports of U.S. troop drawdowns in bases in Qatar and Bahrain to minimize potential casualties in the event of escalation. news.live.sources news.v3categories.central_banks news.keyFacts • BoJ board member Hajime Takata stated that interest rates need to be raised sooner rather than later. • Takata emphasized that deflation is firmly in the past, clearing the path for policy normalization. news.live.sources news.v3categories.bonds news.keyFacts • 10-year Treasury yields are trending toward a 2026 low. • Concerns about AI’s potential destructive force on U.S. jobs are contributing to a rally in Treasury notes. news.live.sources news.keyFacts • Nvidia reported record quarterly revenue of $68 billion, beating market expectations. • The company provided a strong forecast for the next quarter with revenue projected at $78 billion. • CEO Jensen Huang highlighted the skyrocketing adoption of AI agents. news.keyFacts • Nvidia reported strong Q4 earnings, helping to calm investor nerves regarding AI sector fatigue. • The company revealed details about its new 'Vera Rubin' chip architecture as part of its product roadmap. • Nvidia discussed its relationship with OpenAI and addressed how it is managing emerging market risks. news.live.sources news.keyFacts • Warren Buffett retired as CEO of Berkshire Hathaway at the end of 2025. • Buffett led the company to outperform the market over six decades. • His final investment moves reinforce the principles he has advocated for over 60 years. news.live.sources news.keyFacts • The software sector lost $1.6 trillion in market value due to concerns over AI disruption. • Shares of major companies like Salesforce and Adobe have been hit hard by these concerns. news.live.sources news.keyFacts • Nvidia reported record Q4 revenue of $68.1B, representing a 73% year-over-year increase. • The Data Center segment led growth with $62.3B in revenue, up 75% year-over-year. • Free cash flow surged 125% year-over-year to nearly $35B in Q4. news.live.sources news.keyFacts • Nvidia's free cash flow doubled in its latest financial report. • The company's inventory levels continue to climb. news.live.sources news.keyFacts • NVIDIA reported strong earnings that exceeded expectations once again. • NVIDIA is currently ranked as the world's largest company by market capitalization. news.keyFacts • Nvidia reported a record quarter, reinforcing confidence in the AI trade. • The results eased fears regarding an AI slowdown and the massive capital expenditure (CapEx) of hyperscalers. • Companies like Amazon, Microsoft, and Meta continue to invest heavily in AI infrastructure. news.live.sources news.keyFacts • Toyota plans a massive $19 billion share sale by financial institutions. • The sellers include major Japanese banks and insurance firms. • The move aims to unwind cross-shareholdings in line with Japan's corporate governance reforms. news.live.sources news.keyFacts • The Phase 3 ADAPT OCULUS trial met its primary endpoint evaluating VYVGART in adults with ocular myasthenia gravis (oMG). • Results showed statistically significant improvement (p-value = 0.012) in the Myasthenia Impairment Index (MGII) compared to placebo. • argenx plans to submit a Supplemental Biologics License Application (sBLA) to the FDA to expand the drug's label. news.live.sources news.keyFacts • Nvidia forecast Q1 revenue above expectations and secured a US license for chip exports to China. • Japan's Nikkei reached a record high, while South Korea's KOSPI rose by 3%. • Bitcoin approached the $68,000 mark as positive momentum continued in the crypto market. news.live.sources news.keyFacts • Britain's Rolls-Royce reported a 40% increase in annual profit. • The growth was driven by strong performance in its aero-engines division. • The company guided to 2026 profit well above market consensus. news.keyFacts • NVIDIA exceeded Q4 earnings expectations and provided strong forward guidance. • NVIDIA's stock surge boosted the performance of semiconductor-linked ETFs like SMH. news.live.sources news.keyFacts • Orforglipron 36 mg lowered A1C by 2.2% compared to 1.4% with oral semaglutide 14 mg. • Participants on orforglipron lost 9.2% of body weight compared to 5.3% for the oral semaglutide group. • Orforglipron is a small molecule oral GLP-1 that does not require food or water restrictions for administration. news.live.sources news.keyFacts • Rolls-Royce announced a multiyear share buyback program of up to approximately $12 billion. • The company raised its 2028 financial targets following earnings growth. • The move is aimed at significantly boosting shareholder returns. news.live.sources news.keyFacts • Nvidia (NVDA) posted exceptionally strong earnings that have become the central market focus. • Analysts are watching today's price action to confirm confidence in a continued move higher. • Salesforce (CRM) and SanDisk (SNDK) are also identified as key stocks to watch alongside Nvidia. news.live.sources news.keyFacts • Indra Sistemas shares rose nearly 22%, reaching an all-time high. • The company reported an almost seven-fold uptick in defense orders. • The growth is driven by a major overhaul of the Spanish Armed Forces. news.live.sources news.keyFacts • Markets are anticipating Nvidia's earnings results as a critical factor for the tech sector's direction. • An upcoming visit by Big Tech executives to the White House to discuss strategic issues. • Focus on protein prices as part of monitoring inflationary pressures in the consumer goods sector. news.live.sources news.keyFacts • Victory Capital affirmed its proposal to acquire Janus Henderson at $57.04 per share. • The offer represents a 37% premium to Janus Henderson's unaffected share price as of Oct. 24, 2025. • The proposed consideration is fully financed and described by the company as a clearly superior proposal. news.keyFacts • Tech companies are spending an unprecedented $700 billion this year on AI data centers. • Nvidia CEO Jensen Huang stated that the current spending boom has not yet reached its peak. news.live.sources news.keyFacts • NVIDIA Corporation released its Q4 2026 earnings call transcript. • Revolution Medicines, Inc. released its Q4 2025 earnings call transcript. • The Trade Desk, Inc. announced its financial results for Q4 2025. news.keyFacts • Nvidia Corporation surpassed all estimates for its Q4 FY2026 earnings. • Management guides for sequential revenue growth throughout FY2027, driven by the data center segment. • Gross margins are expected to remain in the mid-70% range in FY2027 despite higher input costs like memory. news.live.sources news.keyFacts • NVIDIA reported fiscal Q4 2026 earnings that significantly exceeded expectations, resetting the performance bar. • Projections suggest NVIDIA's share price could reach $250 based on the recent financial performance. news.live.sources news.keyFacts • ASML announced that its next-generation Extreme Ultraviolet (EUV) lithography tools are ready for high-volume manufacturing. • This development marks a critical step for enabling the production of more advanced AI chips. news.live.sources news.keyFacts • Energy Recovery (ERII) stock plunged 30%+ after abandoning its CO2 refrigeration business. • The company issued weak 2026 desalination revenue guidance of $105–125M. • Management cited project delays for the lowered outlook, while redirecting some resources to the wastewater segment. news.live.sources news.keyFacts • The Warner Bros. Discovery (WBD) board determined that the Paramount Skydance Corporation (PSKY) proposal constitutes a 'Company Superior Proposal'. • WBD has officially notified Netflix of its determination regarding the PSKY proposal under their existing merger agreement. • The announcement comes amidst a bidding or merger competition involving major media and streaming entities. news.live.sources news.keyFacts • Nvidia reported Q4 revenue of $68.13 billion, surpassing analyst expectations of $66.21 billion. • Quarterly profit nearly doubled to $43 billion, with total revenue increasing 73% year-on-year. • Nvidia's stock slid by about 5% at the opening bell despite stellar results, dragging down rivals like AMD and Broadcom. news.live.sources news.keyFacts • Stellantis is booking impairments totaling approximately $26 billion as it scales back major investments in electric vehicles. • The company aims to return to profitability following significant losses incurred during its previous EV push. news.keyFacts • Block announced it is laying off more than 4,000 employees, representing approximately half of its total headcount. • The company's stock price surged by more than 24% in extended trading following the announcement. news.live.sources news.keyFacts • The Nikkei 225 index reached a new record high of 59,000. • Dovish bets on the Bank of Japan (BOJ) and a surge in the tech sector are the primary drivers. • ETFs such as EWJ are seeing increased focus from investors. news.live.sources news.keyFacts • Jack Dorsey announced the cutting of over 4,000 jobs at Block, representing nearly half of all roles. • The move aims to shift toward smaller teams and the integration of intelligence tools. news.keyFacts • Meta Platforms signed a multibillion-dollar deal to rent Google's AI chips (TPUs). • Meta will use these chips to develop new AI models. news.live.sources news.keyFacts • Nvidia outperformed in fiscal Q4 with a strong outlook reinforcing resilient data center demand. • Management is emphasizing 'tokenomics' and tokens per watt to address power constraints faced by hyperscalers. • There is growing confidence in the Blackwell and next-generation Rubin product roadmaps. news.live.sources news.keyFacts • Nvidia's earnings exceeded analyst estimates in the latest quarter. • The company's revenue reached record levels driven by demand for AI technologies. • Nvidia solidified its dominant position in the high-growth AI market. news.live.sources news.keyFacts • Dell recorded a 39% jump in sales, driven by growth in its AI server business. • The company anticipates growth will continue into the new fiscal year. news.keyFacts • ContextLogic completed the acquisition of US Salt for $907.5 million. • The acquisition aims to transform the company into a business ownership platform with strong cash generation. • The combined entity holds approximately $2.9 billion in Net Operating Losses (NOLs) for tax advantages. news.live.sources news.keyFacts • Trade Desk’s stock fell as a growth slowdown concerned Wall Street investors. • The company noted that clients in the automotive and packaged-goods sectors are under economic pressure. news.live.sources news.keyFacts • Italian firm Beretta has built a 10% stake in US-based Sturm, Ruger & Co. • Beretta seeks to nominate four executives to join Ruger's nine-member board. • The move is designed to gain more control over the main US rival to Smith & Wesson. news.live.sources news.keyFacts • United Therapeutics exceeded Q4 earnings estimates. • Company shares surged 13% driven by strong future guidance. • Tyvaso DPI sales jumped 24% despite total revenue missing estimates. news.live.sources news.keyFacts • Alphabet's revenue growth accelerated to 18% year-over-year in the fourth quarter of 2025. • Google Cloud produced approximately $17.7 billion in revenue during the fourth quarter. • Alphabet stock has risen by more than 70% over the past 12 months. news.live.sources news.keyFacts • Sezzle's Gross Merchandise Value (GMV) increased by 35% during the fourth quarter. • The company plans to accelerate its super app rollout in 2026 following strong engagement in 2025. news.live.sources news.keyFacts • Nvidia CEO Jensen Huang is signaling a strategic shift toward general-purpose CPUs, moving beyond the company's core GPU focus. • This move positions Nvidia in direct competition with Intel and AMD within the AI server and general computing markets. news.live.sources news.keyFacts • Nvidia CEO Jensen Huang predicted a significant breakthrough in Artificial General Intelligence (AGI). • Huang made these remarks during an interview on 'The Claman Countdown' discussing technological progress. news.live.sources news.keyFacts • Paramount Skydance reported Q4 revenue of $8.15B and an EPS loss of $0.12, missing analyst expectations. • A potential Warner Bros. Discovery acquisition would saddle the company with $87B in debt and a 7x leverage ratio. • Paramount+ revenue grew by 17% with narrowing losses, while Warner Bros. Discovery revenue dropped by 6%. news.keyFacts • The ASX 200 Index reached an all-time high of 9,173 points. • Australia's Consumer Price Index (CPI) remained at 3.8%, higher than the 3.7% estimates. • Australian stocks continued to rally despite rising bond yields and increased odds of an RBA interest rate hike. news.live.sources news.keyFacts • Sales of the insomnia drug QUVIVIQ more than doubled during 2025. • The company delivered on its upgraded 2025 financial guidance with an improved bottom line. • The company expects further sales growth in 2026 with multiple pipeline catalysts ahead. news.live.sources news.keyFacts • argenx reported $4.2 billion in full-year 2025 net sales, representing 90% year-over-year growth. • argenx's fourth-quarter sales alone reached $1.3 billion. • Prosafe SE released its Q4 2025 financial results accompanied by forward-looking risk statements. news.live.sources news.keyFacts • Flutter Entertainment, owner of FanDuel, reported fourth-quarter results that largely missed Wall Street expectations. • Customer and betting growth slowed due to improved product offerings from competitors. • The company experienced a decline in market share during the final quarter of the year. news.live.sources news.keyFacts • Block Inc. announced massive headcount reductions alongside its fourth-quarter earnings report. • The company plans to replace nearly half of its workforce with AI technology. • Shares of the company rallied in extended trading following the news. news.live.sources news.keyFacts • Victory Capital Management has submitted a fully financed and actionable proposal to acquire Janus Henderson Group. • The proposal from Victory Capital rivals a previous bid from Trian Fund Management. • The strategic merger aims to create a powerhouse in both the ETF and mutual fund ecosystems. news.live.sources news.keyFacts • WPP slashed its final dividend to 7.5 pence per share from 24.4 pence a year earlier. • CEO Cindy Rose plans to merge the group's agencies into a single company underpinned by AI and data. • The company reported a 23% decline in operating profit. news.live.sources news.keyFacts • Kyndryl Holdings (KD) filed amended annual and quarterly reports for 2025 to report material weaknesses. • The company admitted that disclosure controls and internal control over financial reporting were ineffective. • The amendments follow the departure of 3 key executives and a pending securities class action lawsuit. news.live.sources news.keyFacts • British technology and online grocery group Ocado aims to become cash flow positive in the second half of 2026. • The company reported a significant jump in underlying earnings for the 2025 fiscal year. news.live.sources news.keyFacts • The company's net income grew tenfold to reach €40.3 million. • Adjusted EBITDA surged by 74% to reach €138.4 million. • The number of 'Prime' subscription members reached 7.8 million. news.live.sources news.keyFacts • Hikma Pharmaceuticals shares fell 16% to 1,390p. • 2025 results were in line with forecasts, but 2026 guidance was weaker than expected. • Executive chair Said Darwazah will become full-time CEO for the next two years. news.live.sources news.keyFacts • The AI investment theme is diversifying to include other sectors and companies beyond just Nvidia. • The Japanese market is emerging as a key component in current trading themes. • Geopolitical risks remain a significant factor influencing market opening themes. news.live.sources news.keyFacts • The S&P 500 closed within 0.5% of its record high. • Software and broader tech stocks led the rebound as AI-related fears eased. • Nvidia and the 'Magnificent 7' stocks all saw gains. news.live.sources news.keyFacts • Ocado Group expects to turn cash flow positive next year. • Adjusted EBITDA increased 59% to £178 million. • Group revenue grew 12.1% to £1.4 billion for the fiscal year ending November 2025. news.live.sources news.keyFacts • Baidu reported a drop in profit as its revenue decline continues. • The company is facing pressure on its main advertising business, which is its primary revenue driver. news.live.sources news.keyFacts • London Stock Exchange Group (LSEG) increased its share buyback program from £1 billion to £3 billion over the next 12 months. • Shares in the group jumped 5% to 8,160p following the announcement. • The buyback yield stands at 7.7%, which combined with a 2% dividend yield, makes it one of the highest-yielding stocks in the UK market. news.live.sources news.keyFacts • The E-Infrastructure segment grew 123% YoY, now accounting for approximately 70% of revenue. • Management projects FY2026 sales of $3.05–3.20B, with adjusted EPS guidance significantly above consensus. • The signed backlog reached $3.01B, providing strong support for future growth projections. news.live.sources news.keyFacts • France's Engie agreed to purchase UK Power Networks for an equity value of 10.5 billion pounds, equivalent to approximately $14.2 billion. • The seller is Hong Kong billionaire Li Ka-shing's CK Group. news.keyFacts • The Trade Desk shares fell more than 17% in premarket trading. • The company forecast Q1 revenue of $678 million, missing analyst estimates of $689 million. • Guidance implies growth slowing to roughly 10% YoY, down from 25.4% in Q1 2025. news.live.sources news.keyFacts • Q4 2025 gold production rose 12.3% quarter-over-quarter to 68,480 ounces. • The company maintains strong liquidity of $410.1 million and a net debt/EBITDA ratio of 0.9x. • The company completed a new $450 million bond refinancing to strengthen its balance sheet. news.live.sources news.keyFacts • Amazon is planning to invest up to $50 billion in ChatGPT developer OpenAI. • The massive investment may be contingent on OpenAI going public (IPO) or achieving Artificial General Intelligence (AGI). news.keyFacts • The bank achieved a normalized profit of €1.2bn, with a Return on average Tangible Book Value (RoaTBV) of 16%. • Earnings per share (EPS) reached €0.82, exceeding the previous guidance of €0.80. • The bank increased its payout ratio to 55%, with a cash dividend of €0.40 per share. news.live.sources news.keyFacts • Rolls-Royce stock has outperformed Nvidia’s over the last three years, and the performance gap is widening. • CEO Tufan Erginbilgic raised guidance for the share buyback program, free cash flow, and underlying profits. news.live.sources news.keyFacts • Sarepta CEO is stepping down following what was described as a 'tumultuous' year. • The company reported an adjusted loss of $3.58 per share, significantly missing the Wall Street estimate of a $1.31 loss. • Sales reached $442.93 million, beating the consensus estimate of $391.92 million. news.live.sources news.keyFacts • Wall Street analysts updated price targets for Nvidia (NVDA) following the firm's latest 'blockbuster' earnings report. • The market did not show a decisive move in the extended session leading to February 26 despite the positive results. news.live.sources news.keyFacts • Diageo share price plunged to 1,585p, its lowest level since January 9. • The company reported a 4% drop in net sales over a six-month period. • Diageo slashed its dividend following weak financial results reflecting headwinds in the alcoholic beverage industry. news.live.sources news.keyFacts • Gildan reported record fourth-quarter revenue and adjusted diluted EPS for 2025. • The company completed the acquisition of HanesBrands on December 1, 2025, with results partially included in Q4. • The company announced plans for Bangladesh Phase 2 and raised its targeted run-rate synergies. news.live.sources news.keyFacts • Duolingo's stock is sinking following the announcement of changes to its service tiers. • The company is facing a slowdown in user growth, prompting increased investment. • Duolingo is restructuring its service tiers to contend with the competitive threat of AI. news.live.sources news.keyFacts • C3.ai shares plunged 23% premarket after missing earnings and issuing weak revenue guidance. • C3.ai reported regional sales shortfalls and significant workforce reductions. • Nvidia's Q4 results and guidance blew past Wall Street's forecasts. news.live.sources news.keyFacts • Newmont reported adjusted earnings of $2.52 per share on revenue of approximately $6.8 billion for Q4 2025. • The company generated approximately $2.8 billion in free cash flow during the fourth quarter alone. • Increased profitability was driven by heightened realized gold prices and effective cost management. news.live.sources news.keyFacts • ACM Research received multiple orders for advanced packaging equipment from leading global customers. • The orders cover both wafer-level and panel-level processing applications. • The orders are part of the company's expansion across key global semiconductor markets. news.live.sources news.keyFacts • Nvidia reported record sales and booming cash flow. • Strong financial results failed to settle worries regarding AI's destabilizing impact. news.live.sources news.keyFacts • Reuters characterized Nvidia's recent performance or announcement as a 'damp squib,' failing to meet high market expectations. news.live.sources news.keyFacts • The FDA granted priority review to the Biologics License Application (BLA) for atacicept for the treatment of IgA nephropathy (IgAN). • The PDUFA date is set for July 7, 2026, with a potential commercial launch expected in mid-2026. • The company stated its balance sheet is sufficient to fund operations beyond the drug's approval and U.S. commercial launch. news.live.sources news.keyFacts • Ocado shares fell more than 8% following the announcement of negative financial results. • The company plans to cut 1,000 jobs, representing less than 5% of its global workforce, to save £150 million. • Ocado reported a wider pretax loss for the latest financial year as it shifts from development to deployment phase. news.live.sources news.keyFacts • Zscaler's AI Security business reached $400M in Annual Recurring Revenue (ARR) by Q1 FY2026. • The company surpassed its FY2026 targets for AI security ahead of schedule. • The company's strategy targets monetizing non-human users to mitigate risks associated with seat-based SaaS pricing models. news.live.sources news.keyFacts • Oncor reported net income of $1.07 billion for 2025, compared to $968 million in 2024. • The company announced a $47.5 billion base capital plan for the 2026-2030 period. • Revenue growth was driven by the Unified Tracker Mechanism (UTM), updated rates, and customer growth. news.live.sources news.keyFacts • CRA established a new record for annual revenue for the eighth consecutive year. • The company reported record profitability in net income, earnings per diluted share, and EBITDA. news.live.sources news.keyFacts • Restaurant Brands International targets 8%+ organic adjusted operating income growth by 2028. • The company plans to return over $1.6 billion to shareholders in 2026 through dividends and share repurchases. • The company expects 5%+ net restaurant growth by 2028. news.live.sources news.keyFacts • Sezzle delivered blockbuster Q4 results, surpassing high-growth expectations. • Guidance calls for 25-30% revenue growth and $170 million adjusted net income in 2026. • The stock trades at 17x 2026 earnings with a PEG ratio of 0.60, signaling undervaluation. news.live.sources news.keyFacts • Nutex Health has $387 million in outstanding accounts receivable. • The potential passage of the 'No Surprises Enforcement Act' could rapidly convert these receivables into cash. • The company trades at a low 5.2x P/E ratio despite projected 2026 revenue growth of 49%. news.live.sources news.keyFacts • Real-world data showed 59.4% of IBS patients achieved a 30% or greater reduction in abdominal pain using inFoods therapy. • 68.1% of patients achieved a 30% or greater reduction in bloating, consistent with FDA-recognized endpoints. • A national Medicare payment rate of $300 has been established, effective January 1, 2026. news.live.sources news.keyFacts • Loar Holdings reported record Net Sales and Adjusted EBITDA for the fourth quarter and full year 2025. • The company issued upward revisions to its full year 2026 financial outlook. news.live.sources news.keyFacts • Warner Bros. Discovery reported lower fourth-quarter revenue driven by declines across all business segments. • The results come amid a high-stakes bidding war involving Netflix and Paramount Skydance. news.keyFacts • TIAN RUIXIANG Holdings Ltd. (TIRX) announced doubling its planned Bitcoin injection from 15,000 to 30,000 BTC. • The move aims to solidify the company's dominance at the intersection of AI and cryptocurrency. • The announcement comes amid market turbulence as part of a major strategic partnership. news.live.sources news.keyFacts • NVIDIA stock has risen nearly 50% over the last twelve months. • The company evolved from a hardware supplier into an essential infrastructure provider for the global AI economy. news.live.sources news.keyFacts • Broadcom expects to sell at least 1 million chips based on its 3D stacked design technology by 2027. news.live.sources news.keyFacts • The report discussed NVIDIA's Q4 FY2026 revenue figures, citing numbers ranging between $39.33 billion and $68.13 billion. • Analysts are focusing on a specific metric beyond past results to determine the stock's fate. news.live.sources news.keyFacts • There is a significant divergence, the largest in years, between software stocks and the Nasdaq-100 index. • The tech sector experienced downside action on Thursday amid assessments of Nvidia's earnings results. news.live.sources news.keyFacts • C3.ai reported an earnings miss relative to market expectations. • The company announced significant layoffs across its workforce. • The stock's decline coincided with broader credit fears rippling through the markets. news.keyFacts • The Hindenburg Omen technical indicator has been triggered 6 times over the last month. • The last time this indicator triggered with this frequency was preceding the 2020 pandemic crash. • Market breadth is described as horrendous, which has historically led to rotation into out-of-favor sectors. news.live.sources news.keyFacts • Nvidia CEO Jensen Huang stated that hyperscalers understand that compute capacity directly translates into revenue generation. news.live.sources news.keyFacts • Non-GAAP EPS reached $3.81, significantly exceeding the consensus estimate of $3.05. • Agentforce momentum signaled that the company's AI pivot is generating real commercial traction. news.live.sources news.keyFacts • Nvidia's target price is set at $260, supported by exceptional growth. • The company's gross margins exceed 75% with quarterly free cash flow of $35B. • Forward P/E has compressed to 24–25x, which is below its 5-year average. news.keyFacts • EMP-01 met primary safety and tolerability objectives in a Phase 2a trial for Social Anxiety Disorder. • The drug demonstrated an 11.85 point reduction on the Liebowitz Social Anxiety Scale (LSAS) compared to placebo. • The responder rate was 49% compared to 15% for the placebo group. news.live.sources news.keyFacts • Helen of Troy Limited (HELE) stock dropped 25% following its earnings report. • Law firm Faruqi & Faruqi is investigating potential securities claims on behalf of investors. news.live.sources news.keyFacts • Nebius Group reported a massive revenue growth of 479%. • The company made a strategic $275M acquisition to expand into agentic AI infrastructure. news.live.sources news.keyFacts • ABB achieved a book-to-bill ratio of 1.14, indicating exceptional order growth for 2025. • The electrification segment dominated growth, driven by major data center orders and broad segment strength. • Margins expanded through internal efficiencies, with a rising backlog supporting margin expansion into 2026. news.live.sources news.keyFacts • Nvidia secured a US license to ship a small number of its H200 chips to customers in China. • The license covers less advanced versions of the H200 semiconductor chips. news.live.sources news.keyFacts • Nubank profits jumped 50% as it expanded its Latin American customer base. • The customer base grew 15% to reach 131 million people across Brazil, Mexico, and Colombia. • The digital bank plans to enter the U.S. market. news.live.sources news.keyFacts • Nu Holdings reported Q4 2025 revenue of $4.857 billion, a 62.5% increase year-over-year. • The company's net income surged by 62% to reach $894.8 million. news.live.sources news.keyFacts • Nvidia benefits from low stock-based compensation, light capital expenditure, and high profit margins. • The company's target valuation range is estimated between $4.5 and $6 trillion. • Competitive risks include custom silicon from rivals and capital expenditure constraints among customers. news.live.sources news.keyFacts • Schneider Electric reported record quarterly sales. • The company provided strong financial guidance for 2026. • Growth is driven by surging demand from AI data centers. news.live.sources news.keyFacts • Investor Michael Burry warned of a six-fold increase in Nvidia's purchase obligations. • Nvidia's purchase obligations reached $95 billion in its annual report. news.live.sources news.keyFacts • Nvidia delivered blockbuster earnings results that exceeded expectations. • The company's stock faced a downbeat market reaction despite the strong financial performance. • The weak stock performance is attributed to overall weak investor sentiment in the market. news.keyFacts • Salesforce reported Q4 revenue of $11.2B, a 12% year-over-year increase. • Total Remaining Performance Obligations (RPO) reached $72B, up 14% y/y, the highest growth since July 2024. • FY26 subscription growth guidance is slightly above 10%. news.keyFacts • Ford recalled 4 million vehicles, including F-Series trucks and SUVs, due to a software glitch. • Ford issued 153 recalls in 2025, the most ever by a single manufacturer in a year, involving 12.9 million vehicles. • Ford's recall count exceeds those of Chrysler, GM, International Motors, and Forest River combined. news.live.sources news.keyFacts • Sweetgreen sales fell in 2025 and results missed expectations. • Price hikes and turnaround efforts failed to offset the sales decline. • The company is accelerating its transformation plan to strengthen its core business. news.live.sources news.keyFacts • Pure Storage (PSTG) exceeded fiscal Q4 2026 earnings and sales estimates. • The company achieved its first $1 billion revenue quarter, representing a 20% jump. • The company announced it is rebranding as Everpure. news.live.sources news.keyFacts • 13 out of 14 companies in this cluster reported earnings results that surpassed analyst estimates. • IonQ (IONQ) recorded a massive surprise with earnings of $1.93 per share against an expected loss of $0.48. • Agilent Technologies (A) was the only company in this cluster to report earnings below estimates. news.keyFacts • U.S. stocks rose Wednesday, erasing losses recorded earlier in the week. • Nvidia and other technology companies led the market rally. • Nvidia's earnings beat expectations, helping to calm investor jitters. news.live.sources news.keyFacts • Salesforce committed $50 billion for a new share buyback program. • The company's revenue guidance fell short of market expectations. • The company raised its long-range revenue target following a recent acquisition. news.keyFacts • Marvell Technology acquired Celestial AI's Photonic Fabric technology to boost AI cluster bandwidth. • The company targets $1 billion in revenues from this technology by fiscal year 2029. news.live.sources news.keyFacts • ServiceNow (NOW) stock has decreased by 23.6% over the course of 21 trading days. • There are renewed concerns regarding ServiceNow's subscription growth forecast. • Broader fears about AI disruption in the SaaS sector are impacting the stock's performance. news.live.sources news.keyFacts • Catalyst Pharmaceuticals (CPRX) exceeded Q4 earnings estimates. • Sales of Firdapse and Agamree saw significant year-over-year growth. • The company issued upbeat revenue guidance for 2026 following strong results. news.live.sources news.keyFacts • The company achieved Adjusted EBITDA of $123 million and record free cash flow of $141 million. • Net debt was reduced to $501 million, representing approximately 1.0x TTM Adjusted EBITDA. • Enerflex signed an agreement to divest its operations in the Asia Pacific region to simplify its business. news.live.sources news.keyFacts • The Nasdaq Composite index dropped by more than 350 points during morning trading. • Economic data showed an increase in US initial jobless claims. news.live.sources news.keyFacts • Nvidia (NVDA) is considered the primary driver of market sentiment following its blockbuster earnings report. • Analysts view NVDA as a long-term buy, alongside bullish cases for Microsoft, Caterpillar, and Texas Instruments. news.live.sources news.keyFacts • Flutter, the owner of FanDuel, forecast modest profit growth for 2026, falling far short of analyst expectations. • The weak forecast is attributed to challenges in the U.S. market and ineffective promotional and bonus strategies to win customers. news.live.sources news.keyFacts • The Trade Desk (TTD) exceeded earnings estimates for the fourth quarter. • The company's stock tumbled due to weak forward guidance for the first quarter. • Investors are monitoring whether the company can maintain revenue growth in the high teens. news.keyFacts • Diamondback Energy reported solid Q4 results and resilient cash flow despite commodity price weakness. • Transformative acquisitions of Endeavor Energy and Double Eagle IV have doubled the company's operational footprint. • The company reduced Midland Basin drilling costs to between $550 and $580 per lateral foot. news.live.sources news.keyFacts • Strong tech earnings results have eased investor anxiety regarding the returns on AI investments. • Markets remain cautious due to ongoing volatility and geopolitical tensions. • There is a notable market rotation occurring into the energy sector. news.keyFacts • Zoom reported Q4 non-GAAP earnings per share of $1.44, missing the analyst consensus of $1.49. • The company's shares opened more than 11% lower following the release of the financial results. • The company issued fiscal 2026 profit guidance that was slightly below market expectations. news.keyFacts • AMC reported Q4 revenues in line with reduced estimates, but the business remains under significant financial distress. • The company has over $4 billion in debt and continues to experience heavy cash burn. • Solvency concerns persist as shareholder dilution continues, with nearly 530 million shares outstanding. news.live.sources news.keyFacts • Wayve raised $1.2 billion in funding, bringing its valuation to $8.6 billion. • The round marks one of the largest capital raises for a UK AI startup. • Major tech and automotive players including Microsoft, Nvidia, Uber, and Mercedes-Benz participated in the round. news.live.sources news.keyFacts • Celsius reported adjusted earnings of 26 cents per share, beating analyst expectations of 19 cents. • Revenue more than doubled to $721.6 million from $332.2 million a year earlier, surpassing the $638.9 million forecast. • Company shares jumped 11.74% in premarket trading following the report. news.keyFacts • Viridien's segment revenue reached $1,165 million in 2025, up 4% year-on-year. • IFRS Net Income rose by 40% to reach $71 million compared to 2024. • The company generated $107 million in net cash flow, exceeding the previous guidance of $100 million. news.live.sources news.keyFacts • Air Liquide's EBIT margin excluding energy reached 20.7% in its 2025 results. • Management introduced a new +100bps margin improvement target for 2027, exceeding consensus expectations. • The ADVANCE strategy contributed to lower net debt and higher dividends per share (DPS). news.live.sources news.keyFacts • Eni's adjusted net profit jumped by 35%. • Oil and gas production rose by more than 7%. news.live.sources news.keyFacts • Bloom Energy's total backlog reached $20 billion. • Product backlog increased 2.5x to approximately $6 billion. • The company guides for 2026 revenue of $3.2 billion, a 60% increase. news.live.sources news.keyFacts • Major indexes are currently stalled with a lack of upside catalysts despite strong earnings. • Nvidia's earnings results failed to ignite a new rally in the market. • Fears of AI disruption and sector rotation away from tech are weighing on markets. news.live.sources news.keyFacts • Arcutis reported Q4 2025 revenue of $127.5M, an 84% increase year-over-year. • The company delivered a GAAP EPS beat. • Zoryve has become the leading branded nonsteroidal topical in its indications. news.live.sources news.keyFacts • Nvidia reported blockbuster earnings that beat historic expectations, yet the stock price declined. • The market had already priced in these results due to disclosures from major customers regarding their increased hardware spending. news.keyFacts • Nexa Resources recorded a net income of US$223 million in 2025, compared to a net loss of US$187 million in 2024. • Adjusted EBITDA reached US$772 million for the full year 2025. • Net income for 4Q25 was US$81 million, down from US$100 million in 3Q25. news.live.sources news.keyFacts • Net income and Adjusted EBITDA for 2025 exceeded full-year guidance expectations. • The company integrated approximately $2 billion in acquisitions with meaningful operational synergies. • Leverage ratio improved by 23% annualized, while returning over $185 million to shareholders via dividends and buybacks. news.live.sources news.keyFacts • Bloomberg previously reported that Stripe was considering an acquisition of PayPal, driving shares up 19%. • A Semafor report stated PayPal is not in talks to sell itself and has been working with bankers to prepare for activist campaigns or unwanted bids. • PayPal shares fell 4% following the Semafor report that debunked the takeover rumors. news.live.sources news.keyFacts • Shake Shack's Q4 earnings nearly tripled Wall Street expectations. • Revenue growth accelerated to its fastest pace in recent memory. news.live.sources news.keyFacts • Carnival (CCL) reported record revenues and yields for 2025. • Company profits exceeded $3 billion, with bookings for 2026-2027 reaching record highs. news.live.sources news.keyFacts • C3.ai revenue dropped 46% YoY with collapsing gross margins. • The company reduced its workforce by 26% to save $135M, but commercial momentum remains absent. • Failure to convert pilot programs into long-term contracts and over-reliance on founder-driven sales. news.live.sources news.keyFacts • Meta is utilizing AMD GPUs to build its AI infrastructure. • Meta's capital expenditure (capex) is projected to reach up to $135 billion by 2026. • Meta has entered into nuclear power pacts to support the growing energy needs of its data centers. news.live.sources news.keyFacts • CoreWeave's revenue more than doubled during the most recent quarter. • The company's backlog has swelled to nearly $67 billion. • The company introduced a new object storage service to enhance its cloud infrastructure. news.live.sources news.keyFacts • Krispy Kreme shares jumped more than 34% following the Q4 earnings report. • Q4 revenue reached $392.4 million, exceeding analyst estimates of $389.5 million. • The company provided a positive 2026 outlook despite a 2.9% year-over-year revenue decline. news.live.sources news.keyFacts • Ironwood Pharmaceuticals was downgraded from 'Buy' to 'Sell'. • LINZESS U.S. sales dropped 6% to $864.5M in 2025. • The company declined to exercise its option on CNP-104 after disappointing data, removing a key pipeline catalyst. news.live.sources news.keyFacts • Dan Ives of Wedbush Securities described Nvidia's Q4 performance as a 'superstar performance'. • Wedbush Securities raised its price target for Nvidia stock to $300. news.live.sources news.keyFacts • Figure Technology Solutions reported strong financial results for the fourth quarter and year ended December 31, 2025. • The board authorized a $200 million share repurchase program. • The company is a leading blockchain-native capital marketplace for tokenized assets. news.live.sources news.keyFacts • Snowflake Inc (SNOW) posted better-than-expected financial results for the fourth quarter of fiscal 2026. • Analysts slashed their forecasts for the company despite the positive earnings beat. news.keyFacts • SoundHound AI reported record annual revenue of $169 million for 2025. • Revenue increased by nearly 100% year-over-year. • The company forecasted strong growth ahead following its fourth-quarter results. news.keyFacts • Nvidia shares faltered despite its latest financial results being described as "phenomenal." • Software stocks experienced a bounce as trading flows shifted away from the semiconductor sector. • Investors have begun exiting AI chip names in favor of other tech sectors in what is known as a "rotation trade." news.keyFacts • IonQ stock rose 20.9% to trade at $38.76. • This move marks the stock's best single-session gain since May 22. • The rally was driven by a revenue beat in the company's financial results. news.keyFacts • Nvidia's earnings call clarified that AI is generating actual revenue and is not just limited to cutting labor costs. • The Return on Investment (ROI) for AI technologies is already becoming visible and clear for companies. news.live.sources news.keyFacts • United Therapeutics' revenues grew by over 10% in Q4 and FY2025. • Net income per share increased by approximately 14%, driving a stock rally of over 75%. • Tyvaso remains the dominant franchise in the Pulmonary Arterial Hypertension (PAH) market. news.live.sources news.keyFacts • Nutanix stock surged following news of a forthcoming investment by AMD. • The companies are partnering to provide hyperconverged infrastructure (HCI) targeting AI customers seeking flexible ecosystems. news.keyFacts • Brink's announced an agreement to acquire NCR Atleos in a deal valued at $6.6 billion. • The transaction is structured as a mix of cash and stock to combine two financial technology infrastructure providers. • The merger aims to create a global leader serving the banking and retail sectors. news.keyFacts • Nvidia reported strong earnings that significantly beat market expectations. • The stock experienced a selloff despite positive results, raising questions about tech sector rotation. • CFRA's Angelo Zino analyzed Nvidia vs. AMD and AI investment strategies. news.live.sources news.keyFacts • The company initiated the global pivotal PARADIGM Trial and received FDA IDE approval to start trials in the United States. • The company completed aggregate capital raises totaling $320 million in early 2026, including a strategic investment from Medtronic, plc. • DurAVR® THV clinical outcomes showed favorable 30-day and 1-year results for aortic stenosis patients. news.live.sources news.keyFacts • Aura Minerals signed an agreement with Brazil's DNIT to relocate a federal road crossing the Borborema mine. • The road relocation unlocks an additional 670 Koz of gold reserves. • Total gold reserves at the mine have now reached 1.5 Moz. news.live.sources news.keyFacts • Janus Henderson Group (JHG) confirmed that its Board's Special Committee received an unsolicited, non-binding proposal. • The company had previously entered into a definitive merger agreement with Trian Fund Management on December 22, 2025. news.live.sources news.keyFacts • Google Cloud revenues are seeing significant growth driven by soaring demand for AI technologies. • Alphabet has a $240 billion backlog, signaling strong future business prospects. • Google faces ongoing competition from Amazon and Microsoft in the cloud computing market. news.live.sources news.keyFacts • Tesla's own data reveals its robotaxis are 4x worse at driving than humans. • By NHTSA standards, Tesla Robotaxis are 8x worse than human drivers. • Redactions in reports are hiding even more details regarding the performance data. news.live.sources news.keyFacts • McDonald's posted 5.7% global comparable sales growth in Q4. • Value deals and digital strength were the primary drivers for lifting traffic. • The company plans to open 2,600 new locations in 2026. news.live.sources news.keyFacts • Salesforce (CRM) earnings serve as a 'temperature check' for enterprise software spending. • Data signals that software demand is holding up, with a shift toward platformization strategies. • The 'Agentforce' system is contributing to building a strong financial backbone for Salesforce. news.live.sources news.keyFacts • PSKY has submitted a $31 per share bid to acquire Warner Bros. Discovery. • There is speculation that Netflix might exit the bidding war following the latest offer. news.live.sources news.keyFacts • The stock market experienced a notable decline driven by a selloff in Nvidia and the semiconductor sector. • The tech sector's decline directly weighed on major Wall Street indices ahead of the closing bell. news.live.sources news.keyFacts • Block Inc. announced it is cutting 4,000 jobs as part of a major restructuring process. • Restructuring costs are expected to reach up to $500 million and be completed by mid-2026. • The company's stock (SQ) rose following the announcement as investors welcomed the cost-cutting measures. news.live.sources news.keyFacts • Netflix CEO Ted Sarandos arrived at the White House for a meeting. • The meeting is related to Netflix's efforts to acquire part of Warner Bros. Discovery. news.live.sources news.keyFacts • Flutter Entertainment, the parent company of FanDuel, reported fourth-quarter earnings that missed Wall Street expectations on nearly every metric. • CEO Peter Jackson stated that the fourth quarter was challenging and not everything went according to plan. news.live.sources news.keyFacts • The Amplify Lithium & Battery Technology ETF (BATT) returned 91.2% over the past year. • Lithium prices doubled from their 2025 lows to around $20,000 per metric ton. • The lithium market shifted from oversupply to what analysts call a structural deficit. news.live.sources news.keyFacts • Trump's new tariff threats have led to the emergence of an investment strategy known as the 'Sell-America' trade. • A specific Vanguard ETF is being highlighted as the best vehicle for executing this strategy. news.live.sources news.keyFacts • Novavax swung to a profit in the fourth quarter of 2025 as sales climbed. • Novavax (NVAX) shares rose following the announcement of its quarterly and full-year financial results. news.live.sources news.keyFacts • Nvidia expects the global shortage of gaming chips to last until the end of 2026. • The video game industry is facing pressure from weak sales and slowing consumer demand. news.live.sources news.keyFacts • January 2026 saw record-breaking inflows from investors into ex-U.S. equities. • 2025 was a standout year for emerging markets equities performance, boosting their appeal. news.live.sources news.keyFacts • Duolingo forecast first-quarter and 2026 bookings below analyst expectations. • The company is shifting its strategy to prioritize faster user growth over immediate monetization. • The strategic move is expected to weigh on bookings growth and profitability this year. news.live.sources news.keyFacts • Hedera network is hosting 12 money-market funds from BlackRock and State Street. • The initiative focuses primarily on the Real World Asset (RWA) tokenization sector. • The collaboration aims to bring massive institutional liquidity into the Hedera ecosystem. news.live.sources news.keyFacts • Bitcoin options worth $10.5 billion are set to expire this Friday. • The event is being analyzed as a potential catalyst to end the current bear market trend. news.keyFacts • Bitcoin price is rapidly approaching the $70,000 psychological resistance level. • $420 million in short positions were liquidated as the price surged. • Market sentiment has flipped to FOMO (Fear Of Missing Out), driving retail and institutional buying. news.live.sources news.keyFacts • Bitcoin price plunged from around $45,000 to near $38,000 by February 27. • The crash was attributed to mass position unwinding rather than exchange manipulation. news.live.sources news.keyFacts • Bitcoin has lost more than 47% of its value since October. • The collapse is significantly impacting companies that invested in and relied on the cryptocurrency. news.live.sources news.keyFacts • Bitcoin price rose over 7% to reach $69,487. • The price surge was driven by a spike in short liquidations. • Bullish Nvidia earnings report improved risk-on sentiment across markets. news.keyFacts • Bitcoin held above $68,000 as ETF inflows accelerated and market sentiment improved. • Bitcoin ETFs saw $506.5 million in net inflows on Wednesday. • Ethereum ETFs reported $157.1 million in net inflows. news.keyFacts • UNI token price jumped 15% following a governance proposal to expand the fee switch mechanism. • The proposal aims to activate protocol fees across 8 additional chains and automate collection on v3 pools. • The move is estimated to add approximately $27 million in annualized revenue. news.keyFacts • Short sellers of MicroStrategy (MSTR) faced estimated losses of $3.3 billion due to a short squeeze. • The sharp rally in the company's stock price was driven by strong positive momentum in Bitcoin. news.keyFacts • Polkadot (DOT) price surged nearly 30% within a 24-hour period. • The sharp rally erased almost a month of previous losses. • The move surprised traders who expected Bitcoin to be the primary market leader. news.keyFacts • Morgan Stanley announced plans to launch native crypto custody and exchange solutions. • The plans were revealed during the Strategy World event. • The expanded services will include lending, trading, and digital custody. news.keyFacts • Bitcoin is struggling to decisively push above the $66,000 level due to persistent selling pressure. • Data shows weak buying momentum and elevated volatility across the crypto market in early 2026. • The institutional architecture binds Bitcoin's price action to the Nasdaq, weakening its status as a safe-haven asset or 'digital gold'. news.live.sources news.keyFacts • Ethereum exchange deposits have reached their highest level in six months. • Market sentiment is shifting toward caution and panic as price rebound attempts fail to sustain momentum. news.live.sources news.keyFacts • Bitcoin touched the $70,000 mark before fading, while altcoins led the strongest market bounce in weeks. • Ether, Solana, and Cardano outperformed Bitcoin, suggesting a rotation into higher-beta tokens. • Forced selling pressure from the February crash is beginning to clear. news.keyFacts • Bitcoin, Ethereum, and Solana recorded one of their strongest single-day rebounds in weeks. • Analysts noted a pause in the recurring '10 a.m. dump' selling pattern following a lawsuit involving Jane Street. • The rally snapped a steady slide that had pushed bitcoin down sharply from its October highs. news.keyFacts • Bitcoin bounced back toward $69,000 on Feb. 25 after dropping to the low-$60,000s. • The price volatility resulted in the liquidation of nearly $500 million in short positions. • Glassnode data indicates price remains within the $60,000-$69,000 range that has defined February trading. news.live.sources news.keyFacts • Visa and Intuit are utilizing Circle's USD Coin (USDC) to accelerate transaction speeds. • Bermuda is exploring the usage of USDC to power a fully “on-chain” economy. news.live.sources news.keyFacts • Zcash saw a surge of 600% to 820% during 2025. • Monero achieved a 130% surge in the same period. • Privacy-focused cryptocurrencies are transitioning from investment assets to payment infrastructure. news.live.sources news.keyFacts • Bitcoin price started a major increase, moving above the $68,000 level. • The cryptocurrency is currently struggling to clear the $70,000 resistance level. • There is a potential for a correction of some gains if the price fails to break the current resistance. news.keyFacts • Nvidia reported $68 billion in revenue last quarter, exceeding Wall Street expectations. • The company expects revenue to grow to $78 billion in the next quarter. • Nvidia's strong performance led to a price increase in cryptocurrencies linked to AI projects. news.keyFacts • Bitcoin's rebound near $70,000 is losing momentum and fading. • A technical 'death cross' pattern is looming, signaling further downside risk. • Persistent selling by short-term holders is pushing prices toward the $30,000 zone. news.live.sources news.keyFacts • Circle shares jumped 35%, reaching their highest point since the company's IPO. • The supply of the USDC stablecoin soared by 72%. • Circle stock demonstrated strong resilience following a broader cryptocurrency market crash. news.live.sources news.keyFacts • The OCC proposal seeks to implement the GENIUS Act. • The proposal would bar yield on payment stablecoins. • It introduces a rebuttable presumption against common issuer–affiliate reward structures. news.live.sources news.keyFacts • Michael Saylor unveiled the 'digital credit' concept involving the issuance of yield-bearing financial instruments collateralized by Bitcoin. • Saylor signaled a potential expansion of these financial instruments to other networks such as Solana (SOL). • MicroStrategy introduced 'Perpetual Stretch Preferred Stock' (STRC) as an example of these digital credit instruments. news.live.sources news.keyFacts • Bitcoin has lost 45% of its value since October, currently trading at $68,617. • The Crypto Fear & Greed Index dropped to 5, its lowest reading ever recorded. • South Korea's stock market (KOSPI) just hit a new all-time high. news.live.sources news.keyFacts • Aave has surpassed the $1 trillion milestone in total cumulative lending volume. • The protocol secures $27.2 billion in user value and generated $83.3 million in fees over the past 30 days. • The protocol is seeking further expansion through integrations with traditional banks and fintech firms. news.keyFacts • MicroStrategy's (MSTR) preferred securities are offering an 11% yield, attracting institutional interest. • There is a $5 billion short position against MSTR common stock. • The company's stock is considered a proxy for Bitcoin investment. news.live.sources news.keyFacts • Bitcoin price reclaimed the $69,000 level as technical support. • Liquidation heatmaps show heavy liquidity stacked toward the $80,000 level. • The weekly EMA200 remains a key technical level to watch for trend confirmation. news.live.sources news.keyFacts • Telegram Wallet launched 'Vaults', allowing users to access on-chain yield strategies for BTC, ETH, and USDT directly. • Lending infrastructure is provided by Morpho, while TAC brings EVM compatibility to the TON network. • Re7, a specialist firm, manages the tokenized yield strategies within these Vaults. news.keyFacts • Centrifuge (CFG) token price surged by over 180% within a few hours. • The surge was driven by the announcement of the token's listing on the South Korean exchange Upbit. • The price experienced a slight retracement later as traders took profits and mixed technical indicators emerged. news.live.sources news.keyFacts • The return of spot Bitcoin ETF inflows may fuel a BTC price recovery. • Traders are identifying potential rebound targets between $75,000 and $80,000. news.keyFacts • The Ethereum Foundation (EF) released a decade-long roadmap called 'strawmap' aimed at scaling the ecosystem and improving privacy. • The project aims to increase transaction speeds to 10,000 TPS for Layer 1 and 10 million TPS for Layer 2 protocols. • The plan includes strategies to enhance resistance against potential threats from quantum computing. news.keyFacts • Tether (USDT) exchange reserves have dropped by $9 billion over the past two months. • The $50 billion USDT reserve level is facing significant pressure as a key liquidity support. news.live.sources news.keyFacts • Bitcoin price is nearing the $70,000 level as billions of dollars re-enter the crypto space. • There are concerns among analysts that the current rally might be a 'bull trap'. news.keyFacts • Bitcoin reached $69,550, marking its highest point in over a week. • The price recovered sharply from around $62,350 in less than 24 hours. • The surge coincided with US stock markets turning green and the return of ETF inflows. news.live.sources news.keyFacts • A US Senator opened an inquiry into Binance over allegations it fired investigators who flagged funds flowing to Iran. • The allegations involve more than $1 billion flowing to Iranian entities via the platform. news.live.sources news.keyFacts • Bitcoin traded at $68,269 on Feb. 26, 2026, as price approached a stubborn resistance cluster. • The market structure is constructive with momentum attempting to pivot upward. • Price is hovering in a 'decision zone' near the $70,000 psychological level. news.live.sources news.keyFacts • Gold's price surged by 51% while Bitcoin's value dropped by 43%. • Bitcoin has begun breaking its typical correlation with the S&P 500 index. news.live.sources news.keyFacts • Circle's Q4 revenue increased by 77% driven by strong growth. • USDC circulation reached a milestone of $75.3 billion. • The company is advancing its Arc mainnet launch and expanding global stablecoin partnerships. news.keyFacts • Bitcoin miners withdrew over 36,000 BTC from exchanges during February. • This outflow marks one of the largest monthly movements in recent memory according to tracking data. news.live.sources news.keyFacts • US President Donald Trump influences cryptocurrency market movements through his policies and speeches. • Trump has declared ambitious crypto goals aimed at strengthening the US position in the sector. news.live.sources news.keyFacts • Wall Street institutions flooded into Ethereum prior to a 15% price rally. • Data suggests potential 'frontrunning' by institutions ahead of retail investors. news.live.sources news.keyFacts • Solana price rallied over 17% in two days as the broader crypto market recovered. • The price confirmed a bullish breakout from a technical symmetrical triangle pattern. • Analysts are eyeing a rally above the $100 level in the coming sessions. news.live.sources news.keyFacts • Bitcoin price surpassed the $68,000 level, adding $120 billion to its market capitalization. • The recent surge disrupted a recurring trading pattern known as the '10 a.m. dump'. • The upward momentum was driven by liquidations and a decline in Open Interest. news.live.sources news.keyFacts • Ethereum's price returned to the $2,000 level, which is considered a potential turning point for the market. • US spot ETH ETFs witnessed a surge in inflows after weeks of subdued activity. • Volatility levels in the Ethereum market exploded after a period of limited activity. news.keyFacts • Bitcoin miner MARA shares jumped 17% following the deal announcement. • The deal with Starwood involves converting and expanding select facilities to serve AI data center needs. news.live.sources news.keyFacts • Cryptocurrency is becoming a permanent fixture in US 401(k) retirement plans. • The regulatory landscape has shifted from bans to a presidential mandate and new Department of Labor (DOL) guidance. • There is an increase in large institutional bets on integrating digital assets into long-term investment portfolios. news.live.sources news.keyFacts • AVAX price rose 10%, with $15 emerging as a key price target. • $2 billion in Real World Assets (RWAs) migrated to the Avalanche blockchain. news.live.sources news.keyFacts • Institutional investors acquired nearly 150,000 Bitcoins throughout the year 2025. news.live.sources news.keyFacts • Cardano (ADA) jumped nearly 10% in a daily rally, outperforming the broader market. • Bitcoin touched the $70,000 level before retracing toward $68,000, with dominance remaining above 56%. • Bitcoin ETFs recorded inflows totaling $257 million. news.keyFacts • U.S. spot Bitcoin ETFs drew in $506 million in inflows. • The Coinbase premium flipped positive, indicating a rebound in demand. • This marks the first significant rebound in Bitcoin demand since November. news.live.sources news.keyFacts • Japan's Progmat is moving 439.6 billion Yen (approx. $2B) in security tokens to the Avalanche blockchain. • The move is part of a major infrastructure overhaul to push toward global on-chain finance. • Progmat is a key player in Japan's regulated digital asset market. news.live.sources news.keyFacts • A new report from River indicates that 23 governments now hold Bitcoin on their balance sheets. • Bitcoin is increasingly moving from private portfolios to public balance sheets of nations. news.live.sources news.keyFacts • American Bitcoin Corp (ABTC) reported a 159% year-on-year revenue surge in its Q4 2025 earnings report. • Quarter-on-quarter revenue increased by 22% to reach $78.3 million. • These results come just 6 months after the company's debut on the US stock markets. news.live.sources news.keyFacts • Benchmark analysts support MicroStrategy's pivot toward using STRC as the primary engine for bitcoin accumulation. • Michael Saylor is shifting focus from promoting corporate bitcoin balance sheet adoption to marketing STRC as a core funding vehicle. news.live.sources news.keyFacts • Bitcoin price climbed 6% to break above the $70,000 threshold. • Traders are watching for a critical weekly close near $68,355 and the 200-week EMA. • A divergence is noted as capital rotates from gold into Bitcoin. news.live.sources news.keyFacts • Ethereum's price dropped below the $2,000 level. • Technical charts indicate the market was already rolling over prior to the recent drop. • The analysis downplays the impact of Vitalik Buterin's actions, focusing instead on on-chain selling pressure. news.live.sources news.keyFacts • XRP price surged 10% following a rebound in ETF inflows. • Optimism surrounding the Market Structure Bill is lifting overall crypto market sentiment. • Bulls are targeting the $2 level despite some bearish short-term technical signals. news.keyFacts • Bitcoin, Ethereum, and XRP experienced a synchronized price increase. • Institutional inflows and regulatory clarity are key drivers for the current upside. • Macroeconomic relief has contributed to the gains in digital assets. news.live.sources news.keyFacts • Citibank, managing $2.5 trillion in assets, announced plans to integrate Bitcoin services by 2026. • The move comes amid broader adoption of Bitcoin for payment services. news.keyFacts • Bitcoin spot ETFs recorded net inflows exceeding $506 million. • These inflows represent the highest level recorded in the past 3 weeks. • Analysts suggest institutional sentiment is stabilizing and shifting toward cautious accumulation. news.keyFacts • The Ethereum Foundation launched a new strategic initiative to bolster DeFi growth on its network. • The initiative focuses on improving protocol security, scaling adoption, and fostering on-chain financial services. news.live.sources news.keyFacts • Circle's price surged nearly 50% following its earnings report. • The rally was fueled by a short squeeze rather than strong financial performance. • Analysts noted that hedge funds had overcrowded bearish positions that were violently liquidated. news.live.sources news.keyFacts • Ethereum surged past the $2,000 psychological level, reaching $2,158 within a single day. • The positive momentum is attributed to spot ETF inflows and optimism surrounding the network's upgrade roadmap. • The rally follows weeks of sideways trading and consolidation around the $1,900 mark. news.live.sources news.keyFacts • Bitcoin price surged by more than 7%, breaking past the $69,000 level. • The rally follows weeks of intense selling pressure in the market. • The upward move caught many traders off guard after a period of decline. news.live.sources news.keyFacts • Bloomberg and Kaiko aim to embed licensed financial data directly on blockchain networks. • The initiative targets institutional tokenized Treasurys and repo markets. • The target tokenized asset market is currently valued at approximately $25 billion. news.live.sources news.keyFacts • Gold prices smashed the $5,200 level triggered by Trump's tariffs and US-Iran tensions. • Technical forecasts suggest the XAU/USD bullish channel could maintain momentum toward $5,330. news.keyFacts • Geopolitical tensions between the U.S. and Iran have pushed oil prices to seven-month highs. • Iran’s oil output has recovered to near pre-sanctions levels by supplying discounted crude to Chinese independent refiners. • FGE NexantECA predicts oil prices could spike to $100 per barrel if a military conflict breaks out between Washington and Tehran. news.live.sources news.keyFacts • Saudi Arabia has started increasing oil output as a contingency plan in case of a U.S. attack on Iran. • The move aims to reinforce the Kingdom's role as a reliable supplier and swing producer to stabilize markets. • U.S. President Donald Trump revealed he is considering a limited military strike on Iran. news.keyFacts • A third round of nuclear talks began in Geneva on February 26 as a last-ditch effort to avoid military conflict. • The U.S. has deployed two carrier groups within striking distance of Iran while weighing military action options. • Iranian Foreign Minister Abbas Araqchi is representing the Iranian side in the negotiations. news.live.sources news.keyFacts • US crude oil stocks jumped by 16 million barrels in a single week. • Total commercial stocks, excluding the Strategic Petroleum Reserve, stood at 435.8 million barrels as of February 20. news.live.sources news.keyFacts • VLCC charter rates reached $200,000 - $208,000 per day, the highest level in 6 years. • South Korea's Sinokor group controls approximately 120 VLCCs, representing about one-third of the globally traded fleet. • War-risk premiums rose due to a 47% probability of a US-Iran conflict according to Polymarket. news.live.sources news.keyFacts • China and the United States possess sufficient strategic reserves to withstand oil supply disruptions in the Middle East. • Brent crude has reached a seven-month high of $71 per barrel amid geopolitical tensions. • The standoff between the U.S. and Iran could lead to military strikes and disruptions in oil shipping. news.live.sources news.keyFacts • The US government is transitioning from a lender to a market-maker by using direct equity stakes and price floors for minerals. • The DOE provided a $2.3 billion loan to Lithium Americas for the Thacker Pass project, restructured with warrants for equity upside. • The US government took a 15% stake in MP Materials and a 10% stake in USA Rare Earth. news.live.sources news.keyFacts • South America is expected to see 36 FPSO projects between 2021 and 2030. • Total greenfield commitments for the projects are worth approximately $181 billion. • FPSO costs range from $339 million to $4.6 billion per unit. news.live.sources news.keyFacts • Oil inventories saw a massive build of 16 million barrels. • Oil prices currently hold a $10 risk premium due to geopolitical tensions. • Diplomatic efforts in Geneva are acting as a shield, preventing WTI from breaking below the $70 level. news.live.sources news.keyFacts • Nuclear talks have restarted in Geneva as Iran's offshore oil storage ('oil on the water') reaches record highs. • Goldman Sachs forecasts oil prices to hit $60 by year-end 2026, citing a potential easing of geopolitical tensions. news.keyFacts • ING analysts state that the outcome of US-Iran nuclear talks will be crucial for oil, with a significant risk premium at stake. • ICE Brent timespreads are signaling improved supply conditions. • Fundamentals and OPEC+ decisions could push prices lower if geopolitical tensions ease. news.live.sources news.keyFacts • The United States and its allies have pledged more than $8.5 billion to regain control of the rare earth supply chain. • China currently dominates the manufacturing and processing of rare earths following decades of strategic investment. • Rare earth processing was previously pushed out of Western supply chains due to high capital intensity and technical demands. news.live.sources news.keyFacts • Iran tripled the rate of oil tanker loadings at Kharg Island between February 15 and 20. • Crude oil exports from Iran's main hub reached 20.1 million barrels during a 5-day period. news.live.sources news.keyFacts • TD Securities expects gold to reach new record highs. • The primary driver for this rally is the so-called 'debasement trade'. news.live.sources news.keyFacts • Zimbabwe announced an immediate suspension of lithium concentrates and raw mineral exports to enforce local processing. • Zimbabwe accounts for approximately 9.2% of global lithium mine output based on 2024 data. • Goldman Sachs analyst James McGeoch sees a potential trading opportunity due to the supply disruption. news.live.sources news.keyFacts • Gold recorded its 8th consecutive monthly gain. • The gold-silver ratio hit a 10-year low. • Emerging markets including India and Turkey are building institutional foundations to support gold prices. news.live.sources news.keyFacts • Crude oil broke below a key technical trendline to the downside. • Reports indicate a massive build in U.S. oil inventories. • Growing optimism regarding Iran talks suggests a potential increase in global supply. news.live.sources news.keyFacts • Gold has shifted from underperformance to outperformance versus the US dollar based on its trailing 60-day beta. • Deutsche Bank calls the development a “positive crossover,” reinforcing its constructive stance on precious metals. • A surge in silver prices is adding to the overall bullish case for the precious metals sector. news.live.sources news.keyFacts • The European Commission is preparing to submit a legal proposal on April 15 to make the ban on Russian oil imports permanent. • Russian Foreign Ministry spokeswoman Maria Zakharova labeled the plan "madness" and called EU leaders "madmen." news.live.sources news.keyFacts • Bank of America sees a path for gold prices to reach $6,000 per ounce. • Gold is currently consolidating below the $5,200 level. news.live.sources news.keyFacts • EU Sanctions Envoy David O’Sullivan stated that a full ban on maritime services for Russian crude oil requires coordination with the G7. • The European Commission proposed this ban as part of its 20th sanctions package against Russia. • The proposed measure aims to slash Russian energy revenues and make it harder for Russia to find buyers for its oil. news.live.sources news.keyFacts • Increasing Ukrainian drone attacks threaten Kazakhstan's oil export infrastructure that transits through Russian territory. • Kazakhstan is facing complex negotiations with foreign partners regarding operating agreements for key oil fields. • Oil exports are the lifeline of Astana's state budget, and any disruption poses a significant financial risk. news.live.sources news.keyFacts • Business leaders warn of a sharp slowdown in Panama's economic growth if the Cobre Panama mine remains closed through 2027. • The mine is owned by First Quantum Minerals. news.live.sources news.keyFacts • The US DOE awarded record loans totaling up to $26.54 billion to Alabama Power and Georgia Power. • The loans are intended to lower the cost of grid investments for the Southern Co subsidiaries. news.live.sources news.keyFacts • Rabobank strategists argue that global LNG markets would be pulled higher by oil if Strait of Hormuz flows are threatened. • Oil-indexed contracts are the primary mechanism transmitting price shocks from the oil market to LNG markets in Europe and Asia. news.live.sources news.keyFacts • Gold price (XAU/USD) trades near $5,165 during the early Asian session on Thursday. • Escalating geopolitical tensions between the United States and Iran are bolstering the precious metal's gains. • Ongoing uncertainty regarding US tariff policies is driving safe-haven demand for gold. news.keyFacts • AI hotspots globally are seeing an unexpected and massive surge in demand for reliable power supply. • There is a severe shortage of gas turbines required to secure the growing electricity demand. • The power sector may be forced to increase reliance on coal or slow down the AI revolution due to equipment shortages. news.live.sources news.keyFacts • WTI Crude fell by 1.61% to trade below the $65 per barrel threshold, reaching $64.38. • Brent Crude dropped by 1.27% to $69.96 per barrel, pressured by diplomatic talks. • The U.S. and Iran began crucial talks in Geneva in what is seen as a final diplomatic attempt to reach a nuclear deal. news.keyFacts • TD Securities expects copper prices to reach new highs over the next six months. • Copper is seen as a key beneficiary of the debasement and diversification trade. • A deep supply deficit and strategic stockpiling are contributing to price support. news.live.sources news.keyFacts • Cheniere Energy reported a net income of $5.33 billion for 2025, up 64% from 2024. • Revenues increased by 27% to $19.976 billion driven by higher export volumes. • The company produced a record amount of LNG in 2025, exporting 670 cargoes. news.live.sources news.keyFacts • AI capital expenditure and the 'wealth effect' from tech stocks like Nvidia now drive one-third of U.S. GDP growth. • Analysts warn the economy is vulnerable if investors start to doubt the AI narrative. news.live.sources news.keyFacts • Canada's finance minister says the US is unlikely to lift tariffs. • US President Donald Trump proposed replacing income taxes with global tariffs as the main revenue source. news.live.sources news.keyFacts • Freddie Mac's survey showed the 30-year fixed-rate mortgage averaged 5.98%. • This marks the first time rates have dropped below the 6% threshold in 3.5 years. news.keyFacts • The U.S. annual deficit is projected to reach 5.9% of GDP by 2030. • The deficit will exceed spending on Social Security and equal major health programs. • The projected deficit is well ahead of calls to reduce it to 3% of GDP. news.live.sources news.keyFacts • Approximately $137 billion in Treasury settlements are expected to drain liquidity from markets over four trading days. • Historical data indicates that equities and Bitcoin notably underperform on settlement days compared to non-settlement days. news.live.sources news.keyFacts • Gold is signaling that the U.S. is approaching an insurmountable 'debt wall'. • The Federal Reserve is facing 'impossible math' regarding debt sustainability and monetary policy. news.live.sources news.keyFacts • Manufacturing and services PMI readings are scheduled for release next week. • Significant employment and jobs data will be released in early March. news.live.sources news.keyFacts • Tokyo CPI is considered a leading indicator for national inflation trends in Japan. • Markets are awaiting the data to assess the likelihood of the Bank of Japan adjusting its monetary policy. news.live.sources news.keyFacts • The USD/CNY exchange rate reached 6.8365, its lowest level since April 2023. • The yuan's rise is attributed to the 'debasement trade' gaining momentum. news.live.sources news.keyFacts • The Japanese Yen is facing downward pressure with the 160 level against the USD in focus. • PM Takaichi expressed concerns regarding further interest rate hikes. • ING expects a BoJ rate hike to 1.0% in June 2026 despite perceived dovish appointments. news.live.sources news.keyFacts • The Chinese Yuan reached its strongest level against the dollar since April 2023. • The Japanese Yen led gains among G10 currencies during a period of FX consolidation. news.live.sources news.keyFacts • The Reserve Bank of New Zealand (RBNZ) is facing mounting pressure to shift its patient stance on interest rates. • Forecasts for NZD/USD and NZD/JPY are being impacted by the potential for a monetary policy shift. news.keyFacts • AUD/USD rose to trade around 0.7120, approaching three-year highs. • The Australian Dollar recorded gains for the third consecutive session during Asian hours on Thursday. • The primary driver behind the rise is market bets on the Reserve Bank of Australia (RBA) raising interest rates. news.keyFacts • Tokyo CPI and retail sales beat forecasts, providing a boost to the Yen. • The USD/JPY pair dropped below the 156 level. • Bets on a Bank of Japan rate hike have revived following the positive data. news.live.sources news.keyFacts • US envoys Steve Witkoff and Jared Kushner met with Iranian Foreign Minister Abbas Araghchi in Geneva for over 3 hours. • The US demanded "zero enrichment," the dismantling of 3 main nuclear sites, and the transfer of 60% enriched uranium to Washington. • Talks stalled following strict US demands, leaving President Trump to decide between military action or diplomacy. news.live.sources news.keyFacts • The U.S. Supreme Court struck down President Trump's global tariffs. • Trump responded by implementing a new, across-the-board import surcharge. • The EU demanded that the U.S. adhere to the terms of a trade deal agreed upon last year. news.live.sources news.keyFacts • US and Iranian negotiators meet in Geneva, but reports suggest Tehran's offer fails to meet core US demands regarding ballistic missiles and regional proxies. • US VP Vance claimed there is evidence Iran is trying to rebuild its nuclear program, potentially providing a casus belli. • Notable US military movements include the Navy fleet in Bahrain taking to sea and the deployment of additional F-22s to the region. news.live.sources news.keyFacts • The CIA posted a Farsi-language guide to help Iranians evade internet restrictions and contact the agency. • The agency's social media outreach has garnered millions of views. • These developments occur as President Trump considers potential military action against Iran. news.live.sources news.keyFacts • Nuclear talks between the U.S. and Iran are taking place in Geneva, triggering volatility in global markets. • Geopolitical risks stemming from the talks are supporting gold and oil prices as safe-haven assets. • Equities, the dollar, and Treasury yields are reacting to shifting expectations between diplomatic resolution and escalation. news.live.sources news.keyFacts • Israel and the U.S. launched intensive airstrikes (Operation Rising Lion) on Iranian nuclear targets in June 2025. • The Natanz complex was severely damaged, rendering large-scale enrichment inoperable, while the Tehran Research Reactor escaped major damage. • Iran still retains approximately 400 kg of 60% highly enriched uranium (HEU) and is currently fortifying its underground facilities. news.live.sources news.keyFacts • China’s Commerce Ministry warned it would take "all necessary measures" to respond if Washington imposes new tariffs following a review of the 2020 trade pact. • China maintains it has upheld its Phase One agreement commitments, including intellectual property protections and access to financial and agricultural sectors. • Beijing accused the US of hampering trade by expanding export controls and tightening scrutiny of cross-border investments. news.live.sources news.keyFacts • Hungary accused Ukraine of disrupting oil supplies it receives from Russia, labeling it an 'oil blockade'. • Hungary has stationed soldiers at critical energy facilities across the country following the accusations. news.live.sources news.keyFacts • Escalating US-Iran tensions are boosting safe-haven demand. • Gold is attracting investors while equities and Bitcoin face downward pressure. news.live.sources news.keyFacts • A bipartisan group of lawmakers is working to limit advanced chip exports to China. • The move specifically targets Nvidia and challenges the White House's current stance. news.live.sources news.keyFacts • BoJ Governor Kazuo Ueda stated that the bank will continue to raise interest rates if economic and price forecasts materialize. news.keyFacts • Fed Governor Stephen Miran stated that the Fed should cut interest rates by about a percentage point (100 basis points) this year. • Miran noted that private credit does not show worrisome signs and prices currently seem stable. • Miran specified that four rate cuts would be appropriate for this year. news.live.sources news.keyFacts • Fed Governor Stephen Miran stated that inflation is no longer a major threat to the economy. • Miran addressed issues of bank overregulation and expectations for future interest rate cuts. news.live.sources news.keyFacts • Core PCE inflation accelerated to 3.0% in December, significantly above the Fed's 2.0% target. • The unemployment rate remains low at 4.3% despite economic challenges. • The Fed's rate cuts in October and December 2025 are considered premature given the persistent inflation. news.live.sources