Archives d'actualités

February 28, 2026Connecté

99 actualitésDernière mise à jour: 8:16:23 PM

Géopolitique

GéopolitiqueBaissierMis à jour×2

Trump Justifies Iran Strikes via Truth Social as Bitcoin Plunges on Nuclear Concerns

Faits marquants

•Trump announced that the U.S. military has commenced major combat operations in Iran.
•Israeli Defense Minister Israel Katz described the attack as an effort to remove threats.

Impact:

10/10

WTI BRENT XAU/USD SPY DXY

24 days ago

Actions

ActionsHaussier

SpaceX Targets Historic $1.75 Trillion Valuation in Planned 2026 IPO

Faits marquants

•SpaceX is preparing to file confidential IPO paperwork in March 2026, with a potential debut in June.
•The company targets a valuation of $1.75 trillion, which would rank it behind only five members of the S&P 500.
•The IPO could raise up to $50 billion, exceeding Saudi Aramco’s record $29 billion offering.

Impact:

9/10

TSLA SPY QQQ ARKX

25 days ago

Macroéconomie

MacroéconomieBaissier

AI Governance Crisis Triggers Market Meltdown as Regulation Lags Technology

Faits marquants

•An AI-driven market meltdown occurred amid a lack of regulatory guardrails.
•The pace of AI development is outstripping the ability of governments to establish governing laws.
•There is an intensifying political fight over how to control the accelerating technological race.

Impact:

9/10

QQQ SPY NVDA MSFT XAU/USD

24 days ago

Matières premières

Matières premièresBaissierMis à jour

OPEC+ Weighs Output Hike Above Planned 137,000 BPD After Iran Strikes

Faits marquants

•OPEC+ is considering a larger oil output increase following military strikes by the U.S. and Israel on Iran.
•Sources indicate this move is a response to recent geopolitical developments in the region.

Impact:

8/10

Brent Crude WTI USO

24 days ago

Crypto

CryptoHaussierMis à jour

Morgan Stanley to Launch BTC, ETH, and SOL ETFs in January Following Bank Charter Filing

Faits marquants

•Morgan Stanley filed for a de novo national trust bank charter to handle digital assets.
•The charter would allow the bank to provide digital asset custody and staking services.

Impact:

8/10

BTC ETH SOL MS

25 days ago

Banques centrales

Banques centralesBaissierMis à jour

Iranian Attack Repercussions Raise Doubts Over Fed Rate Cuts Until 2026

Faits marquants

•Growing tensions with Iran are driving oil prices higher.
•Rising energy costs are eroding the rationale for the Federal Reserve to implement interest rate cuts this year.

Impact:

8/10

WTI Crude Brent Crude DXY US10Y SPY

24 days ago

Obligations

ObligationsMixte

US Bond Market Volatility as AI Concerns Clash with High Inflation Data

Faits marquants

•The $30 trillion U.S. bond market is being influenced by concerns over the potential destructive impact of artificial intelligence on the economy.
•The bond market's behavior is considered strange as it occurs despite a hot inflation report, which typically drives yields higher.

Impact:

7/10

US10Y TLT TBT AGG USD

24 days ago

Forex

ForexMixte

USD/JPY Under Pressure as Bond Market Signals Economic Growth Concerns

Faits marquants

•The bond market is sending a clear warning regarding slowing economic growth.
•USD/JPY price action remains compressed and increasingly difficult to read as market regimes shift.
•Markets are awaiting the upcoming Non-Farm Payrolls as a key catalyst.

Impact:

7/10

USD/JPY US10Y DX-Y

25 days ago

February 28, 2026Connecté

99 actualitésDernière mise à jour: 8:16:23 PM

Géopolitique

GéopolitiqueBaissierMis à jour×2

Trump Justifies Iran Strikes via Truth Social as Bitcoin Plunges on Nuclear Concerns

Faits marquants

•Trump announced that the U.S. military has commenced major combat operations in Iran.
•Israeli Defense Minister Israel Katz described the attack as an effort to remove threats.

Impact:

10/10

WTI BRENT XAU/USD SPY DXY

24 days ago

Actions

ActionsHaussier

SpaceX Targets Historic $1.75 Trillion Valuation in Planned 2026 IPO

Faits marquants

•SpaceX is preparing to file confidential IPO paperwork in March 2026, with a potential debut in June.
•The company targets a valuation of $1.75 trillion, which would rank it behind only five members of the S&P 500.
•The IPO could raise up to $50 billion, exceeding Saudi Aramco’s record $29 billion offering.

Impact:

9/10

TSLA SPY QQQ ARKX

25 days ago

Macroéconomie

MacroéconomieBaissier

AI Governance Crisis Triggers Market Meltdown as Regulation Lags Technology

Faits marquants

•An AI-driven market meltdown occurred amid a lack of regulatory guardrails.
•The pace of AI development is outstripping the ability of governments to establish governing laws.
•There is an intensifying political fight over how to control the accelerating technological race.

Impact:

9/10

QQQ SPY NVDA MSFT XAU/USD

24 days ago

Matières premières

Matières premièresBaissierMis à jour

OPEC+ Weighs Output Hike Above Planned 137,000 BPD After Iran Strikes

Faits marquants

•OPEC+ is considering a larger oil output increase following military strikes by the U.S. and Israel on Iran.
•Sources indicate this move is a response to recent geopolitical developments in the region.

Impact:

8/10

Brent Crude WTI USO

24 days ago

Crypto

CryptoHaussierMis à jour

Morgan Stanley to Launch BTC, ETH, and SOL ETFs in January Following Bank Charter Filing

Faits marquants

•Morgan Stanley filed for a de novo national trust bank charter to handle digital assets.
•The charter would allow the bank to provide digital asset custody and staking services.

Impact:

8/10

BTC ETH SOL MS

25 days ago

Banques centrales

Banques centralesBaissierMis à jour

Iranian Attack Repercussions Raise Doubts Over Fed Rate Cuts Until 2026

Faits marquants

•Growing tensions with Iran are driving oil prices higher.
•Rising energy costs are eroding the rationale for the Federal Reserve to implement interest rate cuts this year.

Impact:

8/10

WTI Crude Brent Crude DXY US10Y SPY

24 days ago

Obligations

ObligationsMixte

US Bond Market Volatility as AI Concerns Clash with High Inflation Data

Faits marquants

•The $30 trillion U.S. bond market is being influenced by concerns over the potential destructive impact of artificial intelligence on the economy.
•The bond market's behavior is considered strange as it occurs despite a hot inflation report, which typically drives yields higher.

Impact:

7/10

US10Y TLT TBT AGG USD

24 days ago

Forex

ForexMixte

USD/JPY Under Pressure as Bond Market Signals Economic Growth Concerns

Faits marquants

•The bond market is sending a clear warning regarding slowing economic growth.
•USD/JPY price action remains compressed and increasingly difficult to read as market regimes shift.
•Markets are awaiting the upcoming Non-Farm Payrolls as a key catalyst.

Impact:

7/10

USD/JPY US10Y DX-Y

25 days ago

GéopolitiqueBaissier

Reports of Khamenei's Death in Israeli Strike Spark Global Market Turmoil

Faits marquants

•Israeli officials stated that Iran's Supreme Leader Ayatollah Ali Khamenei was killed in an airstrike targeting his compound in Tehran.
•The development is expected to accelerate a power struggle within Iran and reshape Tehran's regional posture.

Impact:

10/10

Brent Oil WTI XAU/USD SPY USD/ILS

24 days ago

GéopolitiqueBaissierMis à jour

New Iranian Strikes Target U.S. Bases, Deepening Pressure on Bitcoin and Global Markets

Faits marquants

•Tehran launched waves of missiles and drones targeting Israel, U.S. bases, and Gulf allies.
•Explosions were reported in Dubai, Kuwait, and Bahrain following the attacks.
•Bitcoin faces further downside risks as investors move away from high-risk assets.

Impact:

9/10

BTC/USD XAU/USD Brent Crude ETH/USD SPY

24 days ago

GéopolitiqueHaussier

Potential Closure of Strait of Hormuz Boosts Shipping and Tanker Stocks

Faits marquants

•Iran may close the Strait of Hormuz due to escalating conflict with the U.S.
•Shipping rates are expected to rise if the strait is closed, benefiting oil tanker companies.
•Shares of companies like Frontline and DHT Holdings have already rallied in anticipation.

Impact:

9/10

FRO DHT CL1!BZ1!

24 days ago

GéopolitiqueBaissier

Markets Eye China's Response to Iran Conflict Amid Escalating Geopolitical Risks

Faits marquants

•Geopolitical strategists are monitoring Beijing's reaction to the U.S. and Israel attack in Iran.

Impact:

9/10

Brent Crude XAU/USD SPY USD/CNH

24 days ago

GéopolitiqueMixteMis à jour×2

Strikes on Iran Threaten Fed Rate Cut Prospects Amid Rising Oil Concerns

Faits marquants

•The U.S. and Israel conducted military strikes on Iran on Saturday.
•The strikes are expected to jolt oil markets upon Sunday evening opening.
•Geopolitical tensions could diminish the odds of Federal Reserve rate cuts this year.

Impact:

8/10

XTI/USD XBR/USD XAU/USD DXY SPY

24 days ago

GéopolitiqueMixte

Russia Condemns US-Israeli Strikes on Iran, Warning of Radiological Catastrophe

Faits marquants

•The Russian Foreign Ministry described the US-Israeli attacks on Iran as an unprovoked act of armed aggression.
•Moscow warned that the attacks could lead to a humanitarian, economic, and radiological catastrophe in the region.
•Ukraine supported the strikes due to Iran's drone supplies to Russia, while China called for restraint.

Impact:

8/10

Brent Crude WTI XAU/USD USD/JPY SPY

24 days ago

GéopolitiqueMixte

US Senate Majority Leader John Thune Calls for Regime Change in Iran

Faits marquants

•Senate Majority Leader John Thune stated that any authorized military strikes against Iran should aim for regime change.
•These comments come ahead of an upcoming Senate vote on War Powers.
•Senator Ted Cruz argued the Iranian regime is at its weakest in decades following its conflict with Israel.

Impact:

7/10

Brent Crude WTI XAU/USD

24 days ago

GéopolitiqueMixte

CIA Warns IRGC May Retain Power in Iran Despite Potential Leadership Change

Faits marquants

•The CIA warns that Iran's IRGC might maintain power even if Supreme Leader Ali Khamenei is removed.
•These assessments come amid scenarios involving potential U.S. and Israeli strikes on Iran.

Impact:

7/10

WTI Brent XAU/USD SPY

24 days ago

GéopolitiqueMixte

BCA Research: Drone Warfare Redefines Middle East Geopolitical Risks for Investors

Faits marquants

•Marko Papic, chief strategist at BCA Research, warned that drone warfare requires investors to re-evaluate the risks of a U.S.-Israel-Iran conflict.

Impact:

7/10

Brent Crude WTI XAU/USD SPY ITA

24 days ago

GéopolitiqueMixte

JD Vance Downplays Risk of Prolonged War Following Potential Iran Strikes

Faits marquants

•Vice President JD Vance asserted there is 'no chance' military strikes on Iran would result in a prolonged war for the United States.
•The Trump administration is weighing military and diplomatic options to prevent Iran from obtaining a nuclear weapon.
•Vance expressed a preference for the diplomatic option but stated it depends on Iranian actions and rhetoric.

Impact:

7/10

XAU/USD Brent Crude WTI SPY

25 days ago

GéopolitiqueMixte

Trump Urges Iranian Uprising Following Deadly School Attack in Southern Iran

Faits marquants

•Donald Trump told Iranians to 'take cover, then rise up,' calling it a once-in-a-generations opportunity.
•Iran's state-run IRNA news agency reported 57 people killed and 45 wounded at a girls’ school in southern Iran.

Impact:

7/10

Brent Crude WTI XAU/USD USD/ILS

24 days ago

GéopolitiqueMixte

Iranian FM Dismisses Regime Change Hopes Amid Sustained US and Israeli Strikes

Faits marquants

•Iranian FM Abbas Araghchi states that regime change in Iran is 'mission impossible' despite ongoing airstrikes.
•Sustained US and Israeli strikes on Tehran continue amid rumors regarding the fate of Ayatollah Ali Khamenei.
•Iranian officials deny rumors of Khamenei's death, asserting a well-established political structure.

Impact:

7/10

Brent Crude WTI XAU/USD

24 days ago

ActionsBaissier

Damon Inc. Faces Leadership Crisis as Entire Board and Top Executives Resign

Faits marquants

•The entire Board of Directors of Damon Inc., including the CEO and CFO, has resigned.
•Damon Inc. is an electric motorcycle developer listed on the OTC Pink market under the ticker DMNIF.

Impact:

9/10

DMNIF

25 days ago

ActionsHaussier

David Ellison Seals $81 Billion Takeover of Paramount and Warner

Faits marquants

•The final takeover deal was valued at $81 billion following a 6-month process.
•Nine different offers were made during the negotiation period before reaching an agreement.
•David Ellison played a pivotal role in securing the deal using his influence and wealth.

Impact:

9/10

PARA WBD

24 days ago

ActionsHaussier

US Supreme Court Rules Tariffs Unlawful, Sparking Rally in Chinese E-commerce Stocks

Faits marquants

•The US Supreme Court declared IEEPA-based tariffs unlawful on February 20, 2026.
•The ruling triggered an immediate relief rally across the Chinese e-commerce sector.
•Analysts view the subsequent price dip as a 'head fake' and a buying opportunity.

Impact:

8/10

BABA PDD JD KWEB FXI+1

24 days ago

ActionsHaussierMis à jour

NVIDIA Shares Retreat 10% Post-Earnings Despite Record Growth and AI Dominance

Faits marquants

•NVIDIA's data center segment now accounts for 91.5% of total revenue.
•Networking revenue surged 263% year-over-year, reflecting a shift toward full-stack platforms.
•Sovereign AI revenue tripled to over $30B as nations invest in domestic GPU clusters.

Impact:

8/10

NVDA SOXX QQQ SPY

24 days ago

ActionsHaussier

Rolls-Royce Unveils Massive £9 Billion Share Buyback and Dividend Hike

Faits marquants

•Rolls-Royce planned a multi-year share buyback of £7bn to £9bn between 2026 and 2028.
•The company declared a final dividend of 5p per share, bringing the total annual dividend to 9.5p.
•Up to £2.5bn of the buyback program is scheduled to be delivered in 2026.

Impact:

8/10

RR.L UK100

25 days ago

ActionsHaussierMis à jour

Nvidia to Launch New AI Chip for OpenAI to Counter Rivals, WSJ Reports

Faits marquants

•Nvidia is set to offer a new product focused on rapid processing of AI queries, known as 'inference'.
•The move comes under pressure from rivals in the computing market.
•The new chip aims to shake up the computing market and accelerate data processing speeds.

Impact:

8/10

NVDA SOXX SMH

25 days ago

ActionsHaussier

Aquarian Capital to Acquire Brighthouse Financial in $70 Per Share Cash Deal

Faits marquants

•Aquarian Capital has agreed to buy Brighthouse Financial for $70 per share.
•Brighthouse Financial is a consumer-oriented life insurance company that was considered undervalued.

Impact:

8/10

BHF

24 days ago

ActionsBaissier

Sharp Selloff Hits Wall Street as Dow Jones Plunges 700 Points Late in Session

Faits marquants

•The Dow Jones Industrial Average shed 700 points during the final hour of trading.
•The selloff in the Nasdaq Composite continued alongside the Dow's decline.

Impact:

8/10

DJI IXIC SPX

25 days ago

ActionsBaissier

Duolingo Shares Plunge 24% on Weak 2026 Guidance and Q4 Results

Faits marquants

•Duolingo (DUOL) shares fell approximately 24% in after-hours trading on February 26.
•The drop was triggered by Q4 2025 results and 2026 guidance that rattled investors.
•Reports indicate the company traded $50M in bookings for a 100M user milestone.

Impact:

8/10

DUOL

24 days ago

ActionsHaussier

Nvidia to Launch New AI Inference Platform via $20 Billion Deal with Groq

Faits marquants

•Nvidia is planning to debut a new inference-oriented chip platform soon.
•The new platform utilizes technology designs from startup Groq, following a $20 billion licensing deal.
•Groq employees, including founder Jonathan Ross, have joined Nvidia as part of the agreement.

Impact:

8/10

NVDA SOXX QQQ

24 days ago

ActionsBaissier

Sweetgreen Shares Plunge as $5 Billion Wiped Off Market Capitalization

Faits marquants

•Sweetgreen's stock experienced a massive sell-off, resulting in a $5 billion loss in market capitalization.

Impact:

7/10

25 days ago

ActionsHaussierMis à jour

Netflix Refuses to Raise Bid for Warner Bros., Paving Way for Paramount Skydance

Faits marquants

•Netflix has decided to back out of its potential deal or bid for Warner Bros.
•Netflix stock price rose significantly following the announcement of the withdrawal.
•Analysts noted that the strategic rationale for the deal was never clearly defined.

Impact:

7/10

NFLX WBD

24 days ago

ActionsNeutre

Warren Buffett's Cash Pile Hits Record $373 Billion in Final Weeks as CEO

Faits marquants

•Berkshire Hathaway's cash pile reached a record $373 billion.
•Buffett refrained from stock buybacks and sold existing stock positions.
•These moves occurred during Buffett's final quarter as CEO.

Impact:

7/10

BRK.A BRK.B

24 days ago

ActionsHaussierMis à jour

DBV Technologies Bolsters VITESSE Trial Results with Strong Comparative Data for Peanut Allergy Patch

Faits marquants

•Results showed 83% of children treated with the VIASKIN Peanut Patch increased their eliciting dose compared to 48% in the placebo group.
•Approximately 60% of treated children increased their eliciting dose by at least two doses by month 12.
•The VITESSE study is the largest food allergy immunotherapy trial to date, targeting children aged 4 to 7 years.

Impact:

7/10

DBVT DBV.PA

24 days ago

ActionsMixte

Paramount Explores Potential Merger with Warner Bros Discovery to Reshape Hollywood

Faits marquants

•Paramount is considering a takeover of Warner Bros Discovery in a deal that could reshape Hollywood.
•The potential deal would significantly impact the streaming, cinema, and news sectors.

Impact:

7/10

WBD PARA DIS NFLX

24 days ago

ActionsHaussierMis à jour

Direct US Military Action Against Iran Broadens Market Impact to Defense and Energy Sectors

Faits marquants

•Iran strikes are expected to provide a boost to defense sector stocks in the short term.
•A massive backlog of maintenance and software contracts ensures recurring revenue for defense firms long after active conflicts end.

Impact:

7/10

ITA LMT RTX GD NOC

24 days ago

ActionsBaissier

Emergent BioSolutions Slashes 2026 Guidance Amid Competitive Pressures

Faits marquants

•The company projects 2026 revenue between $720–$760 million, significantly below prior expectations.
•2025 profitability was supported by a one-time $60 million order and cost controls that are not expected to recur.
•Margins are under pressure due to competitive pressure on naloxone and uneven government procurement.

Impact:

7/10

EBS

24 days ago

ActionsHaussier

Merck Reports Positive Clinical Trial Results for Kidney Cancer Therapies

Faits marquants

•The combination of KEYTRUDA and WELIREG reduced the risk of disease recurrence or death by 28% in patients with earlier-stage renal cell carcinoma (RCC).
•WELIREG plus LENVIMA reduced the risk of disease progression or death by 30% compared to cabozantinib in certain previously treated patients with advanced RCC.

Impact:

7/10

MRK

24 days ago

ActionsHaussier

Meta Acquires 10% Stake in AMD to Secure AI Chip Supply Chain

Faits marquants

•Meta Platforms is acquiring a 10% stake in AMD as part of a commitment to use its GPUs.
•Meta aims to get ahead of potential CPU bottlenecks through this strategic deal.

Impact:

7/10

META AMD

24 days ago

ActionsHaussier

OpenAI Secures Major Pentagon Contract as US Excludes Rival Anthropic

Faits marquants

•OpenAI won a contract to deploy its AI models on classified Pentagon networks.
•The US government ordered agencies to stop using rival Anthropic over national security concerns.

Impact:

7/10

MSFT PLTR NVDA

25 days ago

ActionsHaussier

Omnicom Group Positioned for Growth with $5 Billion Buyback and IPG Acquisition

Faits marquants

•Omnicom trades at under 8x earnings with a well-covered 3.5% dividend yield.
•The company targets $1.5 billion in cost synergies following its acquisition of IPG.
•The group announced a significant $5 billion share buyback program.

Impact:

7/10

OMC

25 days ago

ActionsHaussier

TSMC Set to Benefit as Data Center Spending Forecasted to Surge 32%

Faits marquants

•Data center spending is projected to surge by 32% this year.
•Taiwan Semiconductor (TSMC) dominates the foundry market with a 72% market share.
•Almost every major tech hardware player contracts with Taiwan Semiconductor to produce chips.

Impact:

7/10

TSM NVDA AMD SOXX

25 days ago

ActionsBaissier

Lululemon Founder Demands Board Shake-up After 70% Stock Collapse

Faits marquants

•Lululemon's market capitalization has collapsed nearly 70% from its late-2023 peak of $511 per share to the current $186 level.
•Founder Chip Wilson called for board changes, accusing them of lacking brand, creative, and marketing expertise.
•The company faced quality-control issues involving see-through leggings, leading to product withdrawals.

Impact:

7/10

LULU

25 days ago

ActionsHaussier

SQM Returns to Profitability in 2025 with $588.1 Million Net Income

Faits marquants

•SQM reported net income of US$588.1 million (US$2.06 per share) for the full year 2025.
•This represents a significant turnaround compared to a net loss of US$404.4 million in the previous year.

Impact:

7/10

SQM SQM-B

25 days ago

ActionsHaussier

Alphabet's Q4 Revenue Jumps 18% as Google Cloud Growth Surges 48%

Faits marquants

•Alphabet achieved 18% YoY revenue growth in Q4.
•Google Cloud revenue surged 48% with extraordinary expansion in operating margins.
•The forward P/E ratio stands at 26.62x, enhancing the risk/reward profile.

Impact:

7/10

GOOGL GOOG

25 days ago

ActionsHaussier

U.S. Q4 Earnings Season Concludes with Robust Growth and Broadening Market Leadership

Faits marquants

•Q4 earnings growth in the U.S. remains robust.
•Equity leadership is broadening beyond U.S. large caps.

Impact:

7/10

SPY QQQ IWM DIA

25 days ago

ActionsHaussier

Block Shares Surge as Aggressive Cost-Cutting and Strong Earnings Fuel Growth Outlook

Faits marquants

•Block implemented a 40% headcount reduction to drive higher revenue per employee and improve operating efficiency.
•The company outperformed in FQ4 2025 and raised its financial guidance for FY2026.
•The stock experienced a double-digit rally post-earnings due to improved user acquisition and monetization trends.

Impact:

7/10

24 days ago

ActionsHaussier

Cogent Biosciences Reports Positive Additional Data from Bezuclastinib SUMMIT Trial

Faits marquants

•Cogent Biosciences announced additional clinical results from the pivotal SUMMIT trial of bezuclastinib.
•The drug demonstrated statistically significant and clinically meaningful improvements in treating NonAdvanced Systemic Mastocytosis (NonAdvSM).
•New data highlights deepening clinical benefits over time and the drug's impact on bone mineral density.

Impact:

7/10

COGT

24 days ago

ActionsHaussier

FDA Expands Approval for BioMarin’s PALYNZIQ to Include Adolescents with PKU

Faits marquants

•The U.S. FDA approved a supplemental Biologics License Application (sBLA) for PALYNZIQ to include pediatric patients 12 years and older with Phenylketonuria (PKU).
•PALYNZIQ is the only enzyme substitution therapy approved for the treatment of people with PKU.
•The Phase 3 PEGASUS study showed statistically significant blood phenylalanine (Phe) lowering compared to diet alone.

Impact:

7/10

BMRN

25 days ago

ActionsMixte

Nvidia Earnings Confirm AI Demand Strength Amid Persistent Supply Bottlenecks

Faits marquants

•Nvidia is transitioning from AI training to the inference phase.
•The company's earnings on Wednesday demonstrated a de-risking in AI demand.
•Supply bottlenecks are hitting future potential despite strong demand.

Impact:

7/10

NVDA QQQ SOXX SMH

24 days ago

ActionsBaissier

RFK Jr. Announces Major Drug Price Reform Agreements with Pharma Giants

Faits marquants

•HHS Secretary RFK Jr. announced agreements with 60 or 70 drug companies to end price disparities.
•The administration is implementing the 'Most Favored Nation' policy to ensure Americans don't pay higher drug prices than other nations.
•The U.S. had been paying 2 to 4 times as much for prescription drugs as other nations.

Impact:

7/10

XLV PFE MRK LLY JNJ

24 days ago

ActionsHaussier

Nvidia Upgraded to 'Strong Buy' Following Stellar Earnings and Robust Growth Guidance

Faits marquants

•Nvidia was upgraded to a 'Strong Buy' rating following financial performance that exceeded expectations.
•The company posted revenue growth exceeding 70% in Q4, with guidance projecting 78% growth for Q1.
•Nvidia achieved free cash flow margins of 47%, reinforcing its dominant industry positioning.

Impact:

7/10

NVDA QQQ SOXX SMH

24 days ago

ActionsHaussier

Immunic Secures $400 Million to Fund Late-Stage Multiple Sclerosis Trials

Faits marquants

•Immunic secured up to $400 million in a private placement to support late-stage trials for its multiple sclerosis treatment.
•$200 million has already been received, with the remainder available in a second tranche.
•The funds will be used to complete trials for vidofludimus calcium and prepare for a potential commercial launch.

Impact:

7/10

IMUX

24 days ago

ActionsHaussier

BeOne Medicines (ONC) Maintains 'Strong Buy' Rating Amid Robust Brukinsa Sales and FDA Catalysts

Faits marquants

•Brukinsa sales grew 49% YoY to reach $3.93B in 2025.
•A 12-month price target of $410 per share was set with a 'strong buy' rating.
•Upcoming catalysts include potential FDA approvals for Sonrotoclax and BTK-CDAC.

Impact:

7/10

ONC

24 days ago

ActionsBaissier

Berkshire Hathaway Q4 Operating Profit Drops 29% in Buffett's Final Quarter as CEO

Faits marquants

•Berkshire Hathaway's operating earnings fell 29% to $10.2 billion in the fourth quarter.
•This quarter marks Warren Buffett's final period serving as the company's CEO.
•Operating earnings in the same period a year earlier were $14.56 billion.

Impact:

7/10

BRK.A BRK.B SPY

24 days ago

ActionsBaissier

Regional Banking Sector Faces Sharp Decline Amid Liquidity Concerns

Faits marquants

•Blue Owl shares declined 2.4% this week, bringing year-to-date losses to 29.4%.
•The KBW Regional Bank Index fell 7.1% this week and is down 10.0% from its February 9th highs.

Impact:

7/10

KRE OWL XLF IWM

25 days ago

ActionsBaissier

US EV Subsidies Falter as Rivian Delays Georgia Plant Amid Slumping Sales

Faits marquants

•Rivian's Georgia plant opening delayed to 2028 despite $8 billion in pledged government support.
•Total federal and state subsidies for the EV sector are estimated to exceed $100 billion.
•Rivian sold only 25,000 EVs in 2025, far below estimates of 40,000 to 51,000 vehicles.

Impact:

7/10

RIVN F TSLA XLY

25 days ago

ActionsBaissier

Nike China Distributor Pou Sheng Warns of 57% Profit Slump as Demand Weakens

Faits marquants

•Pou Sheng, a major Nike distributor in China, warned that its 2025 profit will likely plunge 57% year-over-year to RMB 211 million.
•Revenue is expected to decline 7.2% to RMB 17.1 billion due to weak foot traffic and a mid-teens decline in same-store sales.
•Nike stock is currently trading at 2017 levels, down 65% from its 2021 peak.

Impact:

7/10

NKE XLY

25 days ago

ActionsBaissier

CoreWeave Shares Plunge Following Disappointing Q4 Earnings Report

Faits marquants

•CoreWeave (CRWV) released its Q4 earnings on Thursday, triggering a swift and brutal negative market reaction.
•The report suggests the company's financial situation might be even worse than investors currently realize.

Impact:

7/10

CRWV

25 days ago

ActionsHaussier

Nu Holdings Reports Record 2025 Results Amid Successful Banking Platform Pivot

Faits marquants

•The company achieved record revenue and rising net income during 2025.
•The company demonstrated a solid Return on Equity (ROE).
•Nu Holdings transitioned from a digital credit card provider to a multiproduct banking platform.

Impact:

7/10

25 days ago

MacroéconomieNeutre

US Labor Market Stability in Focus Ahead of February Non-Farm Payrolls Report

Faits marquants

•The labor market appears sluggish despite some signs of improvement in construction and temporary jobs.
•Labor market stability is considered crucial given an unfolding private credit crisis.

Impact:

8/10

EUR/USD XAU/USD SPY DXY US10Y

24 days ago

MacroéconomieHaussierMis à jour×2

Pentagon Labels Anthropic a 'Supply Chain Risk' Amid OpenAI Defense Deal

Faits marquants

•OpenAI is currently negotiating a deal with the Pentagon.
•President Trump ordered the termination of government contracts with rival firm Anthropic.
•Sam Altman confirmed these negotiations to staff during an all-hands meeting.

Impact:

7/10

MSFT PLTR BOTZ QQQ

24 days ago

MacroéconomieBaissierMis à jour

Trump Grants Pentagon 6-Month Grace Period for Anthropic Phase-Out Amid Executive Threats

Faits marquants

•President Trump ordered federal agencies to immediately stop using Anthropic AI technology.
•The announcement was made via Truth Social, with Trump accusing the company of trying to 'strong-arm' the Department of War.

Impact:

7/10

QQQ MSFT GOOGL AMZN

25 days ago

MacroéconomieMixte

AI Integration Triggers Mass Layoffs and 'Ghost GDP' Concerns in US Economy

Faits marquants

•AI integration has led to a wave of mass layoffs across tech companies.
•The emergence of 'Ghost GDP' as a concept reflecting AI-driven productivity shifts.
•Growing concerns over US unreadiness for the transition to an AI-powered 'new collar economy'.

Impact:

7/10

QQQ SPY NVDA MSFT GOOGL

25 days ago

MacroéconomieMixte

Trump Blacklists Anthropic for Government Use, Clearing Path for Musk's xAI

Faits marquants

•President Trump has blacklisted AI startup Anthropic, preventing its technology from being used for government purposes.
•Anthropic refused to allow its AI models to be used for classified purposes or mass surveillance.
•Elon Musk's xAI will allow its 'Grok' model to be used for classified and secret government tasks.

Impact:

7/10

TSLA MSFT GOOGL NVDA

25 days ago

Matières premièresMixte

Gas Turbine Shortage Emerges as Bottleneck for AI Power Demand

Faits marquants

•AI-driven power demand is surging faster than expected, creating a supply bottleneck.
•Turbine makers like Siemens, GE Vernova, and Mitsubishi face expansion timelines of up to 5 years to meet demand.
•Siemens Energy reported record orders, with 40% of new turbine orders originating from the United States.

Impact:

7/10

GE ENR.DE 8058.T NG XLU

24 days ago

Matières premièresHaussier

Guyana's Oil Boom Secured by Geopolitical Shifts and US Intervention

Faits marquants

•Guyana has become one of the world's richest countries due to vast petroleum wealth in the offshore Stabroek Block.
•ExxonMobil, Chevron, and CNOOC are the primary operators leading oil discovery and production in Guyana.
•U.S. intervention in Venezuela, allegedly including the capture of Nicolas Maduro, is cited as a factor securing Guyana's oil future.

Impact:

7/10

Brent WTI XOM CVX

25 days ago

CryptoBaissierMis à jour

Ethereum Slides 10% on US-Israel Strike Reports as Whales Buy the Dip

Faits marquants

•Ethereum price dropped by approximately 9% in a single day following reports of missile attacks.
•The prominent whale known as 'Machi Big Brother' faced forced liquidations of his positions again.
•Geopolitical tensions escalated after the US and Israel launched missile attacks on Iran.

Impact:

8/10

ETH/USD

25 days ago

CryptoBaissierMis à jour

Tokenized Gold Enhances Price Discovery and Limits Gaps Amid Geopolitical Tensions

Faits marquants

•U.S. and Israeli strikes on Iran during a weekend triggered panic in the crypto market.
•Traditional markets (stocks and bonds) were closed at the time of the events, leaving crypto as the only active venue for market reaction.
•Tokenized gold emerged as a 24/7 hedging tool and safe-haven asset during the crisis.

Impact:

8/10

BTC ETH PAXG XAUT

24 days ago

CryptoBaissierMis à jour×7

Crypto Markets Plunge as 152,000 Traders Liquidated Amid Geopolitical Tensions

Faits marquants

•Bitcoin's price plunged below the $64,000 mark.
•Israel announced a state of emergency in anticipation of a quick retaliation by Iran.
•The price drop occurred immediately following reports of an Israeli attack on Iran.

Impact:

8/10

BTC/USD

24 days ago

CryptoHaussier

Ripple CEO Optimistic as Clarity Act Nears Vote; XRP Adoption Poised for Growth

Faits marquants

•Ripple CEO Brad Garlinghouse estimates an 80% chance of the Clarity Act passing by April.
•The White House has set a March 1 target to resolve the stablecoin yield dispute.
•If the act passes, XRP would be classified as a digital commodity, facilitating bank adoption.

Impact:

8/10

XRP/USD

25 days ago

CryptoBaissier

Bitcoin Plunges 50% as Bearish Bets Surge Across Crypto Market

Faits marquants

•Bitcoin price has dropped by 50%, prompting a shift in trader behavior toward crypto-linked stocks.
•Altcoins are slipping through key resistance and support levels amid the broader market decline.
•Traders are piling up bearish bets against cryptocurrency investment strategies and related equities.

Impact:

8/10

BTC/USD ETH/USD COIN MSTR MARA

25 days ago

CryptoBaissier

Bitcoin Faces Worst Losing Streak Since 2018 as Prices Drop 50% From Peak

Faits marquants

•Bitcoin is down nearly 50% from its peak price.
•Bitcoin is set for its worst monthly losing streak since 2018.
•Analysts are divided on whether the slump marks early repricing or signals further downside.

Impact:

8/10

BTC/USD

25 days ago

CryptoMixteMis à jour

New Evidence of Polymarket Insider Trading Emerges as One Trader Loses $6.5 Million

Faits marquants

•Suspected insiders earned over $1.2 million on Polymarket by betting on U.S. military strikes against Iran.
•The military strikes caused Bitcoin's price to fall and oil futures on Hyperliquid to rise.

Impact:

7/10

BTC Oil Polymarket

24 days ago

CryptoBaissierMis à jour

U.S. Senators Increase Pressure on Binance Over Iran-Linked Sanctions Concerns

Faits marquants

•Nine Democratic lawmakers asked the Treasury and DOJ to investigate Binance's illicit finance controls.
•The request follows reports of potential funding being channeled to terrorist groups through the exchange.

Impact:

7/10

BNB BTC/USD ETH/USD

24 days ago

CryptoMixteMis à jour×3

Tether Reveals Surge in Asset Freezes Since 2023 Amid Global Enforcement Push

Faits marquants

•Tether froze $4.2 billion worth of USDT linked to global cryptocurrency crime networks.
•The action resulted from cooperation with international law enforcement to disrupt illicit financial flows.

Impact:

7/10

USDT BTC/USD

24 days ago

CryptoHaussier

JPMorgan: Clarity Act Could Spark Institutional Bitcoin Growth and Tokenization

Faits marquants

•JPMorgan believes the upcoming Clarity Act will provide a necessary regulatory framework for U.S. markets.
•The new legislation is expected to boost institutional participation and accelerate tokenization efforts.

Impact:

7/10

BTC/USD ETH/USD COIN MSTR

24 days ago

CryptoBaissier

Arbitrum (ARB) Faces New Lows as Whale Dumps 60 Million Tokens

Faits marquants

•A whale sale of 60 million ARB tokens has sparked fears of the price hitting a new all-time low (ATL).
•The token has failed to align with the broader crypto market recovery trends.
•Arbitrum is struggling to attract sustained investor demand.

Impact:

7/10

ARB/USD

24 days ago

CryptoHaussier

Ethereum Dominates 58% of Stablecoin Market with $159 Billion Valuation

Faits marquants

•Ethereum holds $159 billion of the stablecoin market.
•Ethereum's share represents 58% of the total $300 billion stablecoin market.

Impact:

7/10

ETH/USD ETH/BTC

25 days ago

CryptoHaussier

Citibank to Integrate Bitcoin into Traditional Banking Systems by 2026

Faits marquants

•Citibank announced plans to develop infrastructure to make Bitcoin 'bankable' by 2026.
•The initiative aims to fully integrate cryptocurrencies into traditional institutional financial systems.

Impact:

7/10

BTC/USD C

25 days ago

CryptoHaussier

Hyperliquid Proposes HIP-6 Upgrade to Enable Native Token Issuance and On-Chain Launches

Faits marquants

•Hyperliquid proposed the HIP-6 upgrade to enable direct on-chain token launches.
•The new framework aims to allow permissionless launches without relying on off-chain capital-raising methods.
•Hyperliquid is one of the largest decentralized exchanges (DEX) in the crypto sector.

Impact:

7/10

HYPE

25 days ago

CryptoHaussier

Institutional Shift: Direct Governance Token Acquisition Gains Momentum in DeFi

Faits marquants

•Institutional investors are moving from strategic partnerships to the direct purchase of governance rights in DeFi protocols.
•Uniswap, Morpho, and Jupiter are leading this new trend of institutional investment.

Impact:

7/10

UNI JUP MORPHO

25 days ago

CryptoHaussier

SEC Chairman Atkins Pledges Strategic Pivot Toward Crypto Industry Growth

Faits marquants

•SEC Chairman Atkins is seeking to regain momentum in the crypto sector following what he described as a 'missed opportunity' under the previous administration.
•The statements signal a change in the commission's regulatory approach to be more open to digital assets.

Impact:

7/10

BTC/USD ETH/USD COIN SOL/USD

25 days ago

CryptoBaissier

Ethereum Slumps Below $2,000 as February Losses Exceed 36%

Faits marquants

•Ethereum's value dropped by more than 36% during the month of February 2026.
•The second-largest cryptocurrency struggled to maintain stability above the $2,000 level over the past week.

Impact:

7/10

ETH/USD ETH/BTC ETHE

25 days ago

CryptoHaussier

Bitcoin Short Squeeze Potential Rises as Funding Rates Hit -6%

Faits marquants

•Bitcoin funding rates have plunged to -6%, indicating heavily crowded short positioning.
•Rising open interest and liquidations point to heightened derivatives market activity.

Impact:

7/10

BTC/USD

25 days ago

CryptoBaissier

Bitcoin Slumps Below $65,000 as BlackRock ETF Records Rare Outflows

Faits marquants

•Bitcoin price fell below $65,000 following higher-than-expected U.S. Producer Price Index (PPI) data.
•BlackRock's Bitcoin ETF recorded outflows totaling $32.99 million.
•Spot Bitcoin ETFs overall saw a net outflow of $27.5 million.

Impact:

7/10

BTC/USD IBIT ETH/USD

25 days ago

CryptoMixte

Bitcoin Volatility Hits 2022 Highs as Critical $65,000 Support Level is Tested

Faits marquants

•Bitcoin price volatility has reached levels not seen in the markets since 2022.
•Short-term holders have begun yielding their positions (capitulating) as market pressure increases.
•The $65,000–$70,000 price band is considered a critical structural zone for the next move.

Impact:

7/10

BTC/USD

24 days ago

CryptoHaussier

Vitalik Buterin Unveils Roadmap for 1,000x Ethereum Scaling

Faits marquants

•Vitalik Buterin proposed a technical roadmap to increase Ethereum's transaction capacity by 1,000 times.
•The plan focuses on maintaining decentralization by ensuring small node operators are not priced out.
•The technical details were published on February 27, 2026, as part of a long-term vision for the network.

Impact:

7/10

ETH/USD ETH/BTC

24 days ago

CryptoBaissier

Ethereum Derivatives Market Shrinks as Macro Risks Trigger Leverage Unwinding

Faits marquants

•Open interest across major Ethereum exchanges has dropped steeply.
•Traders are unwinding leverage due to inflation fears and rising geopolitical tensions.

Impact:

7/10

ETH/USD ETH/BTC Ethereum Futures

24 days ago

CryptoBaissier

Bitcoin Sell Volume Surges $1.8 Billion Amid US Market Tensions

Faits marquants

•Bitcoin sell volume surged by $1.8 billion according to data from CryptoQuant.
•The crypto market is facing repeated corrections alongside mild short-term rebounds.

Impact:

7/10

BTC/USD

24 days ago

CryptoHaussier

Morgan Stanley Applies to Establish National Digital Asset Trust Bank

Faits marquants

•Morgan Stanley has submitted an application to establish a national digital asset trust bank.
•The move marks a significant expansion of the firm's involvement in the cryptocurrency sector.

Impact:

7/10

BTC XRP MS

25 days ago

CryptoHaussier

Paradigm Plans $1.5 Billion Fund to Bridge Crypto, AI, and Robotics

Faits marquants

•Venture capital firm Paradigm is planning to raise a new $1.5 billion fund.
•The new fund will expand into AI and robotics alongside its core crypto focus.
•Co-founder Matt Huang stated that AI developments were 'too interesting to ignore'.

Impact:

7/10

FET NEAR RNDR TAO

25 days ago

CryptoHaussier

Ethereum Breaks Out of Corrective Channel Signaling Potential Major Rally

Faits marquants

•Ethereum broke through a critical price barrier and corrective channel on February 28.
•Traders anticipate that this technical breakout could trigger a massive rally.

Impact:

7/10

ETH/USD

24 days ago

CryptoMixte

XRP Faces Geopolitical Pressures and PPI Data Amid Strong ETF Demand

Faits marquants

•XRP price declined due to escalating US-Iran tensions and war risks.
•Hotter-than-expected PPI data pressured high-risk assets.
•Strong XRP-spot ETF inflows and hopes for the Market Structure Bill keep the $2.0 target viable.

Impact:

7/10

XRP/USD

25 days ago

CryptoBaissier

Bitcoin Plunges 15% in February as Investor Panic Triggers Sharp Sell-off

Faits marquants

•Bitcoin price dropped from $45,000 to approximately $38,250 during February 2026.
•The leading cryptocurrency recorded a total loss of 15% over the month.

Impact:

7/10

BTC/USD ETH/USD GBTC BITO

25 days ago

CryptoBaissier

Bitcoin Slips Below $66,000 Triggering $267 Million in Market Liquidations

Faits marquants

•$190 million in crypto long contracts were liquidated following a Bitcoin price retracement.
•Total crypto market liquidations reached $267 million over the past day.
•Bitcoin price plunged below the $66,000 level.

Impact:

7/10

BTC/USD ETH/USD SOL/USD

24 days ago

CryptoBaissier

Bitcoin Faces Steep Correction as Patterns Signal Potential Repeat of 2021 Bear Market

Faits marquants

•Bitcoin's price retreated after reaching a peak of $126,000 in October 2025.
•The current price action pattern closely mirrors the 2021-2022 bear market setup.

Impact:

7/10

BTC/USD ETH/USD COIN MARA

25 days ago

ObligationsHaussier

US Treasuries Reclaim Safe-Haven Status Amid Rising Geopolitical Tensions

Faits marquants

•US Treasuries proved their effectiveness as a safe haven for investors following the Iranian attack.
•Treasuries faced criticism from Wall Street in recent years for failing to act as a hedge.

Impact:

7/10

US10Y TLT IEF AGG

24 days ago

ForexBaissier

US Dollar Weakens Amid Trade Tensions and Anticipation of Key Economic Data

Faits marquants

•The US Dollar lost ground due to geopolitical uncertainty and US trade policy developments.
•The US Supreme Court ruled the Trump administration's tariffs illegal, prompting a response with a fresh round of levies.
•Markets are awaiting the release of US Non-Farm Payrolls (NFP) and Eurozone HICP inflation data.

Impact:

7/10

EUR/USD DXY USD/JPY GBP/USD

25 days ago