Good MorningThe tape turned cautious after a sharp tech wobble, even as most stocks held up. The central tension is AI spend versus profitability, with investors rewarding results but questioning how long the CapEx wave can stay self-funding.
The only macro driver that mattered today was a gentle dip in Treasury yields after jobless claims ticked up, which softened recession fear without clearing the inflation fog. That mix kept positioning split: defensives stayed supported, while long-duration growth needed clearer evidence that margins can expand alongside heavy investment.
NVIDIA fell despite a strong quarter and raised revenue view, as the market treated peak excitement as a hurdle for earnings quality. Salesforce moved higher after beating profit expectations and leaning into buybacks and a dividend boost, reinforcing margin durability amid AI talk. Energy names like Exxon and Chevron eased as oil slipped on improved U.S.-Iran diplomacy, trimming the geopolitical premium. Traders are watching Friday’s Producer Price Index for the next read on rates risk. Featured: SAGA Metals nears a key milestone in critical minerals race (Ad) 
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Technology | |
The software correction has been relentless. Charts continue trending lower, and investor confidence has started to crack. Asked whether this is a falling knife or a rare buying window, Rob Spivey and Professor Joel Litman of Altimetry Research framed the moment not as a collapse, but as a separat... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of Nevada's richest gold districts, anchored by Fourmile, Goldrush, and Cortez Hills, deposits that could hold up to 60 million ounces of gold.
One overlooked explorer controls 142 claims bordering Fourmile and sitting less than a mile from Goldrush. New geological modeling aims to reveal what's beneath this largely untested ground, while a planned 5% royalty spin-off could give shareholders a separate stake in the project. | | Read the full report before the next catalyst hits |
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Technology | |
Wall Street was caught off guard on Thursday, Feb. 26, as shares of IonQ (NYSE: IONQ) rallied, climbing over 19% to break the $40 psychological barrier. The rise in IonQ’s share price follows the company’s fourth-quarter and full-year 2025 earnings report, which shattered analyst expec... Read the Full Story |
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Technology | |
Slow as it is to take hold, Salesforce’s (NYSE: CRM) February Q4 fiscal year 2026 (FY2026) earnings release reveals momentum in agentic AI. Fears of AI disruption or not, the company’s Agentforce leads company growth, suggesting those fears are misplaced.
While a robust growth accele... Read the Full Story |
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From Our Partners | | Trader Chris Pulver says a new SEC document dropping the day-trading limit to $2,000 has created the biggest retail opportunity he has seen in over 30 years.
His strategy targets what he calls Flashpoints - moments when market makers must move billions of dollars on the S-P 500 in a narrow window. Research shows one recent signal would have returned 83.7% in 36 minutes and another 62.8% in 51 minutes.
Lance Ippolito flew to Utah for a full breakdown of the method. | | Tap here to see the complete Flashpoint trading breakdown now |
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Consumer Discretionary | |
MercadoLibre’s (NASDAQ: MELI) Q4 results and 2026 outlook are reason enough to buy this stock. The company is growing, outperforming peers, and has only reached 50% of its anticipated penetration.
While the results left something to be desired, the 10% share price decline is an overreacti... Read the Full Story |
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Consumer Discretionary | |
Earnings season frequently delivers surprises, sometimes even on the same day. Trex Company Inc. (NYSE: TREX) delivered a strong earnings report after the market closed. The manufacturer of wood-alternative decking and railing systems highlighted solid demand for the company’s innovative pro... Read the Full Story |
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From Our Partners | | Lance Ippolito spent nearly two decades trading the markets, appearing on MoneyShow, Cheddar TV, CNN Money, and MarketBeat.
His free guide, Options Trading Explained, covers two tickers pros call their secret weapon, Wall Street's daily hidden edge, and a strategy that targets payouts around 4 PM ET.
It also explains how to avoid overnight risk when trading options. | | Download your free options trading guide now |
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Industrials | |
After getting battered in the second half of 2025 and in early 2026, shares of defense company Axon Enterprise (NASDAQ: AXON) just roared back to life. After reporting its Q4 financial results on Feb. 24, Axon shares surged nearly 18% the next day.
Notably, Axon hit its all-time high closing pr... Read the Full Story |
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Healthcare | |
The pharmaceutical industry is currently witnessing a historic gold rush surrounding obesity treatments. While industry titans like Novo Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY) dominate the headlines and the pharmacy shelves, the market remains hungry for a third player to disrupt the status... Read the Full Story |
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Communication Services | |
The Warner Bros. Discovery (NASDAQ: WBD) acquisition saga took another dramatic turn that the company itself may not have seen coming. After Netflix (NASDAQ: NFLX) agreed to a seven-day waiver period, which accelerated Paramount Skydance’s (NASDAQ: PSKY) bidding process, PSKY has upped its o... Read the Full Story |
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Technology | |
Workday’s (NASDAQ: WDAY) stock price decline did not end with its Q4 2025 earnings report; it continued to long-term lows, creating an even more attractive opportunity for investors. While guidance fell short of the consensus and AI disruption fears linger, the bar was set high, the miss is ... Read the Full Story |
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Energy | |
Diamondback Energy Inc. (NASDAQ: FANG) stock has almost recovered all its pre-market losses after delivering its Q4 2025 earnings report on Feb. 23. The headline numbers were mixed, with a slight earnings miss offset by a topline beat. However, the company issued cautious guidance that may have da... Read the Full Story |
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Friday's Early Bird Stock Of The Day GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts. | | View Today's Stock Pick |
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