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U.S. Manufacturing Expands for Second Month Despite Tariff and Policy Uncertainty

U.S. manufacturing showed continued expansion in February as the ISM manufacturing index stayed above 50 for the second straight month, signaling modest growth. However, rising tariffs on metals and ongoing geopolitical tensions pose challenges to cost structures and supply chain efficiencies. While production and new orders showed strength, employment growth remained flat, prompting cautious optimism among industrial firms.

U.S.-Israel Strikes on Iran Trigger Broad Market Selloff as Oil Surges and Safe Havens Rally

A joint U.S.-Israeli military offensive against Iran, dubbed Operation Epic Fury, sent shockwaves through global financial markets on Monday, pushing oil prices up as much as 13 percent, gold above $5,400 per ounce, and sparking a broad equity selloff as investors repositioned into safe-haven assets amid fears of prolonged conflict and energy supply disruptions through the Strait of Hormuz.

Paramount Wins $110.9 Billion Battle for Warner Bros. Discovery as Netflix Exits Bidding War

Warner Bros. Discovery's board formally determined that Paramount Skydance's sweetened $31-per-share all-cash offer — valuing the entire company at roughly $110.9 billion — represents a superior proposal over Netflix's prior bid. Netflix, rather than match the offer, chose to walk away, surrendering its shot at the HBO Max library and leaving Paramount poised to build the largest legacy media empire in U.S. history.

Nvidia Posts Record Quarter but Shares Slide on AI Spending Concerns and Macro Headwinds

Nvidia reported fiscal fourth-quarter revenue of $68.13 billion and EPS of $1.62, both surpassing consensus estimates by wide margins — with data center revenue alone climbing 75% year-over-year to $62.3 billion. Despite what Morgan Stanley called the largest and cleanest beat in semiconductor history, shares fell more than 5% over two sessions as investors grew increasingly uneasy about whether hyperscaler AI capital expenditure is sustainable at current levels.

Nvidia Posts Record $68 Billion Quarter but Shares Fall as Wall Street Demands More

Nvidia delivered its largest quarterly revenue beat in semiconductor history, reporting $68.13 billion in fiscal Q4 2026 revenue — up 73% year over year — and adjusted EPS of $1.62, topping the $1.53 consensus. Yet shares slid nearly 5% on Thursday as investors, skeptical of AI capital expenditure sustainability, demanded proof of monetization rather than infrastructure growth alone.

Salesforce Crushes Q4 Estimates by 25%, Authorizes $50 Billion Buyback as Agentforce Scales

Salesforce reported fourth-quarter fiscal 2026 non-GAAP EPS of $3.81, surpassing the $3.05 consensus estimate by nearly 25%, as its Agentforce AI platform reached approximately $800 million in ARR — up 169% year over year. The company authorized a $50 billion share repurchase program, though shares fell over 3% in premarket trading Thursday amid broader software sector anxiety.

Nvidia Reports Fiscal Q4 Earnings After the Bell, AI Industry Watches Closely

Nvidia is set to release its fiscal fourth-quarter results after Wednesday's closing bell, with analysts expecting revenue of approximately $65.7 billion — a roughly 67% year-over-year surge — fueled by relentless demand for its Blackwell AI chips. The report is widely regarded as a referendum on the sustainability of the global AI infrastructure spending boom, with hyperscalers committing a collective $650 billion in AI capital expenditures for 2026.

Stocks Rally With Futures Higher After State of the Union and Trade Policy Headlines

U.S. stock futures climbed modestly on February 25, 2026, as markets digested the State of the Union address and braced for key earnings from Nvidia and others. Traders reacted positively to pro-economic rhetoric and confirmed global tariff levels, while optimism in chip and software names supported futures gains. Amid this backdrop, investors took selective positions in tech and industrial ETFs, balancing trade uncertainty with earnings anticipation.

21Shares Spot SUI ETF to Begin Trading on Nasdaq, Expanding U.S. Access to Sui

21Shares announced that its spot SUI ETF will begin trading on the Nasdaq on Tuesday, providing U.S. investors with regulated access to the Sui blockchain’s native token. The listing represents a significant expansion of digital asset investment options within the regulated ETF ecosystem, reflecting broader institutional interest in crypto infrastructure and blockchain-related investment vehicles.