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First Solar forecast 2026 revenue of $4.9-$5.2 billion against Wall Street's $6.12 billion estimate. Federal permitting delays, a $135 million tariff hit, and analyst downgrades sent shares tumbling 18%.
Bank of America data reveals spending growth of 2.5% for the wealthy, 1% for the middle class, and 0.3% for lower earners. The old K-shaped recovery has fractured into three tiers, reshaping how to invest and plan.
One year after DOGE began slashing federal payrolls, 300,000 government jobs have been eliminated, AI is displacing professional workers, and economists warn a white-collar recession is taking shape.
The January PPI report lands today with analysts expecting a pullback from December's 0.5% surge, but 25% tariffs on Canada and Mexico starting March 4 could reignite wholesale price pressures.
President Trump confirmed that 25% tariffs on Canadian and Mexican imports will take effect March 4, with an additional 10% levy on China bringing total Chinese duties to 20%. Markets brace for retaliation.
Average HELOC rates have fallen to 7.23% and home equity loan rates to 7.44%, their lowest since late 2022. With $35 trillion in home equity and three expected Fed cuts, borrowing is accelerating.
The 10-year Treasury yield fell to 4.01% on Feb. 26, its lowest since November, as investors flee tech stocks and seek safety in government bonds amid AI disruption and tariff fears.
Top savings accounts and money market funds are still paying 4% APY in February 2026, but with the Fed expected to cut rates further, the window to lock in high guaranteed returns is narrowing.
Baidu's stock has fallen 20% since its January high as AI revenue growth fails to offset a collapsing advertising business. The $11 billion selloff holds lessons for all AI investors.
The IMF forecasts 2.4% GDP growth and falling unemployment but warns that tariff uncertainty and federal debt approaching 110% of GDP by 2031 are the biggest risks to the expansion.
VICI Properties crossed $1 billion in quarterly revenue with AFFO up 6.8% year-over-year as the gaming REIT's inflation-linked leases and Las Vegas Strip portfolio delivered consistent income growth.
The IMF's 2026 Article IV report projects 2.6% GDP growth but warns tariffs, Medicaid cuts, and food assistance reductions will materially reduce disposable incomes for the bottom third of Americans.