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Circle Internet Group shares rocketed 35% after Q4 earnings crushed every estimate. USDC circulation rose 72% to $75.3 billion and annual on-chain volume hit $11.9 trillion, redefining what a crypto company can be.
HP's fiscal Q1 2026 delivered $14.4 billion in revenue and AI PCs exceeding 35% of shipments, but memory costs surging 100% sequentially threaten to squeeze margins across the PC industry.
MSCI Asia Pacific posted its best February ever, up 7.1%. Europe's eighth straight monthly gain is the longest streak in 13 years. Korea's KOSPI surged 30% YTD. The great rotation from US to global stocks is accelerating.
Coupang reported $8.8 billion in Q4 revenue but missed EPS estimates after disclosing a data breach by a former employee that compromised 33 million user accounts.
Rocket Lab announced record quarterly revenue of $180 million and a backlog that surged 73% to $1.85 billion, while delaying the Neutron rocket's first launch to Q4 2026.
The Penn Wharton Budget Model estimates the 15% universal tariff is the largest US tax increase as a share of GDP since 1993, costing households $1,500 on average in 2026.
Zscaler reported Q2 FY2026 revenue of $815.8 million, up 26%, with AI Security ARR growing 80% and exceeding its full-year target three quarters ahead of schedule.
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.
CAVA Group reported $1.169 billion in annual revenue with same-store sales growth of 4%, opened 72 new restaurants, and guided for 74-76 new locations in 2026. The stock surged 26%.
Mortgage refinancing applications have surged 130% year-over-year as rates drop below 6%. Refinances now make up 62% of all mortgage applications, the highest share since 2021.
Weekly jobless claims rose just 4,000 to 212,000, below the 216,000 forecast. The labor market remains historically tight despite tariff chaos, government shutdowns, and economic deceleration.
Nu Holdings fell 9.55% on Feb. 26 despite posting $4.69 billion in Q4 revenue, up 57% year over year. Investors focused on rising credit costs and margin compression at the world's largest digital bank.