US Market Flash

Labor market shows resilience despite slight uptick:

• Initial claims rose 4,000 to 212,000 (week ended Feb. 21), below median forecast of 216,000
  -...

Key shifts in corn balance sheet:

• Plantings down to 94M acres from 98.8M
• Crop shrinks to 15.76B bu from 17B
• Ending stocks drop 290M bu to 1.837B
• Cash price rises to $4.20, up 10¢

Bullish setup for ag commodities ahead.

Bond yields repricing lower amid macro wait-and-see:

• 10-year dips 3bps to 4.01%, 30-year -2bps to 4.666%, 2-year -3bps to 3.438%
• Jobless claims...

PPI data highlights Friday's economic calendar, marking a pivotal day for traders with crucial releases poised to sway market dynamics.

Timeline of NVDA post-earnings action:

• Beat & Guide: Q4 rev $68.1B (vs $65.91B est), Q1 $78B (vs $72.8B); AI demand strong
• Wed Surge: +4% extended...

Big policy hit to institutional real estate: Senate Democrats' American Homeownership Act strips private equity, hedge funds, private REITs, and large...

Pathward's survey of 300 U.S. energy executives reveals strong optimism heading into 2026:

• 90% expect company financial growth, rebounding from 2025...

Business Trends and Outlook Survey data release today delivers timely key economic measures and business expectations on future conditions—vital signals for near-term US market trading.

• Pre-earnings Wed (10:30am ET): Tech rally lifts S&P 500 +0.5%, Nasdaq +1%, NVDA +1.7% ahead of report.
• Thu open/early (9:35am): NVDA -2.4%...

Key rebounds after AI downside fears:

• S&P 500 +0.8%, Dow +0.9%, Nasdaq +1.1%, recovering ~75% of prior loss
• AMD rallies 8.9% on multiyear Meta...

Goldman Sachs eyes hyperscaler turnaround after Mag7 lag:

• AI revenue acceleration eases capex fears, boosts monetization visibility
• Capex growth...

• Oil rally: WTI crude up >2% to $66.60/barrel, highest since August, on US military buildup amid Iran nuclear talks
• Stocks slip: Dow -0.6%, S&P...

Key oil supply update for US traders:

• OPEC+ meets Sunday to decide next production move
• Heightened geopolitical friction hits nearly a third of its output
• Volatility provides cover for cautious output hike
  Watch energy stocks for intraday swings.

SHC delivers Q4 EPS surprise of +7.22% at $0.26 vs. $0.24 est.

• Revenues hit $303.44M, topping est by 1.40%.
• Perfect record: Beat EPS/revenue est 4/4 quarters.
• Trade watch: Zacks #3 Hold, shares -0.9% YTD; key is earnings call commentary.

FOMC Statement Highlights:

• Solid economic expansion, low job gains, stabilizing unemployment, elevated inflation.
• Maintains fed funds target at...

MarketWatch snapshot (Feb 26):

• Nasdaq Composite: 23,152.08 +288.40
• S&P 500: 6,946.13 +56.06
• Global Dow: 6,670.97 +12.06

• Feb 20: Dow rises after Supreme Court overrules emergency powers for tariffs, overcoming mixed data.
• Feb 23: U.S. stocks close higher as ruling...

NVIDIA's fiscal 2026 Q4 results shattered market expectations, signaling continued dominance in the semiconductor space—a key catalyst for NVDA stock momentum.

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