Tybee Business & Sports Brief

Inflation Surge and Fed Hold

• 🔥 Hot PPI Data: February PPI rose +0.7% m/m versus +0.3% estimated and +0.5% prior, with core +0.5% m/m versus...

Microsoft is considering suing Amazon and OpenAI over a $50B deal, spotlighting Big Tech M&A tensions in AI. From Hacker News buzz – watch stocks for regulatory ripples.

U.S. econ trend signals persistent inflation amid cooling activity—key for Fed path and portfolios:

• Mortgage apps drop -10.9% WoW (vs +3.2% prior),...

Middle East oil disruptions reshape Fed outlook:

• Hormuz standoff cuts traffic to 90 vessels, Iran drone attacks drive WTI to $94-98/bbl and Brent...

Nvidia CEO calls the OpenClaw agent the 'next ChatGPT', highlighting its rapid rise alongside other autonomous agents. This fuels the AI compute demand narrative, even as privacy, security, and control concerns grow.

Fun Savannah Bananas highlight: Gravois Mills' Robb Herrelson, 81, becomes oldest player ever, pinch-hitting in New Orleans' Superdome.

• Rode yellow...

Boost your child's creativity with this hands-on comic book workshop for ages 7–14:

• Date & Time: Wednesday, March 25, 4–5:30 p.m.
• Location: The...

Cursor eyes $50B valuation in new funding as AI revenue skyrockets – Seeking Alpha urges buying hand over fist (not Palantir).

• Record low shattered: Unofficial 31° this morning beat old 32° mark; inland hit 27-29°.
• Thursday chill: Lows mid-30s (above freezing ~34°), highs...

Key flaws in Fed's PCE data expose overtightening:

• 2-year shelter lag + imputed financial fees inflate core PCE to 3.1% vs market 2.5%
• Realflation...

DOD flags Anthropic as an 'unacceptable risk to national security', citing fears it might disable its technology during warfighting operations—validating its supply-chain risk label. Key scrutiny for AI firms eyeing defense apps.

• Stock futures inch up (Dow, S&P 500, Nasdaq) as investors stay sidelined ahead of Fed policy decision
• Rate decision due today
• Fed dissent...

• Index rises: Dow +47 pts (0.1%), S&P 500 +0.3%, Nasdaq +0.5%
• Oil rebound curbs upside on the session
• Stocks to watch: ASML, Ensign Group, Constellation in spotlight for potential rotation plays

Middle East conflicts are amplifying key market risks:

• Inflation and geopolitics rank as the biggest current threats.
• U.S. Trade Rep stresses...

Stock market breadth thrust prompts question: Is recent rebound a sell-the-news rally? Carnivore Trades video analyzes for tactical positioning amid FOMC risks. Not financial advice—DYOR.

Retail investors gain fintech/AI exposure via Robinhood Ventures Fund I's fresh deals:

• $20M in ElevenLabs Series D stock (AI voice tech), closed...

European markets quietly outperforming U.S., with investors eyeing bigger international roles in 2026 portfolios.

• Valuation gaps vs. U.S. explained
• Diversification trends driving the shift
• Five high-quality international stocks spotlighted

Warren Buffett and Charlie Munger discuss investing strategies and principles for beginners in this 11:15 YouTube video – timeless wisdom for starting out right.

Turquoise Health secures $40M Series C to become the operating system for healthcare contracts and payments. Big funding signals momentum in healthcare tech consolidation.

AI infra momentum surges amid funding frenzy, even as productivity narrative cools.

• GDP revision tempers hype: Q4 2025 growth cut; AI productivity...