Trade Secrets: Dailies 02.13.2026
US stock futures held Friday morning, attempting to stabilize after a broad market selloff, as investors prepared for a highly-anticipated inflation update due before the opening bell.
Jack of All Trades
Semiconductor equipment (AMAT AI/HBM dominance) and cloud networking (ANET 65% margins, $2.75B AI 2026) proved AI capex beneficiaries, EV scaling (RIVN R2 62-67K deliveries 2026) showed execution inflection, grocery tech (CART GTV +14% 3-yr high) validated platform defensibility
Jack of All Trades
AI infrastructure diverged: Applied Materials crushed EPS +15% (AI equipment 20%+ growth 2026), Arista beat +4.6% revenue ($9B FY25, AI networking $2.75B target 2026), while Rivian rallied +17% on R2 Q2 launch (-$0.54 loss beat -$0.83) and Instacart surged +16% on GTV +14% 3-year high
Trade Secrets
US stock futures rose on Thursday as investors assessed the latest earnings and looked ahead to Friday's inflation reading to guide rate-cut bets, already dampened by a strong January jobs report.
Trade wars are often treated as temporary disruptions—policy disagreements that escalate, peak, and eventually resolve through negotiation. This interpretation misunderstands the nature of economic competition between states.
January kicked off on a strong note with the total digital asset market cap reaching ~$3.4T as BTC rallied to $97K. However, momentum faded mid-month as geopolitical developments, including the pursuit of Greenland and renewed tariff uncertainty with European nations weighed on risk assets
By the end of January 2026, the global economy appears stable on the surface but increasingly divergent underneath. Global growth remains near trend, supported by technology-driven capital expenditure, resilient U.S. demand, and strong momentum across India and parts of Southeast Asia.
Microsoft CEO Satya Nadella announced the “world’s most powerful AI datacenter” Fairwater on his Linkedin post in September 2025 dripped with techno-triumphalism, LinkedIn erupted in applause, but I didn’t.
Bob Dylan's song "The Times They Are A-Changin'" became an anthem for change and a commentary on the social upheavals of the 1960s. However, its message is timeless and can be applied to various periods of economic uncertainty, including those characterized by stagflation.
In late 2024, Michael Saylor, doubled down on his Bitcoin vision with an audacious plan. Saylor's strategy involved raising billions through convertible debt to purchase more Bitcoin. This bold move was met with excitement by many, but I saw the cracks in the strategy
Subscribe now for 'What in the World!', 'Jack of All Trades', and 'Trade Secrets'. Your trifecta to build a superior Investment Edge
The upcoming Longmont Indian Kitchen is headed for 838 Coffman St. Read Full Article →
The moment that FBI agents showed up with a search warrant at the Fulton County Election Hub and Operation Center, one of two things had to be true.The first was that federal investigators must have made an important breakthrough, uncovering previously unknown evidence that fraud had been committed in
The Dow Jones Industrial Average fell 668.88 points, or 1.33 per cent, to 49,453.61, preliminary data showed. Read Full Article →
DraftKings reports financial results for the fourth quarter after the market close on Thursday. Here's a rundown of the report. Read Full Article →
Cryptocurrency trading platform company Coinbase Global (NASDAQ:COIN) reported fourth-quarter financial results Thursday after m Read Full Article →
The defence ministry has approved the acquisition of 114 additional Rafale fighter jets, most of which will be manufactured in India, besides several other major purchases valued at a total of ₹3.6 lakh crore. Read Full Article →
While Tyson Foods previously made a big stink about having to pay for the pollution the company caused in the Illinois River, it seems the company has decided to take a deal with Oklahoma rather than pursue further legal action. Read Full Article →
The medical device maker expects full-year earnings to land near the bottom end of its forecast range, and has written down its investment in Saluda. Read Full Article →
Here's a detailed look inside the Q4 earnings report from Roku. Read Full Article →
I love this TSX oil & gas royalty as a high-yield passive income stock. Read Full Article →
Bank of Montreal (TSX:BMO) stock is a stellar dividend grower to stash away for years. Read Full Article →
Finance and taxation minister Harpal Singh Cheema on Thursday said that a Ludhiana businessman was arrested in a ₹9 crore goods and services tax (GST) fraud case, while an excise and taxation inspector was dismissed from service due to prolonged unauthorised absence Read Full Article →