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Money Market Review (02/23/2026-02/27/2026)
If you work for Netflix, this has been the worst week of your life.
Software stocks struggles, State of the Union, digital currency finding more uncertainty, what more can we say? While this week fared much better than how things were previously, there's still some quirks along the way (something that's normal anyway). Most of this week was in relation to tech. An economic technocracy? Seems like so, and they're the majority dictating our markets despite this week's rough start.
Market on Close[1] |
|
|---|---|
| S&P 500 | -1.02% |
| NASDAQ-100 | -1.21% |
| Dow Jones | -1.66% |
| Russell 2000 | -1.61% |
Stock(s) That Stood Out on Monday |
|
| GameDx Holdings Corp. | +6.12% |
| B2Gold Corp. | +6.49% |
| USA Rare Earth Inc. | +9.05% |
| ImmunityBio, Inc. | +12.99% |
| Arcelix, Inc. | +77.43% |
| Zscaler Inc. | -10.31% |
| Datadog, Inc. | -11.28% |
| SLM Corporation | -12.12% |
| BillionToOne, Inc. | -15.59% |
| Novo Nordisk A/S | -16.35% |
Company Him & Hers beat their fourth-quarter estimates, and acquired Eucalyptus, a digital health company, for $1.15B. They started on a great note, which IBM wishes it did. Yes, IBM stocks dropped after AI company Anthropic announced an update to their COBOL code. Funny how that works, huh? Worse, companies like CrowStrike and Datadog's stocks also dropped due to the update. Speaking of code, Paypal's code errors have led to unauthorized payments, reported on this day. We hope Paypal has their data protected, while data centers are being planned by Amazon to be built in Louisiana. Overall, the stocks struggled on this day because of the slump in tech and worries about tariff price hikes.
Market on Close[1] |
|
|---|---|
| S&P 500 | +0.77% |
| NASDAQ-100 | +1.09% |
| Dow Jones | +0.76% |
| Russell 2000 | +1.19% |
Stock(s) That Stood Out on Tuesday |
|
| Vicor Corporation | +10.77% |
| Westlake Corporation | +11.95% |
| Ultra Clean Holdings, Inc. | +17.09% |
| ImmunityBio, Inc. | +17.50% |
| Keysight Technologies, Inc. | +22.96% |
| Molina Healthcare, Inc. | -5.03% |
| Dillard's Inc. | -7.78% |
| Planet Fitness, Inc. | -8.61% |
| Xometry Inc. | -22.24% |
| CECO Environmental Corp. | -22.77% |
Both companies Henry Schein and Workday beat their fourth-quarter estimates. AMD rallied on this day after their partnership with Meta. President Trump planned to have a new take on tariffs, having been shot down by the Supreme Court this day. Speaking of being shut down, that speaks about customer data as hackers break in to Wynn Resorts' systems. On the side of gaining, Apple announced they'll be producing their Mac computers in the US. While we're on computers, China announced that they haven't received their Nvidia H200 chips. Spirit Airlines also announced they'll be out of Chapter 11 bankruptcy by this summer. Will we hear more about this? Because this day, reports are stating that investors are dumping software stocks, and their earnings can't stop it.
Market on Close[1] |
|
|---|---|
| S&P 500 | +0.81% |
| NASDAQ-100 | +1.41% |
| Dow Jones | +0.63% |
| Russell 2000 | +0.41% |
Stock(s) That Stood Out on Wednesday |
|
| Pattern Group, Inc. | +11.68% |
| Coinbase Global, Inc. | +13.52% |
| AXT, Inc. | +16.79% |
| Circle Internet Group | +35.47% |
| Clear Secure Inc. | +38.96% |
| Beam Therapeutics, Inc. | -8.30% |
| Dorman Products Inc. | -9.41% |
| First Solar, Inc. | -13.61% |
| Intuitive Machines, Inc. | -16.01% |
| ImmunityBio, Inc. | -17.66% |
This was the big day: Nvidia reporting their earnings. Not surprisingly, they beat their estimates. Other companies such as Salesforce and Snowflake did well with their estimates. Who didn't do well was Netflix, having their stocks drop 12%, especially after 11 states scrutinize their deal with Warner Bros. Discovery. On the case of "droppings," iShares Software ETF were down 25% year to date, and Urban Outfitters has been down 22% since January 8th of this Gregorian year. On the topic with tech, President Trump urged Amazon, Google, and Meta to sign a power-cost pledge, having given his State of the Union address on Tuesday. Looks like water and power will be the lead talks going into this year with AI. Oh, and about AI, Google Gemini is poised to become the top winner in this race of automation.
Market on Close[1] |
|
|---|---|
| S&P 500 | -0.54% |
| NASDAQ-100 | -1.16% |
| Dow Jones | +0.03% |
| Russell 2000 | +0.52% |
Stock(s) That Stood Out on Thursday |
|
| Navan Inc. | +13.87% |
| Bentley Systems, Incorporated | +14.04% |
| EnerFlex Ltd. | +16.97% |
| LeMaitre Vascular Inc. | +24.41% |
| Sezzle Inc. | +35.26% |
| Globalstar, Inc. | -8.76% |
| Phototronics, Inc. | -11.27% |
| Shift4 Payments, Inc. | -15.62% |
| ACM Research, Inc. | -16.69% |
| Eos Energy Enterprises, Inc. | -39.44% |
Intuit beat their second-quarter earnings; Dell, CoreWeave, and Autodesk also did well this day. Who didn't well was Jack Dorsey's company, Block, announcing layoffs for automation. What more can we say? Speaking of AI, Burger King is announced to trial AI in tracking their employees making sure they say "welcome" and "thank you." Having briefly talked about Burger King's poor customer service previously, this is actually good news for us. After that poor customer service experience back in 2023, it's time something has been done about it; not that we frequent fast food places, like Burger King, but after what we went through, it's about time. Heck, even if employees get angry for not saying it, they can't yell nor answer back against AI, can they? It's a machine, and does what it's told. Thank you, AI.
Market on Close[1] |
|
|---|---|
| S&P 500 | -0.43% |
| NASDAQ-100 | -0.92% |
| Dow Jones | -1.05% |
| Russell 2000 | -1.68% |
Stock(s) That Stood Out on Friday |
|
| Accelerant Holdings | +10.18% |
| Block, Inc. | +16.82% |
| Paramount Skydance Corporation | +20.84% |
| The Baldwin Insurance Group, Inc. | +25.64% |
| Applied Optoelectronics, Inc. | +56.88% |
| nLIGHT, Inc. | -10.74% |
| SolarEdge Technologies, Inc. | -12.38% |
| The Brink's Company | -13.87% |
| Figure Technology Solutions, Inc. | -25.73% |
| Sunrun, Inc. | -35.11% |
Tough closing for this week in the markets, along with Anthropic where President Trump requests US government in not using their tools. However, all is not lost because thanks to President Trump, Larry Ellison was able to win out their bid in purchasing Warner Bros. Discovery. Despite beating their earnings, CoreWeave is struggling due to their overspending. Gold continues to win, win, win, despite talks involving US and Iran are still in the center. On a different note, due to tariffs being shut down, customers are filing lawsuits against FedEx and Ray-Ban. Those customers may as well report about poor delivery services FedEx has been known for all these years. Are the tides suddenly turning in favor of the customer(s)?
"Hump day" was the best, after President Trump's State of the Union address. However, stocks still struggled. With tariffs, mixed moves on the crypto space, and software stocks thinning out, it's becoming a rough, trading landscape. Perhaps, it's the best time to buy the dip(s)? How will things fare out in March, approaching the first day of Spring—considered the real New Year's for a growing number of people? On the other hand, talks about a possible recession—again—is back in place, namely by the end of 2026. If the markets continue in this instance, and job markets remain stagnant, this prediction could be true. Otherwise, this week was okay, but not great; it's been a tough February.
Any takeaways you got from this week? Will crypto still be a thing? What do you think of Paramount, finally, acquiring Warner Bros. Discovery? There's plenty, but let us know in the comments section below!
SOURCES:
3. Source by Wall Street Journal
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