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Is the AI Supercycle Still Underpriced by the Market?

Feb 20, 2026

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6 min read

Is the AI Supercycle Still Underpriced by the Market?

Massive AI capex is spooking markets - but the supercycle may still have room to run.

Market Minute

AI Selloff Then CPI Relief Stabilizes Markets

Feb 18, 2026

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3 min read

AI Selloff Then CPI Relief Stabilizes Markets

U.S. markets fell sharply on Feb 12, 2026 as technology shares dropped on renewed AI disruption fears. On Feb 13 markets steadied after cooler inflation data eased rate-cut risk. A concise snapshot of what moved markets and why it mattered near term.

Market Minute

Dow Records Fade After Strong Jobs Report

Feb 16, 2026

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2 min read

Dow Records Fade After Strong Jobs Report

On Tuesday, Feb 10, 2026, the Dow posted another record close while other major indexes lagged. On Wednesday, Feb 11, markets slipped after stronger than expected jobs data reduced expectations for near term rate cuts. A compressed snapshot of what moved markets and why it mattered.

Market Minute

Dow Breaks 50,000 as Tech Gains Carry Into New Week

Feb 13, 2026

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2 min read

Dow Breaks 50,000 as Tech Gains Carry Into New Week

U.S. markets rebounded sharply on Friday, Feb 6, 2026, with the Dow crossing 50,000 for the first time. On Monday, Feb 9, gains held as technology stocks continued to lead. A compressed readout of what moved markets and why it mattered near term.

Market Minute