Market Overview - U.S. stock futures declined on Thursday after a higher close on Wednesday, with all major benchmark indices showing lower futures [1] - Traders are analyzing the Federal Reserve's January meeting minutes, revealing significant disagreements among officials regarding future interest rates [1] - Despite discussions of potential rate increases to combat inflation, market participants expect two rate reductions by year-end [1][2] Economic Indicators - The 10-year Treasury bond yielded 4.10%, while the two-year bond was at 3.47% [2] - The CME Group's FedWatch tool indicates a 94% likelihood of the Federal Reserve maintaining current interest rates in March [2] Stock Performance - Dow Jones decreased by 0.12%, S&P 500 by 0.08%, Nasdaq 100 by 0.08%, and Russell 2000 by 0.24% [2] - DoorDash (DASH) shows a weaker price trend across all time frames despite a solid growth ranking [2] - eBay (EBAY) has a stronger price trend in the short and medium terms but a weak long-term trend with a moderate quality ranking [3] - Lockheed Martin (LMT) maintains a strong price trend across all time frames but has a poor value ranking [4] - Interactive Strength Inc. (TRNR) gained 12.47% after acquiring Ergatta, Inc., but maintains a weaker price trend overall [6] - Walmart (WMT) fell by 1.50% as analysts anticipate quarterly earnings of 73 cents per share on revenue of $190.43 billion [6] Sector Insights - Consumer discretionary, energy, and information technology stocks led gains in the S&P 500 on Wednesday, while real estate and utilities sectors declined [7] Analyst Insights - Jeremy Siegel expresses a positive outlook on the U.S. economy, suggesting recent data supports a bull market expansion rather than a derailment [8] - He identifies a "sweet spot" in the labor market, with jobless claims indicating resilience and a near-2% annual gain in weekly pay improving consumer purchasing power [8][9] - Siegel argues that cooling inflation and rising real income provide the Federal Reserve with room to lower interest rates [9] - He views market volatility due to "AI-driven disruption fears" as a typical reaction to technological changes, which he believes will ultimately enhance productivity and real incomes [9][10] - Siegel sees valuation support in the ongoing healthy market rotation towards non-tech sectors trading at reasonable multiples [10]

Shares of Etsy Inc (NYSE:ETSY) rose sharply in pre-market trading after the company entered into an agreement to sell Depop.Etsy and eBay (NASDAQ:EBAY) have entered into a definitive agreement under which eBay will acquire Etsy's fashion marketplace Depop for approximately $1.2 billion in cash.Etsy shares jumped 15.5% to $50.86 in the pre-market trading session.Here are some other stocks moving in pre-market trading.GainersLosersPhoto via Shutterstock ...

Coinbase Global Inc. (NASDAQ:COIN)  CEO Brian Armstrong downplayed concerns on Wednesday that quantum computing could crack the encryption of blockchains in the future.Coinbase ‘Front-Footed’ On Quantum Risks, Says ArmstrongDuring an interview with CNBC, Armstrong said that quantum computing is a very “solvable” issue and that Coinbase is already “front-footed” in addressing it.“We’re in regular contact with the major blockchains about a path to upgrade to a post-quantum cryptography world,” the cryptocurre ...

President Donald Trump's Department of Energy (DOE) has rescinded a rule that incentivized automakers to produce more EVs to comply with Fuel Economy norms.Fuel Content Factor On EVsThe rescinded provision, called the "fuel content factor," allowed automakers to calculate fleetwide fuel economy by assigning higher-than-usual efficiency figures to electric vehicles, which then helped bring down the fleetwide fuel consumption figures, Reuters reported on Wednesday.The agency, according to the report, cited an ...

Sen. Elizabeth Warren (D-Mass.) criticized the enormous tax break of $7.8 billion that Amazon.com Inc. (NASDAQ:AMZN) and its founder, Jeff Bezos, received last year under the new tax law implemented by President Donald Trump.According to Warren’s post on X on Wednesday, the tax relief Amazon enjoyed in 2025 is equivalent to the median U.S. household income for 100,000 years, approximately $78,000.The Senator’s post highlights her ongoing criticism of corporate tax breaks, emphasizing the need for a country ...

Economic Data - U.S. industrial production increased by 0.7% month-over-month in January, surpassing market estimates of a 0.4% gain [2] - U.S. durable goods orders fell by 1.4% month-over-month in December, following a revised 5.4% gain in November [2] Market Performance - U.S. stocks settled higher, with the Dow Jones index gaining around 129 points to close at 49,662.66 [3] - The S&P 500 rose by 0.56% to 6,881.31, while the Nasdaq Composite increased by 0.78% to 22,753.63 during the session [3] - Most sectors on the S&P 500 closed positively, with consumer discretionary, energy, and information technology stocks recording the largest gains [3] - Real estate and utilities stocks closed lower, bucking the overall market trend [3] Market Sentiment - The CNN Money Fear and Greed index showed a current reading of 40.3, indicating a slight easing in fear compared to a prior reading of 37.8, remaining in the "Fear" zone [4]

Core Viewpoint - Short seller James Chanos has criticized the tech industry's initiative to develop orbital datacenters, highlighting that these space-based facilities would incur higher costs compared to traditional datacenters [1][2]. Group 1: Cost Analysis - Chanos stated that the annual electricity cost per megawatt (MW) for AI datacenters is approximately $600,000 [2]. - He noted that this electricity cost represents about 5-7% of revenues from recently announced deals [3]. - Additional costs associated with orbital datacenters, such as launch, radiation, insurance, and redundancy, would be significantly higher [3]. Group 2: Power Supply Insights - Chanos mentioned that while grid power permitting is a concern, it is being addressed, and actual power is abundant in the US, especially when energy companies collaborate with private power producers [4]. - He cautioned stakeholders in the sector to provide actual cost figures and savings when discussing the advantages of AI compute in space, urging skepticism towards the hype surrounding orbital datacenters [4]. Group 3: Regulatory Developments - The Federal Communications Commission (FCC) has invited SpaceX to comment on its plans for orbital datacenters, which involve deploying over 1 million Non-Geostationary Satellites (NSGO) at altitudes between 500-2000 km above Earth [5].

Core Insights - Remitly Global Inc. reported a significant increase in both quarterly and annual financial results, leading to a 20.87% surge in after-hours trading to $16.45 [1] Group 1: Q4 2025 Performance - Fourth-quarter revenue rose 26% year over year to $442.2 million, with adjusted EBITDA increasing 98% to $88.6 million [2] - The company achieved a net income of $41.2 million, reversing a net loss of $5.7 million from the previous year [2] - Active customers increased by 19% to 9.3 million, and send volume jumped 35% to $20.8 billion [2] Group 2: Full-Year 2025 Results - For the full year 2025, revenue rose 29% to $1.6 billion, and adjusted EBITDA nearly doubled, increasing 93% to $272.2 million [3] - Net income was reported at $67.9 million, compared to a net loss of $37 million in 2024 [3] - Send volume rose 37% to $74.9 billion, with operating cash flow reaching $325.1 million and free cash flow of $283.3 million [3] Group 3: Fiscal Year 2026 Guidance - For fiscal year 2026, Remitly Global guided total revenue of $1.94 billion to $1.96 billion, representing a year-over-year increase of 19% to 20% [4] - The company expects adjusted EBITDA to be in the range of $340 million to $360 million [4] Group 4: Leadership Transition - Co-founder Matt Oppenheimer will transition the CEO role to Sebastian Gunningham, effective Thursday [5] - Gunningham previously served as a senior vice president at Amazon and as chairman of Santander Consumer Finance [5] Group 5: Trading Metrics - Remitly Global has a market capitalization of $2.85 billion, with shares trading between $12.08 and $27.27 over the past 52 weeks [6] - The stock has dropped 47.47% over the past 12 months, indicating significant challenges in its long-term trend [6] - The stock closed at $13.61, up 4.05%, but has a negative price trend across all time frames [7]

Group 1 - Boxlight Corp. experienced a 23.85% increase in after-hours trading, reaching $1.61, following the disclosure of MD Ehsan Khan acquiring a 24.3% stake in the company's Class A common stock [1] - MD Ehsan Khan, a business technology consultant, purchased 231,000 shares for $600,600 using personal savings, and holds sole voting and dispositive power over these shares [2] - Anson Funds Management LP reported zero holdings in Boxlight's Class A common stock as of December 31, 2025, indicating a lack of investment interest from this hedge fund [3] Group 2 - Boxlight has a Relative Strength Index (RSI) of 39.14, with a market capitalization of $1.24 million, and its shares have seen a 52-week high of $60.90 and a low of $1.19 [4] - The stock has declined by 89.17% over the past 12 months and is currently very close to its annual low [4] - Boxlight's long-term downtrend suggests that any potential recovery would require clear confirmation before significant investor action is taken [5]

Core Insights - Binance co-founder Changpeng "CZ" Zhao expressed that he gained valuable insights from CFTC Chair Michael Selig's discussion at the World Liberty Forum [1][2] Group 1: CFTC Chair's Remarks - CFTC Chair Michael Selig indicated that previous administrations had discouraged the development of new tools, but his agency is now prepared to collaborate with both established and new market participants, as well as embrace both old and new technologies [3] - Selig has recently supported American prediction markets and committed to defending the industry against state regulators [3] Group 2: Event Highlights - The World Liberty Forum featured discussions on the intersection of traditional banking and cryptocurrency, with Solomon arguing that they are not in a zero-sum competition, highlighting tokenization as essential for the financial industry's growth [4] - Celebrity rapper Nicki Minaj participated in a fireside chat discussing music and culture at the event [4] - The World Liberty Financial token was trading at $0.1176, reflecting a 2.12% increase in the last 24 hours [4]