Core Viewpoint - The U.S. bond market is signaling concerns about economic growth following disappointing retail sales data, leading to a rally in government debt and a reassessment of interest rates and inflation expectations [1]. Group 1: Economic Indicators - December's retail sales data showed flat growth, indicating a slowdown in American consumer spending at the end of the previous year [1]. - The annual pace of U.S. GDP growth for the third quarter was revised up to 4.4% from 4.3%, which initially raised fears of overheating in the economy [1]. Group 2: Bond Market Reactions - The benchmark 10-year yield fell by 5.3 basis points to 4.14%, marking the lowest level in almost four weeks, after reaching 4.3% last month [1]. - The rate on the 30-year bond dropped by 6.6 basis points to 4.78%, the lowest since late January [1]. Group 3: Market Sentiment - Traders are reassessing the implications of U.S. economic weakness for the global economy, particularly in Europe [1]. - Jay Hatfield, CEO of Infrastructure Capital Advisors, stated that previous fears of an overheating economy were misplaced [1].

Paramount says it will pay more if its bid is accepted but doesn't close by year's end and will also cover Netflix's break-up fee. ...

Core Viewpoint - Investors are concerned about the impact of co-packaged optics on Credo's active electrical cables business [1] Group 1 - The rise of co-packaged optics is seen as a potential threat to Credo's market position in the active electrical cables sector [1] - There is growing investor anxiety regarding how this technology could disrupt existing business models within the industry [1]

Core Viewpoint - The company aims to alleviate concerns regarding the impact of recent bitcoin price declines on its holdings, emphasizing its commitment to maintaining its investment strategy despite market fluctuations [1] Group 1 - Strategy Executive Chair Michael Saylor addressed fears about the company's potential need to reduce its bitcoin holdings due to recent price drops [1] - The company acknowledges the volatility in bitcoin prices but remains focused on its long-term investment strategy [1] - Saylor's comments reflect a broader confidence in the resilience of the company's bitcoin investments amid market challenges [1]

Core Viewpoint - Sales at U.S. retailers declined at the end of the holiday shopping season, indicating that consumers may be reducing spending due to economic concerns as the new year begins [1] Group 1: Retail Sales Performance - Retail sales in the U.S. showed a slowdown at the conclusion of the holiday shopping period [1] - The decline in sales suggests a potential shift in consumer behavior, with worries about the economy influencing spending habits [1]

Why stocks have climbed even after the appearance of three Hindenburg Omens - MarketWatch## Mark Hulbert# Why stocks have climbed even after the appearance of three Hindenburg Omens## The dreaded bear- market predictor isn't so ominous, after allPublished: Feb. 10, 2026 at 8:17 a.m. ETShareResize---Listen(4 min)The "Hindenburg Omen,†a stock-market indicator named after the 1937 airship disaster, supposedly can foretell an imminent market crash. Photo: Getty ImagesThe third Hindenburg Omen in six trading ses ...

Microsoft and Oracle may be bargain stocks, according to this analysis - MarketWatch## Tech Stocks# Microsoft and Oracle may be bargain stocks, according to this analysis## Both stocks are relatively cheap on an earnings basis. And the companies have projected revenue growth rates much higher than that of the S&P 500.Published: Feb. 10, 2026 at 8:15 a.m. ETShareResize---Listen(8 min)Oracle and Microsoft are both projected to increase sales rapidly over the next two years, while their stocks are trading at a ...

Core Insights - Spotify Technology shares experienced a significant rally following the announcement of unexpectedly strong profits and an increase in the number of paying customers [1] Financial Performance - The streaming service reported strong profits that surpassed market expectations, indicating robust financial health [1] - The increase in paying customers suggests a positive trend in user acquisition and retention, which is crucial for subscription-based models [1] Market Reaction - The strong financial results led to a notable increase in Spotify's stock price, reflecting investor confidence in the company's growth trajectory [1]

Core Insights - Taiwan Semiconductor Manufacturing Co. (TSMC) reported significant monthly sales growth for January, indicating strong demand for artificial intelligence applications [1] Company Summary - TSMC's sales growth figures for January are described as "huge," reflecting a robust market for AI-related technologies [1]

Core Viewpoint - Coca-Cola's stock is experiencing its largest decline in 10 months due to quarterly sales that fell short of expectations [1] Group 1: Financial Performance - Quarterly sales missed expectations, leading to a significant drop in stock value [1] - The decline in stock price reflects investor concerns over the company's growth trajectory [1] Group 2: Market Reaction - The stock's performance indicates a negative market reaction to the earnings report [1] - Investors are reassessing their positions in light of the disappointing sales figures [1]