A breakdown of the "Magnificent Seven†and AI hyperscalers raises concern for the stock market and the economy ...

The hardware and home-furnishings rivals will both report quarterly results this week. ...

Core Viewpoint - Gilead Sciences has agreed to acquire the remaining shares of Arcellx, valuing the deal at $7.8 billion, leading to a significant increase in Arcellx's share price towards a new record [1] Company Summary - Gilead Sciences is expanding its portfolio by purchasing the remaining equity of Arcellx, a biotechnology company, indicating a strategic move to enhance its market position [1] - Arcellx's shares experienced a notable surge in early trading, reflecting positive investor sentiment following the acquisition announcement [1]

A booming AI economy may be very bad for the broader economy, according to Citrini Research ...

Core Viewpoint - Novo Nordisk shares faced pressure due to a head-to-head study indicating that its drug in development was less effective in weight loss compared to a product from Eli Lilly [1] Company Summary - Novo Nordisk is a Danish pharmaceutical company currently experiencing challenges with its drug development [1] - The company's recent study results have raised concerns about its competitive position in the market against Eli Lilly [1] Industry Summary - The pharmaceutical industry is witnessing intense competition, particularly in the weight loss drug segment, where efficacy is a critical factor for market success [1] - Eli Lilly's product has set a benchmark that other companies, including Novo Nordisk, must meet or exceed to remain competitive [1]

Core Insights - Honeywell International has secured a 26% discount on its acquisition deal related to the struggling chemicals industry [1] Company Summary - The acquisition pertains to a business within the chemicals sector, which is currently facing challenges [1] Industry Summary - The chemicals industry is described as struggling, indicating potential difficulties and market pressures affecting companies within this sector [1]

Core Viewpoint - U.S. stock-index futures experienced a decline as investors reacted to the Supreme Court ruling that overturned most of President Trump's tariffs [1] Group 1 - The Supreme Court ruling has significant implications for trade policies and investor sentiment [1] - The ruling may lead to changes in the pricing of goods and services affected by the tariffs [1] - Investors are assessing the potential economic impact of the ruling on various sectors [1]

Gold sheds its safe-haven status. Is it just another momentum play now? - MarketWatch## Market Snapshot# Gold sheds its safe-haven status. Is it just another momentum play now?## The precious metal traded mostly sideways over the past week, even as tensions between the U.S. and Iran escalatedPublished: Feb. 22, 2026 at 12:00 p.m. ETShareResizeGold has been acting less and less like a safe haven. Photo: MarketWatch photo illustration/iStockphotoGold has been on a spectacular, record-breaking bull run for muc ...

Core Viewpoint - The Supreme Court's decision to strike down most of the Trump administration's tariffs introduces uncertainty for store chains, impacting their pricing strategies and supply chain management [1] Group 1: Tariff Impact - The Supreme Court's ruling affects a significant portion of tariffs that were previously imposed, which may lead to changes in import costs for various goods [1] - Store chains may face challenges in adjusting to the new tariff landscape, potentially affecting their profit margins and pricing strategies [1] Group 2: Industry Response - Retailers are likely to reassess their supply chains and pricing models in light of the Supreme Court's decision, which could lead to shifts in market dynamics [1] - The uncertainty surrounding the tariffs may prompt store chains to adopt more cautious approaches in their inventory management and pricing strategies [1]

Core Viewpoint - The recent decline in asset-manager stocks is primarily attributed to investor concerns regarding the lending standards in the private-credit industry, particularly linked to a fund managed by Blue Owl Capital [1] Group 1: Market Impact - Shares of Blue Owl Capital (ticker: OWL) experienced a significant drop, with weekly losses reaching approximately 12% [1] - Other asset managers with exposure to private-credit businesses, including Ares Management (ARES), Blackstone (BX), Apollo Global Management (APO), and KKR & Co. (KKR), also saw declines in their stock prices during the week [1] Group 2: Investor Sentiment - Investor fears have intensified regarding the potential spillover effects from the private-credit sector, leading to broader anxiety in the market [1] - The selling pressure on asset managers indicates a growing concern about the stability and lending practices within the private-credit industry [1]