Energy Production and Policy - The US has increased oil production by over 600,000 barrels a day and received more than 80 million barrels of oil from Venezuela [1][2] - American natural gas production is at an all-time high, attributed to the administration's "drill baby drill" policy [2] - The Treasury is authorizing companies to resell Venezuelan oil to Cuba, focusing on private sector needs to avoid a humanitarian crisis [2][6] AI and Energy Supply - President Trump announced a new policy requiring major tech companies to supply their own power for AI data centers, aimed at lowering electricity costs for Americans [7][9] - The initiative is expected to prevent energy demand from AI data centers from driving up utility bills, with tech companies encouraged to build their own power plants [8][10] - The combined capital expenditure budgets of the five largest tech companies exceed $400 billion, indicating a significant investment in energy infrastructure [12] Geopolitical Energy Dynamics - Iran's crude oil loading has surged to over two million barrels a day, raising concerns about its impact on global oil prices amid rising tensions [20][21] - The US aims to leverage its energy dominance to negotiate effectively in the Middle East without affecting domestic gasoline prices [23] - European countries are moving to reduce dependence on Russian gas, with the US positioned to supply LNG and build infrastructure to enhance energy security in the region [26][29] Arctic and Strategic Minerals - The US is focusing on Arctic capabilities and strategic minerals to counter China's influence, with Greenland being highlighted as a critical area for security and resource management [31][35] - The US is negotiating with Denmark and Greenland to strengthen partnerships for energy and mineral resources, similar to historical acquisitions like Alaska [37][38] Indo-Pacific Energy Security - The National Energy Dominance Council is set to host an Indo-Pacific Energy Security Ministerial in Tokyo, aiming to establish energy supply chains for allies in the region [39][42] - The US seeks to provide energy to Japan and South Korea, which have limited domestic oil and gas resources, enhancing both affordability and geopolitical stability [41][42]

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Wednesday. This is TheStreet’s Stock Market Today for Feb. 25, 2026. You can follow the latest updates on the market here in our daily live blog. Update: 9:30 a.m. ET Opening Bell The U.S. markets are now open for the day, starting off the day in strong form. The Nasdaq (+1.12%) is up more than one percent already, while the S&P 500(+0.63%), ...

From trade to healthcare, from energy to immigration, everything was stolen and rigged in order to drain the wealth out of the productive, hardworking people who make our country great, who make our country run. Under Biden and his corrupt partners in Congress and beyond, the same people in this chamber who voted for those disasters suddenly use the word affordability. Their policies created the high prices.Our policies are rapidly ending them. >> That's President Trump delivering a message of hope and prid ...

Cryptocurrencies including Polkadot, Solana, Bittensor, and Uniswap led a broad altcoin rally Wednesday ahead of Nvidia's highly anticipated earnings report, with the tech-focused bounce extending across major tokens. Among the top 50 cryptocurrencies by market cap, Polkadot led with gains of 11.5% in the past 24 hours, while Solana jumped 8.1%, "AI-proxy" token Bittensor rose 6.8% and high-beta major coin Uniswap gained 7.7%, per CoinGecko data. The move was mirrored across the "big-cap" landscape, wit ...

U.S. stock futures are trending higher this Wednesday morning, February 25, 2026, as investors digest the implications of President Donald Trump’s State of the Union address and brace for the most anticipated corporate event of the quarter: Nvidia’s earnings report. Market sentiment appears to be stabilizing after a period of heightened volatility driven by the implementation of new global tariffs and shifting expectations for the artificial intelligence (AI) sector.Premarket Activity and Index PerformanceA ...

All right, welcome back to Morning Trade Live. It's time for the big picture. So, let's welcome in Joe Maza, head trading derivatives strategist at Charles Schwab.Very good morning to you, Joe. Uh, wow. Uh, what the carnage we've seen in uh obviously softwares.Let's talk about this because I mean there's just so much talk about this. IGV is obviously staging a little bit of a comeback this morning, but I mean it's been at its lowest level on record. We've seen this week every software name in the S&P 500 be ...

We're back on Morning Trade Live. AMD is moving higher this morning after announcing an expanded partnership with Meta. More on that with Marley momentarily.But take a closer look at this one-year chart comparing AMD and Nvidia. AMD is the clear out performer over the last 12 months, up more than 95% year-over-year. Nvidia has traded largely sideways over the last 6 months, but is still up more than 45% during that time frame.As we said, AMD is the focus of the morning trades. are joining us for a closer lo ...

The sharp decline in stocks today as a critical week gets underway. Yes, we have Nvidia earnings looming. A lot more as well to discuss and debate with the investment committee.Joining me for the hour today, Jim Leventhal, Joe Terteranova, Brent Talkington, and Jason Snipe. Let's show you what the markets are doing. We're down more than 700 on the Dow.At least 1% declines across the board. We know the two most important stories of the week. the continued fallout from the Scotas ruling on the tariffs, the Nv ...

Core Insights - AI disruption fears are impacting market performance, with some analysts considering these fears to be overblown [1] - Dan Ies from Wed Bush has outlined ten factors that could halt the tech sector's decline, referring to the current market conditions as the "AI ghost trade overhang" [1] Company Developments - OpenAI is expected to raise $100 billion in its next funding round, which could positively influence market sentiment [2] - Nvidia is anticipated to report strong demand in its upcoming earnings report, which is a key event for the market [3] - Oracle has successfully raised capital, alleviating concerns regarding its debt-to-equity ratio [2] - Salesforce, which has faced a decline, is expected to deliver positive earnings next week [2] Market Trends - The tech sector has seen significant capital expenditure commitments, totaling approximately $650 billion from four major hyperscalers [3] - The upcoming week will see earnings reports from about 56 companies in the S&P 500, with a focus on software firms following recent selloffs [5] - Consumer names such as Home Depot, TJX, and Lowe's are also highlighted as important for the upcoming week [5] Geopolitical Factors - Markets are closely monitoring the implications of tariffs and the legal aspects of recent announcements [6] - Tensions in the Middle East are also a point of concern for market participants [6]

分组1: Walmart - Walmart's earnings report showed a slight dip, with the stock not moving much post-earnings despite beating expectations for the holiday quarter [5][4] - The company is moderating expectations for the year, indicating a changing retail landscape driven by technology and AI [6][5] - Walmart's stock had previously reached a new high, becoming part of the $1 trillion market cap club, but is now slightly below that level [5] 分组2: Carvana - Carvana's stock dropped 8% following earnings, despite a 58% increase in revenue and a 43% increase in the number of vehicles sold [9] - The decline in stock price is attributed to lower profit margins per vehicle sold, raising concerns about expenses [9][14] - The company's high capital investment model may lead to volatility in profitability, depending on sales performance [14] 分组3: Blue Owl Capital - Blue Owl Capital's stock fell after changing its redemption policy for a retail-focused private credit fund, raising concerns about the private credit industry's liquidity [7][8] - The company sold $1.4 billion in debt investments to institutional investors, highlighting potential weaknesses in the market [7] - Concerns about mismatches between redemption processes and loan illiquidity have been identified as risks in the private credit sector [8] 分组4: Economic Indicators - The Supreme Court ruled that many of Trump's tariffs are illegal, which may impact market dynamics and investor sentiment [19][20] - Upcoming economic reports include consumer confidence and PPI, with inflation concerns rising as core PCE increased to 3% in December [23][24] - The GDP growth rate for Q4 was 1.4%, down from 4.4% in Q3, indicating a slowing economy [27] 分组5: AI and Labor Market - The integration of AI in various sectors is accelerating, but there are concerns about the high capital expenditures required to compete in the AI space [6][16] - The labor market may face structural issues due to AI advancements, potentially leading to higher unemployment in certain job sectors [29][30] - Companies will need to adapt to the changing job landscape as AI takes over roles traditionally considered secure, such as programming [29]