Market News: | Supreme Court kills Trump's tariffs — ruled he overstepped authority by imposing duties without Congressional approval; stocks rallied on the news GDP slows to 1.4% in Q4 2025 — sharper-than-expected deceleration driven by the federal government shutdown cutting spending PCE inflation holds at 2.9% — above expectations, keeping the Fed cautious on rate cuts CPI cools to 2.4% YoY — below the 2.5% forecast and down from 2.7% prior month, a mild positive for rate policy Thursday selloff: Dow -268 pts — US-Iran tensions spiked oil prices, dragging the Dow to 49,395 and Nasdaq to 22,682 Before the Next AI IPO Wave Hits—See Why Thousands Are Investing Here First* (ad)
| | It was a short week on Wall Street, but a loud one. | US markets were closed Monday for Washington's Birthday. That compressed four days of trading into what felt like one long stress test. | Between a hawkish Fed, a Walmart earnings miss, oil spiking on Iran fears, and gold flirting with $5,000 an ounce, there was a lot to process. | Here's your clean breakdown of the six stories that defined the week. | | | | | Markets Outlook |  | TradingEconomics |
| Key Points: | The S&P 500 bounced from near its 100-day moving average—support held The VIX "fear gauge" hit 22.50 this week, up from around 17 just a week ago Traders are still pricing in two 25-basis-point rate cuts before year-end
| The S&P 500 closed Thursday down roughly 0.3%, the Nasdaq fell 0.4%, and the Dow lost 0.6% as investors pulled back after FOMC minutes signaled that disinflation may take longer — and that higher rates could still be on the table. | But Friday told a different story. The S&P 500 climbed 0.56%, while the Nasdaq added 0.78%, helped by a late-week recovery in tech and some solid earnings beats. | The headline that rattled things early? Walmart. Major indexes flagged after Walmart's guidance disappointed, with the retail giant projecting EPS of $2.75–$2.85 for 2026, well below the $2.96 Wall Street expected. For a company that touches practically every American household, that kind of miss sends a message about consumer spending. | How are you feeling about markets heading into next week? | |
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| | | | | Wall Street's Final Gold Betrayal — Legend Speaks Out | For 54 years, Wall Street quietly rigged gold — and now the math says the game is breaking. | • JPMorgan just projected $6,300 gold by year-end.
• China bought gold for the 15th straight month.
• Global demand hit a record 5,002 tons.
• COMEX inventories reportedly fell 25% last year. | While banks collected fees and paid you scraps, they positioned for hard assets. | Now there's a small NYSE-listed company sitting on 88 million ounces in the ground — trading at a fraction of its in-ground value. | If gold moves even modestly, this stock could surge. | But March 31 is First Notice Day — and that's when delivery pressure spikes. | You either position before the headlines… | Or pay retail when it's too late. | Click here now to see the "Shadow Miner" ticker before March 31. | *ad |
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| | | | | | Netflix vs Paramount | | Key Points: | $WBD ( ▲ 0.49% ) jumped 3.4% on Tuesday; $PSKY ( ▼ 0.37% ) surged nearly 5%; $NFLX ( ▲ 0.61% ) slipped slightly on the news Paramount's deal is bigger but riskier: regulatory approval, foreign sovereign fund backing, and a full-company acquisition all add complexity Netflix can legally match any superior offer before the March 20 vote. Paramount can't just outbid and walk away
| This isn't just a Hollywood story. It's one of the biggest corporate battles in media history — and this week it went into overdrive. | Here's the quick backstory. Back in December, Netflix struck a deal to acquire Warner Bros.' studios and HBO Max for $82.7 billion, about $27.75 per share in all-cash. Clean deal. Done, right? Not quite. Paramount Skydance plus sovereign wealth funds from Saudi Arabia, Qatar, and Abu Dhabi, kept lobbying offers at WBD's board. Nine of them, to be exact. All rejected. | Then this week, the board blinked. Activist investor Ancora Partners disclosed a roughly $200 million stake in WBD and said it strongly opposed the Netflix deal, arguing Paramount's bid was stronger financially and offered more regulatory certainty. That kind of pressure is hard to ignore. | On Tuesday, WBD said it would reopen negotiations with Paramount, after Paramount raised its offer to $31 per share, topping its earlier $30 bid and putting fresh heat on the Netflix deal. |
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| | | | | | Meta & Nvidia: The Biggest AI Bet of The Year | | Key Points: | Oppenheimer reiterates Outperform on $NVDA ( ▼ 0.04% ) ; Citi says "add to positions" ahead of earnings Morgan Stanley calls Amazon its "top pick," citing AWS potentially growing 30%+ in 2026/27 India is quietly emerging as the next AI infrastructure hub. Reliance is building multi-gigawatt data centers in Jamnagar, with 120 MW expected online this year
| This was the week's most significant corporate news and it has long-term implications for both companies. | Meta announced a massive long-term partnership with NVIDIA to deploy next-generation GPUs and Grace CPUs across its AI data centers. The company committed to $600 billion in US AI infrastructure spending by 2028, including $135 billion in 2026 alone. | The market noticed. Nvidia shares advanced 1.6% on the back of the Meta announcement, while $AMZN moved nearly 2% higher after regulatory filings showed Bill Ackman's Pershing Square grew its Amazon stake by 65% in Q4. | Meta is also working with AMD for in-house silicon and evaluating Google TPUs for 2027. They're not putting all their chips in one basket. | Read our detailed post about it here |
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| | | | | | Geopolitics Is Back | | Key Points: | Oil rallied nearly 6% since Monday. Energy stocks followed Gold is near all-time highs; analysts see room to run significantly higher Though geopolitics can spike crude and unsettle equities, their lasting market impact is historically limited
| If you've been wondering why oil is up and the dollar is surging, look toward Iran. | Crude oil climbed above $66 per barrel, setting a new intraday high for 2026, with geopolitical tensions explaining much of the rise. President Trump addressed leaders from 20+ countries at what he called the "Board of Peace" meeting in Washington and made clear that military action against Iran remains on the table if diplomacy fails. | Reports indicated the US military was prepared to potentially act as soon as this weekend, though no authorization has been given. | Gold, for its part, is holding near $5,000 an ounce. Analysts are projecting $7,000–$10,000 long-term, driven by rate cut expectations and geopolitical risk. The dollar, meanwhile, was on track for its best week since October. | At the same time, diplomacy is still happening. US and Iranian officials met at the Omani consulate in Geneva. Iran's Foreign Minister called the talks "positive" and "more serious" than previous rounds, with both sides agreeing to draft texts for the next meeting. |
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| | | | | What Musk and Huang Are Planning Left Us Speechless | Investors rarely get moments like this. | Elon Musk didn't hint. He didn't tease. He recently said it outright: robots will be the biggest industry on Earth. | Bigger than phones. Bigger than cars. Bigger than the internet boom. | Jensen Huang is backing him up, calling accelerated computing the new backbone of civilization. Tens of millions of robots. Massive AI factories. Self-driving trucks. A total reshaping of global power. | And one company is positioned right at the epicenter of this shockwave. | Before this erupts—see why early investors are already sprinting in. | *ad |
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| | | | | | Ukraine-Russia Talks |  | AP |
| Key Points: | Two tracks are in play: military (some progress) and political (none yet) Zelenskyy confirmed both tracks are active, he's not walking away The talks are still happening
| The third round of US-Ukraine-Russia negotiations took place in Geneva. Steve Witkoff and Jared Kushner led the US delegation. Russia sent Kremlin aide Vladimir Medinsky, a choice that NATO's Secretary General Rutte publicly called a sign that Russia wasn't negotiating seriously. | The core gap hasn't closed. Russia wants control of all four occupied Ukrainian oblasts. Ukraine wants enforceable security guarantees. Those two positions are nowhere near each other. | There was limited progress. On the military side, all three parties were described as "constructive," with agreement in principle on ceasefire monitoring that would involve US oversight. The political track, though, produced only "dialogue," not decisions. | Witkoff and Kushner also met with Iranian officials in Geneva on the same trip — a rare diplomatic doubleheader that signals just how active US back-channel diplomacy has become in 2026. | How do you think the Ukraine-Russia conflict gets resolved? | |
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| | | | | | 'Board of Peace' Meeting |  | President Trump, Vice President JD Vance and Secretary of State Marco Rubio, Board of Peace Meeting in Washington on Thursday. (SAUL LOEB/AFP via Getty Images) |
| Key Points: | FIFA pledged $75 million to build soccer facilities in Gaza The stabilization force acts as a buffer, not street police. Hamas disarmament remains the bigger unsolved problem Norway agreed to host the next Board of Peace summit
| Trump gathered leaders from nearly 50 countries in Washington Thursday for the inaugural 'Board of Peace' meeting, keeping the focus squarely on the next phase of the fragile Gaza ceasefire. | The financial commitments were real. The US pledged $10 billion. Other member nations collectively committed roughly $7 billion more, including $1.2 billion from the UAE and $1 billion from Qatar. Trump called it a "very small number compared to the cost of war." For context, rebuilding Gaza is estimated to cost upward of $70 billion, so this is a down payment, not a solution. | On troops, Indonesia, Morocco, Kazakhstan, Kosovo, and Albania confirmed commitments to the International Stabilization Force, a planned 20,000-soldier deployment with 12,000 Palestinian police. Indonesia's president personally reaffirmed up to 8,000 troops. In the first hours of the meeting alone, 2,000 Palestinians had already applied to join the new transitional police force being trained in Egypt. |
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| | Disclaimer: This analysis is for educational purposes only and should not be considered investment advice. Always do your own research before making investment decisions.
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