In this video, Ira Epstein discusses the unexpected downturn in the financial markets that occurred on February 3, 2026, triggered by Anthropic's announcement of a new legal software module that disrupted tech stocks.
Nvidia is reportedly nearing a record $20 billion investment in OpenAI as part of a massive funding round, even as both companies dismiss reports of partnership strain and concerns over Nvidia's latest AI chips.
Stocks fell sharply, even though the S&P 500 finished the day down just 85 basis points. Technology and software stocks were hit the hardest, pushing the Nasdaq 100 down more than 1.5% and dragging the XLK ETF lower by over 2%.
Could Amphenol be the next big winner in the tech sector? Join us as we explore its strengths, management, and financials to see if this stock is worth your investment.
Gold is staging a strong recovery toward $5,000, while Bitcoin remains under pressure after a significant breakdown. The divergence highlights a shift in speculative flows as markets react to new Federal Reserve leadership and policy shifts.
Novo Nordisk dropped after management forecasts weaker 2026 growth, shifting attention from recent results to pricing pressure and rising competition in obesity treatments.
Rocket Companies advanced after its CEO said mortgage loan production has reached a four-year high, as the market revisits the outlook for housing demand.
