Bitcoin crashed 50% from $126,000 to $63,000 in 139 days, erasing $1.21 trillion. The collapse debunked the inflation hedge narrative while revealing institutional accumulation.
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Blue Owl Capital's fund gating and $1.4 billion fire sale expose structural fractures in the $1.8 trillion private credit market, shattering the illiquidity premium myth.
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Anthropic's Claude Code COBOL breakthrough triggered a $68.5 billion market cap wipeout across Indian IT stocks, marking the sector's worst monthly performance in 23 years.
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Wayve secured $1.5 billion at an $8.6 billion valuation, validating embodied AI as the future of autonomous driving with zero-shot generalization across 500 cities.
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Samsung stock rallies 200% as HBM4 memory prices hit $700 per module with 50-60% margins. Analysis of the AI memory chokepoint reshaping semiconductor economics.
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AMD secures a 6-gigawatt GPU deal with Meta worth $60-$100B over five years. The MI450 on TSMC 2nm delivers 40 PFLOPS with 432GB HBM4. Full analysis.
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Silver explodes past $90 as COMEX/LBMA vaults drain to multi-decade lows, China restricts exports, and an 820M-oz cumulative deficit fractures the paper pricing system.
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Gold breaches $5,200 as central banks accumulate 70 tonnes monthly and global debt hits $340 trillion. UBS targets $6,200. Analysis of the structural repricing.
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Oil hit its 7th weekly gain on 3M bpd disruptions. Gold surged past $5,100. Copper crashed 15% from highs — a classic recessionary divergence signal.
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AmEx plunged 7% on credit losses. Goldman exited consumer banking with a $2.26B Apple Card markdown. Eli Lilly's $299 Zepbound defied the February sell-off.
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IBM plunged 13% after Anthropic's Claude Code Security sparked panic across cybersecurity and SaaS stocks. Nvidia's Feb 25 earnings loom as the AI fulcrum.
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The Supreme Court struck down IEEPA tariffs on Feb 20 2026. Within hours a 15% Section 122 surcharge replaced them, triggering stagflation fears.
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