02-28-2026 | Major deals, rising inflation, federal tech shift and record AI funding reshape markets

03-05-2026 | Robotics cuts, resilient services data and rising volatility shape the global outlook.

COMPANIES. Amazon cuts robotics jobs. Amazon eliminated at least ONE HUNDRED corporate roles in its robotics division. The company says the move is part of a review of advanced technology teams. The robotics unit develops automated systems for fulfillment centers across the United States. Amazon states robotics remains STRATEGIC, even as it restructures teams. The cuts follow earlier workforce reductions this year. THE ECONOMY. Services activity hits FIFTY SIX POINT ONE. The Institute for Supply Management says its non manufacturing index rose to FIFTY SIX POINT ONE in February, up from FIFTY THREE POINT EIGHT in January. Economists expected a lower reading. Any number above FIFTY signals expansion. Business activity and new orders increased. The data indicates continued MOMENTUM in the services sector. INTERNATIONAL. Brazil advances European Union and MERCOSUL trade pact. Brazil’s Senate approved the agreement after more than TWENTY YEARS of negotiations. Argentina and Uruguay have ratified it. Paraguay still needs a lower house vote. The agreement covers tariffs and market access. MARKETS. United States stock futures edge lower as investors track Middle East tensions and oil prices. Volatility remains ELEVATED.

03-04-2026 | Oil tensions, junk ratings and rising yields reshape the market outlook today

COMPANIES. Paramount downgraded to JUNK after studio deal. Fitch cut Paramount Global’s credit rating to JUNK status following its major studio transaction. The agency cited higher leverage and integration risks. The downgrade increases refinancing pressure and raises borrowing costs. Investors are reassessing the balance sheet as the company absorbs the impact of the deal. THE ECONOMY. Oil tensions lift inflation concerns. No new gross domestic product or Consumer Price Index data were released in the last twenty four hours. The next Consumer Price Index report is scheduled for March eleven, two thousand twenty six. Markets shifted focus to geopolitical risk. Rising oil prices fueled inflation fears. Treasury yields moved higher as traders adjusted interest rate expectations in the United States. POLITICS. United States signals naval escorts in the Strait of Hormuz. President Donald Trump said the United States Navy could escort oil tankers if necessary. The administration also plans political risk insurance support for maritime trade to stabilize energy shipments amid Middle East tensions. MARKETS. Stocks fall as Target shares jump. United States equities declined on conflict concerns. Energy prices climbed. Target projected annual sales above estimates for fiscal two thousand twenty six, and its shares rose sharply.

03-03-2026 | A 3.9 billion dollar deal, rising oil, and a pivotal war powers vote reshape markets.

COMPANIES. Select Medical to go PRIVATE in multi-billion dollar deal. Select Medical Holdings agreed to be acquired by a consortium led by Robert Ortenzio, Martin Jackson and WCAS. The transaction values the company at about THREE POINT NINE BILLION DOLLARS including debt. The board approved the agreement and shareholders will vote in the coming months. The deal is expected to close in mid twenty twenty six pending regulatory clearance. POLITICS. Congress pushes WAR POWERS vote after Iran strikes. Lawmakers moved to force a formal vote following United States military strikes in Iran. Republicans defended the operation. Democrats demanded congressional authorization. The resolution could define or limit further military action in the Middle East. MARKETS. Oil jumps as conflict lifts inflation risks. Crude prices climbed sharply amid supply concerns. United States stock index futures fell. Defense and energy shares outperformed. Investors reposition portfolios as volatility rises. INNOVATION. Nokia and NVIDIA advance artificial intelligence radio access networks at Mobile World Congress twenty twenty six. Nokia demonstrated anyRAN software on graphics processing unit platforms. NVIDIA highlighted artificial intelligence driven radio benchmarks. Vendors target artificial intelligence native fifth generation and early sixth generation development.

03-02-2026 | Oil surge and military tensions reshape markets as global shipping routes face disruption.

COMPANIES. Shipping giants halt Hormuz transits. Hapag-Lloyd SUSPENDS sailings through the Strait of Hormuz and imposes a WAR RISK surcharge. Maersk and CMA CGM also reroute vessels. Hundreds of tankers and container ships divert or hold position. Insurers tighten coverage as tensions escalate. The move disrupts crude and cargo flows across a key energy corridor and freight rates face immediate pressure. THE ECONOMY. Oil surge raises inflation risk. Brent and United States crude post multi PERCENT gains on supply fears. Traders brace for key data this week including the manufacturing index and the monthly jobs report. Higher energy costs threaten to lift headline inflation. Bond markets attract safe haven flows and the dollar strengthens as volatility climbs. POLITICS. United States defends strikes on Iran. The administration confirms military action and reports American casualties. Lawmakers receive closed door briefings. A new poll shows about ONE IN FOUR respondents support the strikes. Congressional leaders signal further oversight hearings and the debate over strategy intensifies. MARKETS. Risk off trade hits equities. Stock futures fall as oil jumps. Defense shares advance on expectations of higher spending while technology stocks retreat and gold rises alongside government bonds.

02-28-2026 | Major deals, rising inflation, federal tech shift and record AI funding reshape markets

COMPANIES. PARAMOUNT TO BUY WARNER BROS DISCOVERY FOR ONE HUNDRED TEN BILLION DOLLARS. Paramount Skydance agreed to acquire Warner Bros Discovery in a deal valued at ONE HUNDRED TEN BILLION DOLLARS, including about EIGHTY ONE BILLION DOLLARS in equity. Netflix withdrew from the bidding. The companies target SIX BILLION DOLLARS in cost savings. Regulators in the United States and Europe will review the merger. THE ECONOMY. U.S. PRODUCER PRICES RISE ZERO POINT FIVE PERCENT IN JANUARY. The Producer Price Index increased ZERO POINT FIVE PERCENT month over month and TWO POINT NINE PERCENT year over year. Services led the gain while goods slipped. The data adds pressure on the Federal Reserve to delay interest rate cuts and keep policy restrictive. POLITICS. PRESIDENT ORDERS HALT TO ANTHROPIC USE. The President directed federal agencies to stop using technology from Anthropic and asked the Pentagon to label the company a supply chain risk, affecting contracts and procurement. INNOVATION. OPENAI SECURES ONE HUNDRED TEN BILLION DOLLAR FUNDING ROUND. OpenAI closed a ONE HUNDRED TEN BILLION DOLLAR funding round with participation from Amazon and expanded its partnership with Amazon Web Services, committing significant artificial intelligence computing capacity to the cloud provider.