01 Stock Market
The U.S. major indexes closed as follows: Dow Jones down 0.61% at 47,417.27; S&P 500 down 0.08% at 6,775.80; NASDAQ up 0.08% at 22,716.13. The session reflected mixed performance as strength in select technology and AI-exposed names offset weakness in parts of the broader market, while energy-related moves remained in focus.
Unusual movers were led by earnings and AI beneficiaries. Notable quotes: Oracle up 9.18% at $163.12; Tesla up 2.15% at $407.82; Nvidia up 0.68% at $186.03; Micron Technology up 3.86% at $418.69; Intel up 2.57% at $47.98; Alphabet up 0.49% at $308.42; Advanced Micro Devices up 0.79% at $204.83; Taiwan Semiconductor Manufacturing up 2.15% at $354.56; Hims & Hers Health up 10.27% at $25.88; Apple down 0.01% at $260.81; Microsoft down 0.22% at $404.88; Palantir up 0.30% at $151.60.
ADR and thematic moves were active alongside semis and energy proxies. Selected quotes: NIO down 4.04% at $5.47; XPeng up 2.23% at $19.29; Li Auto up 2.98% at $18.29; Silicon Motion Technology up 0.70% at $123.64; Himax up 10.37% at $9.15; United States Oil Fund (USO) up 2.07% at $108.05; iShares Silver Trust (SLV) down 2.72% at $77.91; ProShares Ultra Silver (AGQ) down 5.69% at $159.34; SPDR S&P 500 (SPY) down 0.13% at $676.33; Invesco QQQ (QQQ) down 0.01% at $607.69; ProShares UltraPro Short QQQ (SQQQ) up 0.08% at $70.65; Vanguard S&P 500 (VOO) down 0.11% at $622.03.
02 Other Markets
U.S. 10-year Treasury yieldrose by1.03%, latest at4.25%.USD/CNHwas unchanged0.00%, at6.87;USD/HKDwas unchanged0.00%, at7.83.U.S. Dollar Indexrose0.2752%, at99.48.WTI crude futuresrose7.38%, at93.69USD/bbl;COMEX gold futuresfell0.71%, at5142.40USD/oz.
03 Top News
1. Nvidia Launched Nemotron 3 Super, a 120-Billion-Parameter Agentic AI Model to Power Complex Systems. The model combines advanced reasoning and a 1‑million‑token context window to help autonomous agents complete multi‑step tasks more accurately and efficiently. It is available via Nvidia’s developer platform and services including Hugging Face and OpenRouter, supporting automation in industries such as telecommunications and cybersecurity.
2. Hims & Hers Hired Former Eli Lilly Communications Chief Kathryn Beiser as Chief Communications Officer, Lifting Shares. The veteran executive brings decades of PR leadership and will report directly to the CEO, reinforcing governance and messaging. The move aligns with Hims & Hers’ shift toward brand‑name obesity drugs following a partnership with Novo Nordisk.
3. International Energy Agency Members Agreed to Make 400 Million Barrels of Emergency Oil Reserves Available to Markets. The unanimous decision aims to cushion supply disruptions and temper price spikes amid heightened geopolitical risk. The coordinated release underscores the IEA’s capacity to stabilize global energy markets during periods of stress.
4. Tesla’s China-Made EV Deliveries Rose 91% Year Over Year, and Its Stock Advanced. February deliveries of locally produced Model 3 and Model Y, including exports, totaled 58,600 units, reflecting ongoing momentum. Volumes dipped month over month due to seasonal factors and production adjustments, but the year-over-year surge supports growth expectations.
5. Nvidia Invested $2 Billion in AI Cloud Provider Nebius to Accelerate Agentic-Era Infrastructure Build-Out. The partnership targets up to 5GW of Nvidia-based computing capacity by 2030 and includes co-design of “AI factories” using flagship Rubin processors. The deal extends Nvidia’s broader funding spree into key AI cloud partners and bolsters Nebius’s expansion plans.
6. Uber and Amazon’s Zoox Formed a Multi-Year Partnership to Deploy Purpose-Built Robotaxis on Uber’s Platform. The service is set to launch in Las Vegas with a planned rollout in Los Angeles, expanding autonomous ride availability. Trips will be accessible via both the Zoox app and the Uber platform, strengthening Uber’s AV network ambitions.
7. Serve Robotics Partnered with White Castle to Deliver Menu Items via Autonomous Robots on Uber Eats. Customers in eligible zones can opt for robotic deliveries, expanding Serve’s presence across multiple U.S. cities. The collaboration adds scale to Uber’s autonomous delivery ecosystem while enhancing White Castle’s fulfillment options.
8. U.S. CPI Increased 2.4% Year Over Year, Matching Market Expectations. The reading was in line with the prior pace, indicating restrained inflation pressures. The data informs monetary policy expectations and cross-asset positioning in the near term.
9. Nebius Secured Local Approval to Build a Large U.S. AI Facility in Independence, Missouri. The site has a potential capacity of up to 1.2GW, supporting rapid infrastructure growth. The approval strengthens Nebius’s U.S. footprint amid rising demand for AI computing.
10. Oracle Reported a Strong Quarter and Raised Its Revenue Outlook, Driving a Sharp Share Price Gain. Earnings and revenue exceeded consensus, and management signaled accelerating demand tied to AI workloads. The improved guidance highlights Oracle’s cloud momentum and visibility into future growth.
Sources: Reuters, Dow Jones, Tiger Newspress, public market data
Disclaimer: This content is for reference only and does not constitute investment advice.
