Figma's AI Outlook, Blue Owl Stokes Credit Concerns | Bloomberg Businessweek Daily 2/19/2026
Bloomberg Businessweek Daily highlighted two contrasting stories on Thursday, February 19: Figma’s AI‑driven growth trajectory and Blue Owl Capital’s liquidity curtailment in a private‑credit fund. The market backdrop featured modest equity declines, a VIX edging toward 21, and oil prices above $66 a barrel amid heightened geopolitical risk. Figma reported its best quarter yet, posting $304 million in revenue and a 40% year‑over‑year increase. CEO Dylan Field emphasized that AI improvements directly boost the platform, noting that more than 75% of customers with ARR above $10 K now consume AI credits weekly and that weekly active users of the new Figma Make feature rose 70% quarter‑over‑quarter. The company also unveiled an integration with Cloud Code, positioning Figma as a central hub for design‑to‑code workflows. Blue Owl Capital, meanwhile, announced a restriction on withdrawals from one of its flagship private‑credit funds, triggering a sharp sell‑off in its shares and reigniting concerns about liquidity in the $1.8 trillion private‑credit market. Analysts warned that the move could signal deeper stress in a sector already under scrutiny for opaque risk structures. The dual narratives underscore divergent investor themes: Figma’s AI‑centric product expansion may restore confidence in SaaS valuations, while Blue Owl’s withdrawal limits serve as a cautionary tale about hidden credit risks. Both stories suggest that technology adoption and credit‑market transparency will shape capital allocation decisions in the coming months.
Stocks Slide as Oil Spikes on US–Iran Tension | Closing Bell
The closing bell showed U.S. equities slipping as oil prices spiked on renewed U.S.–Iran tensions. The S&P 500 and Nasdaq each fell roughly 0.3%, while the Russell 2000 managed a modest gain, underscoring the market’s mixed reaction to geopolitical risk. Energy‑related concerns lifted...
Income-Focused Investing Often Leaves Too Much on the Table, Says Kathmere CIO
Amplify’s chief investment officer, Christian, used a recent market‑volatility roundtable to argue that traditional income‑focused strategies often leave performance on the table. He outlined how the firm’s “yield‑smart” ETFs combine dividend exposure with tactical covered‑call writing to generate 5‑6% yields...
Figma Gains on Strong Growth Outlook that Eases AI Fears
Figma’s latest earnings call highlighted a bullish growth outlook that directly counters lingering industry anxieties about artificial‑intelligence disruptions. The company emphasized that as AI improves, its own product suite becomes more powerful, positioning the design platform to benefit rather than...
Market Storylines: Inflation Moderates, Financials Bounce + S&P Stuck in 200‑Point Range
The week’s Market Storylines episode focused on the latest CPI print, bond‑yield movements and the S&P 500’s continued confinement to a 200‑point trading band. Headline inflation slipped to 2.4% year‑over‑year, driven by lower oil and food prices, while core CPI eased...
Charting DE After Earnings Send Shares to All-Time High
Deere & Company (NYSE: DE) surged to an all‑time high on the day it reported earnings that beat Wall Street forecasts, sending the stock up more than 11% in after‑hours trading. The company said construction‑equipment profit more than doubled year‑over‑year and...
Silver's Run Not over, Price Staging 45-Year Breakout
The video focuses on silver’s dramatic price movement after breaking out of a 45‑year consolidation that began in 1980 and lasted through November 2025. The breakout point was identified at $50 per ounce, a level that triggered a rapid rally. Following...
Amazon Dethrones Walmart
The video highlights that Amazon finally eclipsed Walmart in total sales for 2025, reporting $717 billion versus Walmart’s $713.2 billion, cementing a shift from the traditional Walmart‑Target rivalry to a direct Amazon‑Walmart showdown. Analysts note Walmart’s strategic pivot toward technology: a $40 billion free‑cash‑flow...
Wheat and Crude Oil Continue Rally on Thursday
The program highlighted a fresh rally in wheat futures alongside a jump in crude oil, while soybeans showed modest gains and corn stayed range‑bound. Analysts attributed wheat’s upside to three “prongs”: unusually dry conditions across the Southwest, lingering Black Sea shipping...
Metals Rally, Oil Direction & Fed Impact
The program centered on how escalating Iran‑related tensions are reshaping commodity markets and equity sentiment, with a particular focus on oil’s recent breakout and the muted response in precious and base metals. Mish Schneider highlighted oil’s climb past $66 per barrel,...
Feb 19 | Closing Market Report
The Feb 19 Closing Market Report from Illinois Public Media covered today’s commodity prices, USDA outlook releases, farm budget projections, a new Defense Production Act order, and a preview of the All‑Day Outlook event. Futures for corn, soybeans, wheat, livestock and...
Finding "Goldilocks" Crude Oil Price & ETFs Tying Energy to AI Boom
The video features senior portfolio manager Rob from Tortoise Capital discussing current oil market dynamics amid rising US‑Iran tensions and the search for a “Goldilocks” price. He notes Brent around $65, with roughly $5 geopolitical risk premium, and argues $70...
Cash Still Wears the Crown 2 19 26 Cattle Chatter
The Cattle Chatter episode from the NCC Classic in Carney, Nebraska focused on the continued dominance of cash cattle prices while flagging several near‑term risks, including a pending labor vote at JBS’s Greeley plant, the impact of a closed U.S.–Mexico...
Why U.S. & Iran Tensions Power Energy Price Surge #shorts
The video reports a fresh surge in crude oil prices as geopolitical risk mounts, with Brent trading above $69 a barrel and U.S. crude in the mid‑$60s following speculation that Washington may be preparing a military strike against Iran. Analysts point...
How Hedgeye’s Global Process Is Beating Consensus
The video outlines Hedgeye’s global investment framework, emphasizing how its country‑specific bets have outperformed mainstream consensus. By spotlighting recent returns—Turkey up 22% since December, Israel 19% since November, Mexico 18% since December, and Japan 9%—the presenter argues that the model’s...
Netflix Co-CEO: Warner Deal Will Put More Films in Theaters #shorts #netflix #warnerbros #paramount
The video features Netflix’s co‑CEO outlining the company’s pending acquisition of Warner Bros., emphasizing that the studio will continue operating under its existing 45‑day theatrical release window. He stresses that Netflix intends to leverage Warner’s theatrical distribution arm to release...
"Damage Already Done" To MSFT? Sell-Off Presents New Mag 7 Opportunity
The segment focuses on Microsoft’s steep post‑summer decline—roughly 30% off its all‑time high—and the technical outlook that could turn the sell‑off into a “Mag 7” buying opportunity. Ben Watson walks through a 15‑minute chart, highlighting a tight resistance zone around $400,...
Day After Trade for Earnings
David Prince of the Inner Circle breaks down the Day‑After Trade strategy, a tactical approach for navigating earnings season. The method focuses on entering positions the day following an earnings release, leveraging the market’s reaction once initial volatility subsides. Prince...
Sarandos Is Highly Confident Netflix Will Close the Deal for Warner Bros.
In a Bloomberg interview, Netflix co‑CEO Ted Sarandos said the streaming giant is “very confident” it will finalize its bid for Warner Bros. Discovery’s film and studio assets, emphasizing the company’s strong balance sheet and financing flexibility. Sarandos outlined the bid terms...
The Big 3: VZ, DXCM, AMAT
The Trading 360 "Big 3" episode zeroed in on three high‑conviction names – Verizon (VZ), Dexcom (DXCM) and Applied Materials (AMAT) – and laid out option‑based trade ideas for each. Host Marley Kayden and guests Dan Deming and Ben Watson...
From Long to Short in Seconds… The Stop & Reverse Method
After a sluggish start to February, the forex market surged, prompting the trader to execute four trades in two days, including three winners. Two of those trades employed the Stop & Reverse method on the same currency pair, demonstrating a...
Steve Cohen's $3.4 Billion Payday Tops Hedge Fund Ranks
Steve Cohen, the billionaire owner of the New York Mets, topped Bloomberg’s latest ranking of highest‑earning hedge‑fund managers by pulling in roughly $3.4 billion from his Point72 Asset Management firm in 2023. The haul translates to about $9 million a day, enough to...
The Unbeatable Day Trading Strategy That You Can Use Daily (Fast & Proven)
The video promotes a day‑trading system marketed as an easy, daily, and proven approach, directing viewers to a paid training program on the TradeWinProfit platform. It highlights the strategy’s simplicity and claims that users can apply it consistently to generate...
Daily Trader: Jobless Claims, Pending Home Sales & GDP Preview #shorts
Daily Trader’s short wraps up Thursday’s data releases and sets the stage for tomorrow’s first look at Q4 GDP, offering investors a quick pulse on labor, manufacturing, trade and housing metrics. Jobless claims dropped to 206,000, beating expectations and underscoring a...
SMC Swing Trading In 5 Simple Steps (Real S&P Trade)
The creator launched a free three‑day Smart Money Concepts (SMC) course that details a repeatable five‑step swing‑trading framework applied to a recent S&P 500 trade. The method begins with 4‑hour and 1‑hour market context to spot range‑bound conditions, then narrows to...
The Capitalism No One Sees | Jason Hsu on What Investors Miss About China
Jason Hsu argues that China functions as a fiercely competitive capitalist engine rather than a monolithic, centrally planned economy. He says the Chinese state often acts like the largest limited partner/venture capitalist—providing capital and protection while letting many private firms...
U.S. Picking Up Tariff "Tab," NVDA & CRM Earnings Center of AI Disruption
Morning Trade Live hosts Liz Ann Sonders and Nathan Peterson dissected three intertwined themes: lingering tariff effects, the looming AI earnings season, and a subtle market rotation. They noted that U.S. companies, not foreign exporters, bear the tariff burden, and...
🎙️ Jargon Bin | Week 3
The Jargon Bin episode compares two common real estate return metrics: equity multiple and internal rate of return (IRR). Equity multiple measures total cash returned relative to capital invested—e.g., a 2x multiple means you doubled your money—without regard to timing....
Russia’s War Economy, Explained
The video dissects Russia’s war‑driven economy, arguing that despite surface resilience, hard data reveal a near‑collapsed productive base. GDP is projected to grow a meager 0.6 % in 2025, and the system now leans almost entirely on oil, gas and a...
Tariff Wars! What Are the Rates? Who Pays? What’s Next?
The event featured Brent Nyman, a former Treasury deputy under‑secretary, presenting his latest research on U.S. import tariffs. He explained how statutory tariff rates—those set by law—jumped from near‑zero to about 28% after the 2024‑25 Trump‑era announcements, while the...
Digispice Technologies Ltd Q3 FY2025-26 Earnings Conference Call
Spice Money, the fintech arm of Digispice Technologies Ltd, presented its Q3 FY2025‑26 results, highlighting a maturing agent‑based distribution model that now covers more than two lakh small towns with over one million active agents. The company emphasized its three‑pronged...
EBAY Rallies on $1.2B Depop Acquisition & Earnings
eBay’s latest earnings report and its $1.2 billion acquisition of Depop dominated market chatter on Monday. The online marketplace posted fourth‑quarter earnings of $1.41 per share, a 13% year‑over‑year increase, and revenue of $2.97 billion, up 15% and comfortably ahead of consensus...
DON’T WAIT LONGER: Copper Demand Can Only Drive Prices Higher
The video centers on the accelerating copper deficit and its price implications, featuring Ian Harris, CEO of Copper Giant, who argues that the market is entering a new era of sustained demand. After a year of soaring gold and silver,...
Next Generation 3D Cabin Tech - Seeing Machines CEO on Tech Leading Automotive and Robotics Future
Seeing Machines CEO says the company has a clear technological lead with a real-time 3D cabin reconstruction platform that enables scalable deployment across automotive customers and is gaining traction in new mobility programs. Early third-party conversations suggest demand for the...
'The Markets Are Fine but the Gyrations Under the Hood Have Become a Bit Unnerving': Basinger
The interview with Craig Bassinger, Chief Market Strategist at Purpose Investments, centered on how AI‑driven hype is unsettling equity markets despite the S&P 500 hovering near all‑time highs. Bassinger warned that headlines suggesting AI will upend industries—from wealth services to trucking—have sparked...
Microsoft Investing Into 'Infrastructure to Make Sure Their Business Stays Competitive': O'Connell
John O'Connell, chairman and CEO of Davis Ray, used the interview to highlight Microsoft’s aggressive infrastructure spending as a defensive moat against the AI‑driven market panic. He argued that while headlines warn AI will render traditional software obsolete, Microsoft, Amazon and...
The Close for Wednesday, Feb. 18, 2026
The Close segment recapped the day’s market outlook, highlighting upcoming earnings from RioCam and IA Financial, a slump in Canadian housing prices, Japan’s $36 bn investment in U.S. energy and minerals, Berkshire Hathaway’s portfolio shift, and General Motors’ $63 m Oshawa plant...
IA Financial Tumbles on Q4 EPS Miss
IA Financial’s shares tumbled after the insurer reported fourth‑quarter core earnings per share that fell short of analyst expectations, prompting a sharp market reaction. The company’s president and CEO Denis Ricard appeared on a call to contextualize the miss, emphasizing that...
RioCan Sees Rising Demand From Leading Retailers
RioCan reported a fourth‑quarter profit increase despite lower revenue, citing a surge in demand from leading retailers for its open‑air, necessity‑based shopping centres. CEO Jonathan Gitlin highlighted that Canada’s retail landscape remains robust, with limited supply of well‑located space driving a...
'New Canadian Government Has Really Taken the Opportunity to Focus on Areas We Can Control': Bai
The interview with John Bay, CIO of NEI Investments, centered on today’s market rally, a 3% oil price jump, and the broader impact of geopolitical tensions on North‑American equities. Bay linked the oil surge to stalled Russia‑Ukraine talks and heightened U.S.–Iran...
DASH Rallies Despite Earnings Miss, Wayfair (W) Falls, DE Drives Momentum
DoorDash shares recovered from an initial after-hours drop to rally double digits after investors focused on strong operational metrics despite an earnings miss; revenue was $3.96 billion and EPS $0.48, while total orders rose 32% and gross order value jumped...
'This Is a Global Bull Market, and We Don't Think It's Going to End Any Time Soon': Detrick
Ryan Detrick, chief market strategist at Carson Group, told viewers that the S&P 500 is poised for double‑digit gains this year, underscoring a broader belief that the current rally is part of a global bull market that shows no signs of...
The Madness of Metals, Crypto, Cocoa and More
The hosts of The Futures Rundown discussed a turbulent start to the year across commodities, metals and crypto, highlighting strong moves in oats, heating oil, lithium, nonfat dry milk and a standout nearly 16% rally in orange juice. Carly Garner...
"Big Drop" In Jobless Claims, "Big Jump" In Trade Deficit
Initial economic readings surprised to the upside: weekly jobless claims fell sharply to 206,000 (four-week average 219,000), aligning with a 4.3% unemployment print, while the Philly Fed index jumped to 16.3 versus expectations near 7.5. At the same time the...
Options Corner: AKAM Ahead of Earnings
Akamai (AKAM) has bucked the weak software sector, rallying sharply above prior resistance near $105 with an intraday high around $113.50 and leaving few nearby horizontal supports aside from a steep upward trendline and a 5-day EMA near $106. Volume...
Seeking Resilient Income and Capital Growth with Dunedin Income Growth Investment Trust
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Orient Technologies Ltd Q3 FY2025-26 Earnings Conference Call
Orient Technologies Ltd held its Q3 FY2025‑26 earnings conference call, outlining a mixed performance. While Q3 revenue slipped 4.2% YoY to Rs 200.1 crore amid global semiconductor shortages and a lost telecom client, the nine‑month FY26 results showed an 18.1% YoY revenue...
Anlon Healthcare Ltd Q3 FY2025-26 Earnings Conference Call
Anlon Healthcare Ltd reported a dramatic turnaround in Q3 FY26, posting total income of ₹35.78 crore versus ₹9.38 crore a year earlier and achieving an EBITDA of ₹12.54 crore at a 35% margin. The nine‑month results echoed this momentum, with revenue climbing to ₹121 crore and EBITDA reaching ₹32 crore,...
Glottis Ltd Q3 FY2025-26 Earnings Conference Call
Glottis Ltd held its Q3 FY2025‑26 earnings conference call, reviewing performance for the quarter and nine‑month period ended 31 December 2025. Management highlighted a challenging global logistics environment, uneven trade flows and cautious customer shipment planning. Revenue from operations fell to Rs 1.439 bn in...
What Do Airbus' Latest Results Mean For Its Future?
Airbus’s full-year results signaled a pullback in commercial production ambitions as supply-chain strain — most notably a public dispute with Pratt & Whitney over engine deliveries — forces the company to temper widebody and A220 ramp-up targets (A220 now guided...