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This is a daily podcast that brings you real-time news updates as they happen, keeping you informed on the latest events effortlessly. Plus, we’re excited to announce that we’ll soon be rolling out a personalized version of the podcast, tailored to your unique algorithm and watchlists. Stay tuned for customized insights directly to your ears. Don’t forget to check out our app at https://www.thepantheonai.com/ for even more features!

  1. HACE 1 DÍA

    The $175 BILLION Tariff Bombshell: What It Means for YOUR Money

    The Supreme Court just dropped a ruling that could force the U.S. to refund over $175 BILLION in tariffs — and markets are already reacting. In today's PAI Morning Briefing, we break down everything you need to know to stay ahead.📊 TODAY'S MARKETS (Feb 20, 2026):- S&P 500: 6,904.27 (+0.89%)- Dow Jones: 49,528.92 (+0.40%)- Nasdaq: 22,909 (+1.63%) 🔥- Bitcoin: $67,456.70 (+0.74%)- Ethereum: $1,956.88 (+0.44%)🔑 WHAT WE COVER:00:00 – Market Overview & Opening03:30 – The $175B Tariff Refund Crisis Explained07:15 – Supreme Court vs. Presidential Authority11:00 – Trump's Backup Plan: What Comes Next?15:20 – Fed's Inflation Gauge: Still Stuck Near 3%19:45 – Winter Storm Fern's Economic Aftermath24:00 – Tech, Energy & Finance Sector Breakdown31:00 – Global Market Ripple Effects36:30 – Expert Predictions & What to WatchWhether you're a seasoned investor or just starting out, this briefing gives you the context you need to make smarter decisions today.🤖 Powered by PantheonAI — your AI copilot for the markets.Ask our AI anything at: [your link here]🔔 Subscribe for daily market briefings every weekday morning.---⚠️ DISCLAIMER: This content is for informational purposes only and does not constitute financial advice. Always consult a licensed financial advisor before making investment decisions.

    9 min

  2. HACE 2 DÍAS

    GDPNOW SLASHED: 3.0% (from 3.6%) | Jobless Claims "LOWEST OF YEAR" | Wayfair "WORST POST-EARNINGS" vs Deere SURGES

    MARKETS SUBDUED WITH ECONOMIC REVISIONS! S&P 500 "trading at roughly 6,855.95, showing SUBTLE DIP with NEGATIVE CHANGE of about 0.078 PERCENT" while Dow Jones "sitting around 49,387.718, losing about 0.38 PERCENT" yet NASDAQ "at 22,685.064, showing MODEST GAIN of approximately 0.199 PERCENT" and Russell 2000 "posting SLIGHT INCREASE of about 0.406 PERCENT with price near 2,658.845"—while Bitcoin "priced around 66,264.242, experiencing MINOR DECLINE of roughly 0.267 PERCENT" and Ethereum "sits at approximately 1,921.112, marking MORE NOTICEABLE DROP of around 1.720 PERCENT" showing "while CORE EQUITY INDEXES maintain RELATIVELY SUBDUED PERFORMANCE, CRYPTO MARKET is showing IDIOSYNCRATIC BEHAVIOR, particularly with Ethereum"—yet critically "Atlanta Fed GDPNOW TRACKER has surfaced with FINAL READING REVISED DOWN to 3.0 PERCENT from PREVIOUS ESTIMATE of 3.6 PERCENT" where there's been "WHIRLWIND of commentary in recent weeks, where 5 PERCENT ECONOMIC GROWTH was once HEADLINE and HOPE, and now, as we approach release, seeing MORE MODEST ESTIMATE" serving as "SOBER REMINDER that as much as we love FORWARD-LOOKING OPTIMISM, sometimes NUMBERS simply DO NOT BEND to our wishes"—yet paradoxically "jobless claims have DROPPED to LOWEST LEVEL of YEAR seems to REINFORCE narrative of STABILIZING LABOR MARKET, particularly when juxtaposed with STRONGER-THAN-EXPECTED jobs report from January" where "unemployment rate TICKED DOWN to about 4.3 PERCENT"—while "Wayfair... stock SUFFERED its WORST POST-EARNINGS REACTION in nearly FOUR YEARS" as the "company SWUNG TO NET LOSS in latest quarter, and management's WARNING about NARROWING PROFIT MARGINS didn't sit well with investors"—yet contrastingly "Deere has been UNEXPECTED HERO, with stock SURGING into RECORD TERRITORY due to ROBUST EARNINGS BEAT and OPTIMISTIC FULL-YEAR SALES OUTLOOK"—plus strategically "Hims & Hers is making WAVES by spending MORE THAN 1 BILLION DOLLARS to expand globally, highlighted by ACQUISITION of Australia-based TELEHEALTH COMPANY"—while shockingly "despite HIGH TARIFFS being imposed with AIM of slashing CHRONIC TRADE IMBALANCES, imports have SURGED to RECORD HIGHS and TRADE DEFICIT in 2025 was THIRD LARGEST EVER RECORDED"!

    10 min

  3. HACE 3 DÍAS

    NASDAQ SURGES +1.1%, Russell +1.1% | OIL JUMPS +2% = Iran "Military Strikes ON TABLE" | Meta Buys "MILLIONS" Nvidia Chips

    EQUITIES SURGING WITH GEOPOLITICAL TENSIONS! S&P 500 "hovering around 6,904.58... up by roughly 0.7 PERCENT" while Dow Jones "seeing level around 49,823.87, inching upward by about 0.5 PERCENT" and impressively NASDAQ "trailing slightly higher at roughly 22,881.77, marking INCREASE of around 1.1 PERCENT" plus Russell 2000 "showing STRENGTH coming in at roughly 2,676.55 – up by around 1.1 PERCENT"—while Bitcoin "stands at about 67,066.734, down by nearly 0.6 PERCENT" and Ethereum "at roughly 1,969.324, losing around 1.1 PERCENT" showing "MIXED PICTURE today, with EQUITIES posting MODEST GAINS while DIGITAL CURRENCY MARKETS experience SLIGHT DECLINES"—yet critically "Oil has JUMPED by MORE THAN 2 PERCENT after U.S. official VANCE stated that Iran had IGNORED KEY U.S. DEMAND, and he HINTED that MILITARY STRIKES remain ON THE TABLE" where "UNDERLYING FEAR among oil traders that TENSIONS between United States and Iran could ESCALATE" as the "SPECTER of FULL-BLOWN CONFLICT looms large, and with CRUDE SUPPLIES potentially DISRUPTED in Middle East, our ENERGY MARKETS could see VOLATILITY beyond today's figures"—plus transformationally "business investment seems to be EMERGING FROM TWO-YEAR SLUMP, spurred by BOOMING ARTIFICIAL INTELLIGENCE SECTOR" representing "UNEXPECTED GROWTH has left many analysts SCRATCHING THEIR HEADS – and in GOOD WAY – as it appears that AI REVOLUTION is NOT JUST tech story but BROADER ECONOMIC CATALYST"—while "Meta has committed to buying MILLIONS OF NVIDIA CHIPS – investment that clearly signals CONFIDENCE in future of COMPUTING and ARTIFICIAL INTELLIGENCE" yet cautiously "Palo Alto Networks reported GUIDANCE CUT that has put some PRESSURE on its stock"—and economically "Atlanta Fed's latest GDPNOW reading stands at 3.6 PERCENT versus previous 3.7 PERCENT" plus encouragingly "housing starts have JUMPED to HIGHEST LEVEL in FIVE MONTHS"!

    8 min

  4. HACE 4 DÍAS

    NASDAQ LEADS +0.8% | Palo Alto "Renewed Momentum" Despite Sell-Off | JFB-XTEND $1.5B AI Defense Robotics Mega-Deal

    MARKETS GAINING WITH TECH LEADERSHIP! S&P 500 "trading at approximately 6,847, inching up by about 0.4 PERCENT" while Dow Jones "traders watching move around 49,612, with MODEST GAIN of roughly 0.2 PERCENT" and impressively NASDAQ "leading the CHARGE with price around 22,564 and INCREASE close to 0.8 PERCENT"—though Russell 2000 "trading SLIGHTLY LOWER, at around 2,642 with just HINT OF DECLINE"—while Bitcoin "currently valued near 67,674, down by around 1.7 PERCENT" and Ethereum "hovering around 1,986, declining just over HALF PERCENT" showing "while equity markets displaying MODEST ENTHUSIASM, volatile CRYPTO SPACE continues to SWING for its own reasons"—yet critically "Palo Alto Networks... although shares have felt PINCH amid BROADER SOFTWARE SECTOR SELL-OFF" where "recent chatter from analysts highlighting RENEWED MOMENTUM in its FIREWALL BUSINESS and POTENTIAL BENEFITS from strategic acquisitions" as "despite GRIM HEADLINE of sell-off, there are GLIMMERS OF HOPE for Palo Alto Networks to REBOUND"—plus massively "JFB Construction Holdings and XTEND have announced BUSINESS COMBINATION valued at approximately 1.5 BILLION DOLLARS" where the "deal is aimed at creating what could soon be NASDAQ-LISTED US LEADER in AI-DRIVEN AUTONOMOUS DEFENSE ROBOTICS" representing "NOT JUST merger—it's CLEAR MESSAGE that ARTIFICIAL INTELLIGENCE and ROBOTICS are not only EVOLVING but MERGING into domains that were once firmly realm of SCIENCE FICTION"—while strategically "Macquarie Asset Management is making moves... by ACQUIRING South American TOWER OPERATIONS from IHS TOWERS" signaling "STRONG BET on GROWTH of TELECOM INFRASTRUCTURE in emerging markets"—and regulatorily "CFTC Chairman Michael Selig has been VOCAL in defending agency's AUTHORITY, filing AMICUS BRIEF to assert its RIGHT TO ENFORCE PREDICTION MARKET REGULATIONS"!

    8 min

  5. HACE 5 DÍAS

    Russell +1% SURGE | US Shale Boom "TURNING POINT" = America's Oil Lead ERODING | Hapag-Lloyd $4.2B ZIM Acquisition

    MARKETS MIXED WITH SMALL-CAP STRENGTH! S&P 500 "trading at approximately 6,836.1699, with MODEST UPTICK of roughly 0.0278 PERCENT" while Dow Jones "currently sitting at nearly 49,500.9297, enjoying SLIGHTLY STRONGER BOOST of about 0.124 PERCENT" and NASDAQ "showing BIT OF STUMBLE, trading around 22,546.6699 with SLIGHT DIP of approximately 0.065 PERCENT" yet impressively Russell 2000 "showing some VIGOR at roughly 2,646.6999, POSTING OVER 1 PERCENT GAIN" which is "certainly ENCOURAGING SIGN for small-cap space"—while Bitcoin "on BIT OF ROLLERCOASTER, currently trading at around 67,825.601, down by roughly 1.38 PERCENT" and Ethereum "holding steady MUCH BETTER at about 1,971.899, with SLIGHT GAIN nearing 0.34 PERCENT"—yet critically "U.S. SHALE BOOM... once hailed as CATALYST that turned America into WORLD'S TOP OIL PRODUCER" where "recent reports indicate that this very REVOLUTION might soon be APPROACHING TURNING POINT" as the "shale-oil revolution, which once PROPELLED U.S. energy production into LEAGUE OF ITS OWN, is now ENTERING PHASE where that EARLY BURST OF GROWTH could start to TAPER OFF" with "PROFOUND IMPLICATION: if oil production growth begins to SLOW as some experts predict, we could witness GRADUAL EROSION of America's HARD-FOUGHT LEAD in energy"—plus massively "Shipping giant HAPAG-LLOYD... is making SIGNIFICANT MOVE by ACQUIRING Israeli firm ZIM INTEGRATED SHIPPING SERVICES in deal valued at approximately 4.2 BILLION DOLLARS" where this "transaction isn't just about CONSOLIDATION; it's about RESHAPING entire sector" with the "acquisition comes with NOTABLE PREMIUM – nearly 58 PERCENT – signaling that Hapag-Lloyd is POSITIONING itself as DOMINANT PLAYER in consolidating market"—and alarmingly "Defense Secretary PETE HEGSETH is reportedly MULLING OVER SEVERE PENALTY on ANTHROPIC, prominent maker of CLAUDE artificial intelligence system" as "discussions indicate Hegseth might soon ADD ANTHROPIC to 'SUPPLY CHAIN RISK' list"!

    9 min

  6. 13 FEB

    MARKETS RALLY: S&P +0.52%, Russell +1.64% | Bitcoin SURGES +4.23%, Ethereum +5.82% | Roku "BIGGEST QUARTER EVER"

    MARKETS SURGING! S&P 500 "currently trading around 6,869.84, marking INCREASE of approximately 0.52 PERCENT" while Dow Jones "stands at nearly 49,666.078, up by roughly 0.46 PERCENT" and NASDAQ "seeing price around 22,683.37, registering INCREASE of about 0.54 PERCENT" with impressively Russell 2000 "experiencing MORE ROBUST SURGE with GAIN of approximately 1.64 PERCENT on price of roughly 2,663.10"—plus explosively Bitcoin "on NOTABLE UPWARD TRAJECTORY, currently priced at about 69,505.41, with IMPRESSIVE GAIN of roughly 4.23 PERCENT" while Ethereum "trading at around 2,059.49, up by nearly 5.82 PERCENT" creating "APPETITE FOR RISK balanced by LURE OF STAGGERING RETURNS"—as "Roku has SURGED following EARNINGS BEAT and what company described as its BIGGEST QUARTER EVER in net adds to PREMIUM SUBSCRIPTIONS" where "Roku executives are BUOYED by performance of PREMIUM SERVICES, which is DRAWING IN NEW USERS at impressive rate" suggesting "REVENUE GROWTH in STREAMING SPACE is proving to be FORMIDABLE DRIVER"—yet cautiously an "analyst from D A Davidson... BLUNTLY WARNED that AMD might be FALLING BEHIND, largely due to its RELIANCE on THIRD-PARTY NETWORKING and what some see as LAGGING SOFTWARE STACK" raising "questions about whether AMD can continue to MAINTAIN its COMPETITIVE EDGE in fast-evolving SEMICONDUCTOR LANDSCAPE"—while "Steel stocks are reported to be FALLING after article suggests that President Donald Trump is SOFTENING his stance on TARIFFS" in the "'TACO TRADE'" phenomenon that has "RATTLED MARKETS, contributing to DECLINE in stocks traditionally seen as BELLWETHERS for economic growth"—plus optimistically "JPMorgan on what they're calling 'GOLDEN AGE' of AERO ENGINES" as "aero engines represent HOT SECTOR that is JUST GETTING STARTED, with GE AEROSPACE emerging as TOP PICK"!

    8 min

  7. 12 FEB

    Tech BLOODBATH: NASDAQ -1.94% | Lenovo Reports Memory +40-50% "Could DOUBLE" | Icon Accounting Probe = Worst Since '99

    MARKETS TUMBLING! S&P 500 "trading at approximately 6,859.069, down roughly 1.415 PERCENT" while Dow Jones "hovering around 49,541.71, having SLIPPED by about 1.25 PERCENT" and NASDAQ "currently around 22,693.92, down nearly 1.94 PERCENT" with critically Russell 2000 "experiencing SHARPER DECLINE, trading at roughly 2,612.85, FALLING around 2.68 PERCENT"—plus Bitcoin "trading near 65,600.21, down about 2.126 PERCENT" while Ethereum "slid to around 1,905.21, with DECREASE of roughly 1.858 PERCENT" creating "CHALLENGING START for markets, with MAJOR INDICES and CRYPTOCURRENCIES all TRENDING LOWER"—yet explosively "MICRON'S STOCK has been on UPWARD TRAJECTORY" as "Lenovo reported GROWTH in these prices between 40 and 50 PERCENT in last quarter, with EXPECTATIONS that they might even DOUBLE THIS QUARTER" which "memory prices serve as BELLWETHER for DEMAND in technologies ranging from simple consumer electronics all way to more COMPLEX SERVERS in data centers" suggesting "ROBUST UNDERLYING DEMAND for DATA STORAGE and PROCESSING POWER, even as other parts of market seem to be STUTTERING"—while catastrophically "Icon Pharmaceuticals is under MICROSCOPE today after facing what's been described as its WORST TRADING DAY since 1999" as a "SIGNIFICANT ACCOUNTING PROBE has been CULPRIT" which "seems to have SHAKEN INVESTOR CONFIDENCE SIGNIFICANTLY" raising "caution flags for investors in PHARMACEUTICALS and BIOTECH spaces"—plus geopolitically "Israeli Prime Minister Benjamin Netanyahu held TALKS with former President Donald Trump concerning IRAN" where "Netanyahu expressed some SKEPTICISM about potential SUCCESS of these negotiations" yet these "discussions... we've seen EARLY SIGNS of PRESSURE on OIL PRICES" representing a "RARE MOMENT where GEOPOLITICAL DIPLOMACY isn't just curiosity—it has TANGIBLE MARKET IMPLICATIONS"!

    8 min

  8. 11 FEB

    Small Caps CRUSHED -1.8% | Palantir, Boeing, Micron "Double-Digit Sales + Margin Growth" | BofA: Middle Class Hit Hardest

    MARKETS UNDER PRESSURE! S&P 500 "closed session at roughly 6,943 points, down slightly by around 0.5 PERCENT" while Dow Jones "trading close to 50,100, with SMALL DIP of about 0.3 PERCENT" and NASDAQ "recorded STEEPER DECLINE, settling around 23,039 points, which represents DECREASE of just over 1 PERCENT" with critically Russell 2000 "saw MOST SIGNIFICANT DROP of nearly 1.8 PERCENT, suggesting that VOLATILITY might be MORE PRONOUNCED in SMALLER NAMES"—plus Bitcoin "PLUNGED down to approximately 66,897 DOLLARS, DECLINE of roughly 2.7 PERCENT" while Ethereum "trading at nearly 1,947 DOLLARS, down almost 3.5 PERCENT" suggesting "even amidst broader market declines, digital assets are experiencing NOTABLE TAILWINDS of VOLATILITY"—yet impressively "20 STOCKS within S&P 500 that delivered DOUBLE DOSE OF GROWTH this earnings season" highlighting companies like "PALANTIR, MICRON, BOEING, and ALPHABET" that have "not only achieved DOUBLE-DIGIT SALES GROWTH but have also managed to IMPROVE their PROFIT MARGINS SIGNIFICANTLY" which "is NO SMALL FEAT in today's economic environment and UNDERSCORES how DIGITAL TRANSFORMATION and OPERATIONAL EFFICIENCY are becoming KEY DRIVERS for reinvention"—while alarmingly "internal data from BANK OF AMERICA... suggests that MIDDLE CLASS is feeling IMPACT of what many are calling K-SHAPED RECOVERY" as the "middle class, in particular, appears to be SHOULDERING DISPROPORTIONATE SHARE of PAIN" with "economic recovery from recent downturns HASN'T BEEN UNIFORM" raising the question "how do we RECONCILE BULLISH NARRATIVES in capital markets with EVERYDAY REALITIES faced by many Americans?"—plus "January JOBS REPORT... turned out to be MUCH STRONGER than expected" alongside "BLOWOUT QUARTER reported by data center equipment supplier VERTIV" signaling "RISING DEMAND for DATA INFRASTRUCTURE, likely driven by continued ACCELERATION of CLOUD SERVICES and DIGITALIZATION"—and geopolitically "former President Trump's arrangement to SELL VENEZUELAN OIL has raised SERIOUS QUESTIONS regarding which GOVERNMENT the United States will ultimately choose to RECOGNIZE"!

    8 min
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This is a daily podcast that brings you real-time news updates as they happen, keeping you informed on the latest events effortlessly. Plus, we’re excited to announce that we’ll soon be rolling out a personalized version of the podcast, tailored to your unique algorithm and watchlists. Stay tuned for customized insights directly to your ears. Don’t forget to check out our app at https://www.thepantheonai.com/ for even more features!

Información

  • Creador
    PantheonAI
  • Años de actividad
    2024 - 2026
  • Episodios
    341
  • Clasificación
    Apto
  • Copyright
    © PantheonAI
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    PantheonAI