AI Scare Trade Shatters Two Investing Myths

Published on February 26, 2026

As investors digest the potential impact of artificial intelligence and debate whether this new technology will help or destroy existing businesses, a sharp divergence is occurring in global equities.

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Initial Unemployment Claims Up 4K, Lower Than Expected

February 26, 2026
In the week ending February 21st, initial jobless claims were at a seasonally adjusted level of 212,000. This represents an increase of 4,000 from the previous week's figure and was lower than the forecast of 217,000.

Nvidia’s 75% Margin Gives AI Rivals Something to Aim For

February 26, 2026
Thanks to Nvidia Corp.’s practice of reporting earnings outside of the typical cycle for technology companies, the question of whether the almost $5 trillion company will record strong demand in 2026 had already been safely answered well before its latest announcement on Wednesday.