Investors seek refuge from uncertainty in the dollar and gold

4-year record oil price rise due to war in Middle East slows to 6%

Two key US indices out of three were down at the end of the month: in February, the market experienced several waves of software apocalypse due to fears that the AI boom would lead to the destruction of software developers' business models and increased unemployment. The state of the labor market should clarify the employment report, whose release is scheduled for next week. At the same time, its importance has grown sharply after the unexpectedly high wholesale inflation rate published on Friday, CNBC <a href="https://www.cnbc.com/2026/02/27/stocks-will-get-early-march-test-with-high-stakes-jobs-report-next-week.html">notes </a>. It increased investors' fears, and they sold off stocks on the last trading day of the month.

Nasdaq Composite has its worst month in a year: market sell-offs hit due to AI threat

NVIDIA Corporation

U.S. stocks fell in trading on Thursday, February 26: strong reports from technology giant Nvidia and software developer Salesforce failed to support the market, CNBC reported. Nvidia shares, despite results and a forecast that beat analysts' expectations, fell 5.5%, its worst one-day decline since April. This pulled the securities of other representatives of the sector.

Nvidia shares suffered their worst collapse since April and pulled most of the market with it

Salesforce, Inc.

Nvidia securities are also trading in the negative zone despite the strong report

Nvidia's report failed to support the markets, with the S&amp;P 500 and Nasdaq losing more than 1%

IonQ, Inc.

Nutanix, Inc.

Synopsys, Inc.

Advanced Micro Devices, Inc.

The Trade Desk, Inc.

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

Netflix, Inc.

Thomson Reuters Corporation

United Therapeutics Corporation

Circle Internet Group

Clear Secure, Inc.

Jazz Pharmaceuticals plc

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York morning: markets assess Nvidia report and look for new drivers

The broad index of American stocks S&amp;P 500 and technological Nasdaq Composite reached their two-week highs during trading on February 25. The growth was provided by the securities of technology companies, which are popular ahead of the publication of the quarterly report of the most expensive company by market capitalization - Nvidia.

The S&amp;P 500 and Nasdaq hit two-week highs ahead of Nvidia's report

Meta Platforms, Inc.

DocuSign, Inc.

Major US stock market indices jumped on Tuesday, February 24, after investors reassessed the negative impact of AI on global business processes. A presentation by AI startup Anthropic showed that its tools will not replace software developers, but will strengthen them by enabling them to develop products using their AI Claude. That calmed the markets a bit and the Software Developers Sector ETF rose 2% after several days of declines.

U.S. stocks are up. Why have fears of a soft-apocalypse abated?

The company has become the top target for shorts among all S&amp;P 500 participants

'More skepticism than stress': shorts bet $50 billion against Nvidia ahead of report

International Business Machines Corporation

CrowdStrike Holdings, Inc.

Microsoft Corporation

Walmart Inc.

One of the blows to the market came from a Citrini Research report claiming that the AI boom could unleash unemployment as high as 10%

A new wave of soft-apocalypse and fears over duties: US indices lost more than 1%

Amazon.com, Inc.

Tesla, Inc.

Ares Management Corporation

KKR & Co. Inc.

Eli Lilly and Company

"You can't bet against Trump, if he wants to impose duties, he'll find a way to do it," the analyst believes

US stocks decline amid Trump's 'confusion' over duties

Hermes International Societe en commandite par actions

NIKE, Inc.

Some limited luxury handbags and sneakers are appreciating faster than stocks in the main U.S. index S&amp;P 500, the platform FashioNica found out. The goods of French brand Hermes, for example, including the world-famous Birkin bags, are particularly quoted. Analysts call luxury goods assets and compare them, for example, to gold.

Handbags vs. AI boom: luxury goods posted better price gains than stocks in the S&amp;P 500

Nasdaq rose at the end of the week for the first time in a month and a half