Market Analysis

February, 2026

  • 6 February 2026 2:04 am

    Japan’s Election Risks Shake the Yen

    Japan’s upcoming election is sending ripples through global currency markets, with the Japanese Yen taking center stage. Investors are reacting to expectations that the ruling coalition could strengthen its majority, sparking renewed selling of the Yen and shifts in government bond demand.Political Winds Driving Currency MovesRecent opinion polls indicate that …

    Read More »
  • 6 February 2026 1:03 am

    Oil Market Slides as Oman Talks Loom

    Market SnapshotBrent crude: $67.52 (‑2.06%)WTI: $63.20 (‑1.95%)US crude inventories: down 3.5 million barrelsDistillates: down 5.6 million barrelsMarket focus: Friday’s Oman talks and upcoming U.S. employment dataOil Prices Dip as Diplomacy Eases Risk PremiumGlobal oil prices eased on Thursday as traders responded to confirmation that talks between the United States and …

    Read More »
  • 6 February 2026 12:22 am

    Stealing the Spotlight: Why AI Infrastructure Stocks Are the Hidden Winners

    The AI boom is everywhere, but the real winners might not be the flashy software companies everyone talks about. Instead, the infrastructure behind AI—the silent backbone of data centers—is quietly stealing the spotlight. Reliable power, efficient cooling, and seamless maintenance are now essential to keep AI running at full speed.Cooling …

    Read More »
  • 5 February 2026 11:16 pm

    Gold Slides Sharply Amid Dollar Strength and Profit-Taking Dollar Strength Drives Gold Lower

    Gold prices tumbled nearly 2% on Thursday, retreating to $4,880 per ounce as the US Dollar regained strength and investors booked profits. Despite weak US labor data suggesting a softening job market, the Dollar remained resilient, putting pressure on precious metals.Market Sentiment and Central Bank Signals The market’s reaction reflects …

    Read More »
  • 5 February 2026 9:51 pm

    What’s Really Behind BTC’s Recent -8.6% Free Fall On One Day?

    Sudden Market ShockBitcoin has plunged sharply in the last hours, dropping 8.6% to $66,719, marking one of its steepest daily declines in months. The crypto giant’s tumble comes amid a wave of broad selling across digital assets, as institutional sentiment cools and traders react to declining inflows. Investors are now …

    Read More »
  • 5 February 2026 8:46 pm

    AI Stocks Face Reality Check: Sell‑Offs, Winners, and Strategic Risks

    What’s Really Behind$1 Trillion Sell‑Off in Software StocksSince the week began, artificial intelligence–linked stocks have diverged sharply, signaling a transition from hype to scrutiny. After nearly two years of robust gains, markets are now demanding real revenue proof and capital efficiency, differentiating winners from laggards across technology sectors.Global software and …

    Read More »
  • 5 February 2026 7:52 pm

    Sterling Declines Following BoE’s Decision, US Labor Data Fuels Fed Cut Bets

    The British Pound weakened against the US Dollar following the Bank of England’s decision to keep interest rates unchanged at 3.75%. This “dovish hold” came after a split vote of 5–4, indicating the possibility of further easing ahead as inflation is expected to undershoot the target. Despite weak US labor …

    Read More »
  • 5 February 2026 5:21 pm

    BoE’s Bailey Signals Scope for Rate Cuts After Narrow 5–4 Hold Vote

    Bank of England Governor Andrew Bailey struck a cautiously dovish tone on Thursday after the central bank kept interest rates unchanged at 3.75% in a surprisingly close 5–4 vote, signaling that borrowing costs are likely to fall further if economic conditions evolve as expected. Speaking at the post-meeting press conference, …

    Read More »
  • 5 February 2026 4:44 pm

    Bank of England Holds Rates at 3.75%, Split Vote Signals Cuts Ahead

    The Bank of England kept interest rates unchanged at its first policy meeting of the year on Thursday, opting for caution as inflation remains well above target despite growing signs of weakness in the U.K. labor market. The central bank maintained its benchmark Bank Rate at 3.75%, in line with …

    Read More »
  • 5 February 2026 2:46 pm

    Alphabet Beats Earnings Estimates but Massive 2026 Capex Forecast Weighs on Shares

    Alphabet (NASDAQ:GOOGL) topped Wall Street expectations on both earnings and revenue for the fourth quarter of 2025, but its sharply higher-than-expected capital expenditure guidance for 2026 unsettled investors, sending shares lower in premarket U.S. trading on Thursday. The results come at a sensitive time for technology stocks, with the artificial …

    Read More »
  • 5 February 2026 1:36 pm

    European Stocks Mixed as Earnings Take Center Stage Ahead of ECB, BoE Decisions

    European equity markets traded in a mixed fashion on Thursday, as investors weighed overnight weakness on Wall Street against a fresh round of corporate earnings, while looking ahead to key policy decisions from the European Central Bank and the Bank of England later in the day. At 03:05 ET (08:05 …

    Read More »
  • 5 February 2026 12:39 pm

    Bitcoin Slides Toward $70,000 as Thin Liquidity and Tech Stock Rout Hit Risk Assets

    Bitcoin slumped nearly 8% on Thursday, falling toward the $70,000 level as thinning liquidity and a sharp sell-off in global technology stocks renewed pressure on risk assets. The world’s largest cryptocurrency was last down 7.6% at $70,427.1 by 00:28 ET, hovering near its lowest levels since early November 2024 after …

    Read More »
  • 5 February 2026 11:30 am

    Trump, Xi Hold Wide-Ranging Call Ahead of April Visit, With Taiwan and Iran in Focus

    U.S. President Donald Trump said on Wednesday that he held a “long and thorough” phone call with Chinese President Xi Jinping, covering a broad range of geopolitical and economic issues ahead of Trump’s planned visit to China in April. Trump said the discussion touched on Iran, Russia’s war in Ukraine, …

    Read More »