What I Am Reading
Saturday, February 28, 2026
Markets
- Dow closes more than 500 points lower after hot inflation report, mounting concerns about AI impactCNBC
- AI Gave Investors a Glimpse of the Future This Month. And They Sold Their Stocks.Wall Street Journal
- Nasdaq and S&P just had their worst month since March. Here's how to navigate the shiftCNN
- 10-year yield falls below 4% on stagflation risk following hot producer prices readingCNBC
Commodities
US
AI
- Block lays off nearly half its staff because of AI. Its CEO said most companies will do the sameCNN
- OpenAI strikes deal with Pentagon, hours after rival Anthropic was blacklisted by TrumpCNBC
- Pentagon declares Anthropic a threat to national securityWashington Post
- Trump admin blacklists Anthropic as AI firm refuses Pentagon demands
Corporate Finance
- OpenAI raises $110B in one of the largest private funding rounds in historyTC
- OpenAI clinches $840 billion valuation with mega funding from Amazon, Nvidia, SoftBankReuters
- Netflix ditches deal for Warner Bros. Discovery after Paramount's offer is deemed superiorCNBC
- Why Netflix Actually Won Even Though It Lost Warner DealWall Street Journal
Beyond Markets
US Producer Price Index MoM (January 2026)
- Source:Bureau of Labor StatisticsFeb 27)
France Inflation Rate YoY Preliminary (February 2026)
- Source:INSEEFeb 27)
Germany Inflation Rate YoY Preliminary (February 2026)
- Source:Federal Statistical OfficeDestatis
India GDP Growth Rate YoY
Canada Real GDP (2025)
- Source:Statistics CanadaFebruary 27)