‘Shared Values’ discussed in Munich; RAM Concerns Tech Investors | The Opening Trade 2/16/2026
Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values.
The double-edged message offered some reassurance to allied leaders gathered at the Munich Security Conference but did little to temper their push for more independence from Washington. Plus, A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers — and the crunch is only going to get worse.
Chapters:
00:00:00 – The Opening Trade – 2/16/2026
00:00:26 – Market Check
00:01:13 – Tame US CPI
00:03:30 – Japan Economy Anemic Growth
00:04:56 – Munich Security Conference Takeaways
00:10:17 – AI Risk In Focus
00:24:54 – Week Ahead
00:26:26 – Intermediate Capital Group’s Nicholas Brooks
00:36:54 – Sec. Rubio: Both Ukraine, Russia Suffering Tremendous Damage
00:40:27 – Markets in 3 Minutes
00:43:32 – Stocks to Watch
00:47:14 – The Market Open
00:50:36 – JPMorgan Chase Bank’s Nataliia Lipikhina
01:00:25 – Early Morning Movers
01:06:44 – Rampant AI Memory Demand Fueling Chip Crisis
01:15:00 – EM Stocks and Currencies Start 2026 Strong
01:28:48 – German Defense Minister Reacts to Rubio’s Speech
——–
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@CarolMoore-d3l
March 26, 2026 at 7:47 am
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@altariusETI
March 26, 2026 at 7:47 am
Interesting framing around the idea of a “doom loop” in AI linked equities.
From a market structure perspective, do you see this dynamic reflecting positioning concentration and passive flows, or a reassessment of earnings expectations across the sector?
@비비RSB
March 26, 2026 at 7:47 am
Major Wall Street institutions predict that the S&P 500, the leading U.S. stock index, will record double-digit gains for the fourth consecutive year. According to a Reuters survey, Goldman Sachs, JP Morgan, Morgan Stanley, and others forecast that the S&P 500 will reach an average of 7,490 by the end of the year, a 12% increase from the end of last year.
@비비RSB
March 26, 2026 at 7:47 am
Wall Street bets on US stock market optimism: "S&P 500 will rise by double digits this year."
@JuperneleNgoma
March 26, 2026 at 7:47 am
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@JuperneleNgoma
March 26, 2026 at 7:47 am
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@JuperneleNgoma
March 26, 2026 at 7:47 am
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@JuperneleNgoma
March 26, 2026 at 7:47 am
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@JuperneleNgoma
March 26, 2026 at 7:47 am
Bonjour
@JuperneleNgoma
March 26, 2026 at 7:47 am
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@JuperneleNgoma
March 26, 2026 at 7:47 am
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@2023gainer
March 26, 2026 at 7:47 am
DVLT Datavault AI rising 8 % Fri. Now 74 Institutional Investors holding over 37 million shares up from 6 million shares in Dec. POET AI Tech Dip, Photonics AI Tech for Data Centers Cooling. RZLV AI Rezolve AI up Fri .800 % revenue growth estimate for 2026. QS Batteries Dip. RIME Trucking AI Logistics Tech, more.
@sender5804
March 26, 2026 at 7:47 am
how is Korea an emerging market? its a developed economy
@AdnanaliMagan2025
March 26, 2026 at 7:47 am
Well actually but am president of the USA so should try to think what is right for you to be a good so totally corruption it doesn't operate that system is not a good
@AIMInvestorJournal
March 26, 2026 at 7:47 am
A Goldilocks Market (or economy) describes a "just right" economic scenario: moderate economic growth, low inflation, and stable, low interest rates creating an ideal environment for business investment and rising stock prices. Not sure we are there yet!
@DAVE-THA-PLUMBER
March 26, 2026 at 7:47 am
BTFD!!!!
@AdnanaliMagan2025
March 26, 2026 at 7:47 am
Well actually but you can open the shopping centre and supper market to be a good so you can open the hotel and restaurant inoder to drink a coffee and vegetables and chicken and eggs and some things else which I can't conclude in this short time that is good so you can open the stores inoder to pay the suger and floor and oils for it to you and your future that is good so you should buy the clothes to be a good so you can buy the iPhone for it to you and your future that is good so you can buy the lordcars for you to be a good so you can buy the car in your future that is good so you can buy the electric viecle for you to be a good so you can pay the storms in your life with you and your future that is good so you can pay the telecommunications costs for you to be a good so you can buy the jewellery in your future that is good so you can buy the sports stuff for you to be a good so you can buy the stake on it for you to be a good so you can go to the farmers inoder to get a maise and rice and vegetables and chicken and eggs and some things else which I can't conclude in this short time that is good so we have to look after the animals because we get many useful from it such as butter and milk and leather and meat and other thing which I can't conclude in this short time that is good so get healthy and get back to the work and your future that is good
@nikilu-y2m
March 26, 2026 at 7:47 am
morning
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