One AI infrastructure darling just reminded everyone that growth is not the same as guidance. One fintech name ripped after cutting deep and blaming automation. And one old-school hardware player showed up with a quarter that screams AI demand is still real. We’ll show you where to wait, where to nibble, and where to take profits fast.
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Futures at a Glance📈
Futures are slipping again after a rough tech session, with chip and software names back in the penalty box despite recent big earnings headlines. Traders are now bracing for Friday’s producer inflation read, with tariff and Iran worries still hanging around like background noise.
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What to Watch
Earnings (Premarket):
• Pearson Plc [PSO]
• Frontline Plc [FRO]
• Globalstar, Inc. [GSAT]
• BrightSpring Health Services, Inc. [BTSG]
Earnings (Aftermarket):
• Enel Chile S.A. [ENIC]
Earnings (Time Not Supplied):
• Berkshire Hathaway Inc. [BRK.A & BRK.B]
• Chart Industries, Inc. [GTLS]
• TXNM Energy, Inc. [TXNM]
• Telecom Argentina Stet - France Telecom S.A. [TEO]
Economic Reports:
• Producer price index (delayed report) (Jan): 8:30 am
• Core PPI (Jan): 8:30 am
• PPI year over year: 8:30 am
• Core PPI year over year: 8:30 am
• Chicago Business Barometer (PMI) (Feb): 9:45 am
• Construction spending: 10:00 am
AI Infrastructure
CoreWeave Grows Fast, Guides Soft, And The Stock Throws A Mini Fit
CoreWeave Inc [CRWV] just posted big growth, but the stock still slipped after hours because the next-quarter outlook did not wow the crowd. This is the fun part of being an AI darling: you can beat the quarter and still get grounded for not sounding excited enough about the next one.
The simple story is that demand is real, but building this stuff is messy. Chips are tight, data centers take time, and customers want everything yesterday. CoreWeave is choosing speed over looking pretty on the margin line, and the market is basically saying okay, but do not make it a habit.
If you are trying to trade it, this is the classic setup where the first move is emotional and the second move is the real one. After-hours drops often get tested at the open, then you find out whether buyers actually believe the long-term story or just liked the hype.
My Take For You: Let the reaction settle before you buy. If it stabilizes, start small and add only if it holds.
My Verdict: Watch-list. Great theme, but entries matter when guidance disappoints.
Fintech
Block Cuts Deep, Blames AI, And Wall Street Claps Anyway
Block Inc [XYZ] ripped after hours after a huge staff cut that management tied to AI and automation. The market heard lower costs and immediately did a happy dance, because nothing gets a quick rally like a company saying it found a bigger shredder.
This is the awkward part: investors love efficiency, but employees and customers do not buy products from spreadsheets. A cut this big can work if it removes bloat and keeps the engine running. It can also backfire if it cuts into the muscle and slows innovation later.
For you, the key is not debating the philosophy. It is trading the reality. Stocks can pop hard on cost-cut news, then cool off when people ask the obvious follow-up questions about growth, execution, and what gets worse when teams get smaller.
My Take For You: Treat the jump like a trade, not a marriage. Small size, take partial profits on strength, and do not chase if it sprints.
My Verdict: Momentum-friendly, but headline-driven. Keep it nimble and manage risk.
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Hardware and AI Servers
Dell Drops A Monster Quarter, and the Stock Wakes Up Smiling
Dell Technologies Inc [DELL] jumped after hours on a blockbuster quarter, powered by strong demand for AI servers. This is one of those reports that makes the story easy to explain at dinner: companies are buying the big machines, and Dell is selling a lot of them.
The market also loved the backlog talk, because it signals the party is not just one night. When orders stack up, investors start to believe the next few quarters might have real momentum instead of hope and vibes. That is how you get a clean after-hours pop.
Still, do not forget how these moves usually go. A big jump can attract profit-takers at the open, especially after a strong run. The best entries often show up after the first rush, when the stock stops jumping around and picks a direction.
My Take For You: Do not chase the first spike. If it holds gains after the open, start small and add on a calm pullback.
My Verdict: Bullish. This is a clean AI hardware winner, but buy it like a grown-up, not like a lottery ticket.
Movers and Shakers
Applied Optoelectronics Inc [AAOI]: Premarket Move: +20%
Applied Optoelectronics is flying after an analyst upgrade and more optimism around faster data gear demand.
The stock has already had a monster year, so today feels like the market saying keep the party going, but the floor is getting crowded.
My Take: Do not chase the pop. If it holds gains after the open, start small, and if it fades, wait for a calmer entry.
Netflix Inc [NFLX]: Premarket Move: +9%
Netflix is bouncing after it basically said thanks but no thanks to paying up in the Warner Bros Discovery bidding mess.
Investors tend to like discipline, especially when everyone else is shopping like it is a clearance sale with someone else’s credit card.
My Take: Ride the bounce, but keep it simple. Small add on dips, take profits on strong days, and do not chase if it sprints.
Duolingo Inc [DUOL]: Premarket Move: -22%
Duolingo is getting smoked after a downgrade tied to slower user growth.
When a growth stock starts growing more slowly, the market reacts as if you just told it the party is over at 9.
My Take: Let it settle and see if it can find a floor. If it stabilizes later, you can nibble, but if it keeps sliding, step aside.
Beverage Industry (Sponsored)
They’ve printed trillions.
While investors pile into ETFs, real metal is quietly moving overseas.
If March 31st exposes how tight supply really is…
Gold stocks could reprice fast.
One tiny company is positioned to benefit first.
Everything Else
Warner Bros Discovery is pitching its Paramount and Skydance tie-up as a better Netflix rival, basically saying bigger bundle, better fight.
Anthropic is digging in on its Pentagon dispute, turning AI innovation into a side quest of government headaches.
The FAA briefly shut airspace near Fort Hancock, Texas after reports of accidental laser use, because someone aimed a gadget at the wrong sky.
Nintendo is reportedly teeing up a big share sale through local banks, which feels like a quiet power-up move.
Coupang’s Q4 revenue missed expectations, reminding everyone that e-commerce is still a margins marathon
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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