The Best Performing Sectors in the S&P 500
Memory: $MU $WDC $STX
Semis: $TXM $ADI $MPWR
Semi Equipment: $AMAT $LRCX $TER
Networking: $GLW
Power Infrastructure: $PWR $GEV $EME $GNRC
Energy Services: $SLB $BKR $HAL
Aerospace & Defense: $LMT $NOC $HII $TDY
Materials: $CE $DOW $DD $LYB $BG
Healthcare: $MRNA $DVA $VTRS
Cybersecurity: $AKAM
Machinery: $DE $CAT
Oil: $XOM $OXY
Mining: $NEM
Memory: $MU $WDC $STX
Semis: $TXM $ADI $MPWR
Semi Equipment: $AMAT $LRCX $TER
Networking: $GLW
Power Infrastructure: $PWR $GEV $EME $GNRC
Energy Services: $SLB $BKR $HAL
Aerospace & Defense: $LMT $NOC $HII $TDY
Materials: $CE $DOW $DD $LYB $BG
Healthcare: $MRNA $DVA $VTRS
Cybersecurity: $AKAM
Machinery: $DE $CAT
Oil: $XOM $OXY
Mining: $NEM
🇨🇭 Global One SI - Prompt
$ASTS Hits Positive Cash Flow With Just 25 Satellites Current price: $84.43 ATH: $129.89 Down ~35% from ATH This model from Bloomberg Intelligence is so bullish and is only for 25 satellites. The company has stated that 25 satellites is the magic number…
AST SpaceMobile $ASTS to provide a quarterly business update on March 2 at 5 PM ET.
Key focus areas include the BlueBird 7 launch schedule and the 2026 target of 45 to 60 satellites. Management will also discuss the recent $1 billion capital raise.
Key focus areas include the BlueBird 7 launch schedule and the 2026 target of 45 to 60 satellites. Management will also discuss the recent $1 billion capital raise.
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🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
1️⃣ Hermes – #KairosPower
📍 Oak Ridge, Tennessee
• 35 MWth test reactor
• Fluoride salt–cooled high-temp reactor
• Uses TRISO fuel
• NRC construction permit issued in 2023
• First advanced non-light-water reactor under construction in the U.S. in decades
Goal: Demonstrate tech before commercial deployment.
Fun fact: It’s being built near the birthplace of the Manhattan Project.
📍 Oak Ridge, Tennessee
• 35 MWth test reactor
• Fluoride salt–cooled high-temp reactor
• Uses TRISO fuel
• NRC construction permit issued in 2023
• First advanced non-light-water reactor under construction in the U.S. in decades
Goal: Demonstrate tech before commercial deployment.
Fun fact: It’s being built near the birthplace of the Manhattan Project.
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
2️⃣ Hermes 2 – Kairos Power
• Two additional test reactors
• Same 35 MWth design
• Approved in 2024
• Designed to accelerate learning before commercial rollout
• Two additional test reactors
• Same 35 MWth design
• Approved in 2024
• Designed to accelerate learning before commercial rollout
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
3️⃣ MSR-1 – Natura Resources
📍 Abilene Christian University, Texas
• Molten Salt Reactor
• ~1 MWth
• NRC construction permit issued in 2024
• Research + demonstration reactor
Fun fact: This is one of the 1st university-associated advanced reactor builds in modern U.S. history!!
📍 Abilene Christian University, Texas
• Molten Salt Reactor
• ~1 MWth
• NRC construction permit issued in 2024
• Research + demonstration reactor
Fun fact: This is one of the 1st university-associated advanced reactor builds in modern U.S. history!!
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
4️⃣ Aalo-X - #AaloAtomics
📍 Idaho
• 10 MWe modular reactor
• DOE Reactor Pilot Program participant
• Experimental demonstration unit
• Groundbreaking completed
Designed as a factory-manufactured microreactor platform.
Fun fact: The company is targeting first criticality around 2026!!!
📍 Idaho
• 10 MWe modular reactor
• DOE Reactor Pilot Program participant
• Experimental demonstration unit
• Groundbreaking completed
Designed as a factory-manufactured microreactor platform.
Fun fact: The company is targeting first criticality around 2026!!!
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
5️⃣ Natrium – #TerraPower
📍 Kemmerer, Wyoming (at a retiring coal plant site)
• Sodium-cooled fast reactor
• 345 MWe
• Integrated molten salt energy storage
• Non-nuclear construction underway
• Target early 2030s
Fun fact: It can ramp output to 500 MWe using thermal storage.
📍 Kemmerer, Wyoming (at a retiring coal plant site)
• Sodium-cooled fast reactor
• 345 MWe
• Integrated molten salt energy storage
• Non-nuclear construction underway
• Target early 2030s
Fun fact: It can ramp output to 500 MWe using thermal storage.
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
🔄 Palisades Nuclear Plant - #holtecintl
(📍Michigan)
• ~800 MWe PWR
• Shut down in 2022
• Now undergoing refurbishment for potential restart in 2026
This would be the first restart of a fully closed commercial nuclear reactor in U.S. history!!
Fun fact: It’s receiving federal support because policymakers now see nuclear as essential for grid reliability & clean energy goals 🫶
(📍Michigan)
• ~800 MWe PWR
• Shut down in 2022
• Now undergoing refurbishment for potential restart in 2026
This would be the first restart of a fully closed commercial nuclear reactor in U.S. history!!
Fun fact: It’s receiving federal support because policymakers now see nuclear as essential for grid reliability & clean energy goals 🫶
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
🔄 Crane Clean Energy Center - #CEGCleanEnergy
(📍Pennsylvania)
• ~837 MWe PWR
• Closed in 2019
• Restart effort underway to serve growing electricity demand, including data centers
Yes, formerly known as Three Mile Island. Same Unit 1 that operated safely for decades.
One of the most symbolic nuclear comebacks in U.S. history
(📍Pennsylvania)
• ~837 MWe PWR
• Closed in 2019
• Restart effort underway to serve growing electricity demand, including data centers
Yes, formerly known as Three Mile Island. Same Unit 1 that operated safely for decades.
One of the most symbolic nuclear comebacks in U.S. history
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
Bottom line: America is not sitting at zero on nuclear.
Advanced demos under construction. Shut-down plants coming back online. Domestic fuel supply ramping up. Hyperscalers signing massive PPAs.
This is the comeback we’ve been waiting for!!
Advanced nuclear isn’t hypothetical anymore, it’s being built!! 🦺
Advanced demos under construction. Shut-down plants coming back online. Domestic fuel supply ramping up. Hyperscalers signing massive PPAs.
This is the comeback we’ve been waiting for!!
Advanced nuclear isn’t hypothetical anymore, it’s being built!! 🦺
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China isn’t “catching up” anymore, it’s quietly rewriting the rules.
This month alone:
• Chinese scientists slowed quantum chaos into controllable “slow motion.”
• Another team found a pathway for 3,700 km quantum communication, something the field has struggled with for years.
While Western media debates politics,
China is building the future’s physical layer:
qubit by qubit, lab by lab.
The real race isn’t about AI models or tariffs.
It’s about who controls the next era of physics.
And right now, China is moving faster than anyone wants to admit.
This month alone:
• Chinese scientists slowed quantum chaos into controllable “slow motion.”
• Another team found a pathway for 3,700 km quantum communication, something the field has struggled with for years.
While Western media debates politics,
China is building the future’s physical layer:
qubit by qubit, lab by lab.
The real race isn’t about AI models or tariffs.
It’s about who controls the next era of physics.
And right now, China is moving faster than anyone wants to admit.
🇺🇸🇺🇿 #Gold, #uranium, and $100 billion: The United States seizes Uzbekistan's critical resources
Washington has officially formalized its "right" to Central Asian resources by granting itself exclusive access to Uzbekistan's critical resources. The two countries signed an agreement on strategic minerals, Reuters reports.
❗️ This is not simply a statement of intent, but the creation of a "Joint Investment Company," which effectively takes control of the entire chain: from prospecting for deposits to processing gold, uranium, and lithium. Washington no longer hides its view that it sees Uzbekistan as a key platform for ousting China and Russia from strategic raw material supply chains.
⚡️ In Uzbekistan itself, this event is hailed as the greatest achievement, with the voluntary transfer of control of resources to its new Western "guardians." American companies benefit from privileged access to resources needed for American defense and high technology, while Tashkent assumes the role of generous investor. Trump already boasted in November of an "incredible deal," according to which Uzbekistan would inject more than $100 billion into the American economy over a decade. The money will be used to buy American Boeing aircraft, spare parts, and to develop the IT sector in the United States.
Washington has officially formalized its "right" to Central Asian resources by granting itself exclusive access to Uzbekistan's critical resources. The two countries signed an agreement on strategic minerals, Reuters reports.
❗️ This is not simply a statement of intent, but the creation of a "Joint Investment Company," which effectively takes control of the entire chain: from prospecting for deposits to processing gold, uranium, and lithium. Washington no longer hides its view that it sees Uzbekistan as a key platform for ousting China and Russia from strategic raw material supply chains.
⚡️ In Uzbekistan itself, this event is hailed as the greatest achievement, with the voluntary transfer of control of resources to its new Western "guardians." American companies benefit from privileged access to resources needed for American defense and high technology, while Tashkent assumes the role of generous investor. Trump already boasted in November of an "incredible deal," according to which Uzbekistan would inject more than $100 billion into the American economy over a decade. The money will be used to buy American Boeing aircraft, spare parts, and to develop the IT sector in the United States.
Friday, Feb 20 2026, 12:20 UTC time
Latest Important Headlines
📰 📋 US: Growth & Inflation — Economy outpaced forecasts; Q4 growth seen ~3%. Markets eye key U.S. inflation/PCE prints;
📈 ✅ Global Markets: Risk Tone — Global markets steady ahead of US inflation; gold nudges higher then dips as the dollar ticks up; silver poised for first weekly gain in four. 🔖
🇬🇧 🔖 UK: Surprise Strength — Record January budget surplus and stronger‑than‑expected retail sales; PMIs show private sector and services expansion at multi‑month highs. Sterling ticks up; gilt yields fall on upbeat public finance data. 📌
🇪🇺 📌 Europe: PMIs & Yields — Eurozone private sector accelerates in February as manufacturing bounces back; Euro hovers near one‑month low. German producer prices drop more than expected; German Bund, Italian BTP and French OAT yields fall. Eurozone wages growth slowed last year. ✅
🇫🇷 🔖 France & Germany — French private sector largely stagnant with manufacturing slipping into contraction; Germany posts four‑month high in private‑sector growth driven by PMIs. 📋
🇯🇵 📋 Japan — Japanese shares fell as tech and banks weighed on markets; FX and yields watch global data flow. ✅
🇳🇿 ✅ New Zealand — Trade deficit shrinks; RBNZ governor confident inflation will return to target within 12 months. Kiwi approaches a 3‑week low amid risk‑sentiment moves. 🔖
🇦🇺 🔖 Australia — Private‑sector growth set to slow in February; services easing while factory activity expands for a fourth month. AUD set for weekly loss. 📌
🇨🇭 📌 Europe (Broad): Stocks & Sentiment — European stocks rally near records on stronger PMIs; euro and European yields stay lower after data. ✅
Note: Markets remain focused on upcoming US inflation/PCE data which will steer central‑bank views and FX/sovereign yield dynamics.
Latest Important Headlines
📰 📋 US: Growth & Inflation — Economy outpaced forecasts; Q4 growth seen ~3%. Markets eye key U.S. inflation/PCE prints;
Dollar heads for a strong weekly gain while US 10‑yr yield slips on geopolitical risk. Fed president says White House critique of Fed research is really about interest‑rate policy. ✅📈 ✅ Global Markets: Risk Tone — Global markets steady ahead of US inflation; gold nudges higher then dips as the dollar ticks up; silver poised for first weekly gain in four. 🔖
🇬🇧 🔖 UK: Surprise Strength — Record January budget surplus and stronger‑than‑expected retail sales; PMIs show private sector and services expansion at multi‑month highs. Sterling ticks up; gilt yields fall on upbeat public finance data. 📌
🇪🇺 📌 Europe: PMIs & Yields — Eurozone private sector accelerates in February as manufacturing bounces back; Euro hovers near one‑month low. German producer prices drop more than expected; German Bund, Italian BTP and French OAT yields fall. Eurozone wages growth slowed last year. ✅
🇫🇷 🔖 France & Germany — French private sector largely stagnant with manufacturing slipping into contraction; Germany posts four‑month high in private‑sector growth driven by PMIs. 📋
🇯🇵 📋 Japan — Japanese shares fell as tech and banks weighed on markets; FX and yields watch global data flow. ✅
🇳🇿 ✅ New Zealand — Trade deficit shrinks; RBNZ governor confident inflation will return to target within 12 months. Kiwi approaches a 3‑week low amid risk‑sentiment moves. 🔖
🇦🇺 🔖 Australia — Private‑sector growth set to slow in February; services easing while factory activity expands for a fourth month. AUD set for weekly loss. 📌
🇨🇭 📌 Europe (Broad): Stocks & Sentiment — European stocks rally near records on stronger PMIs; euro and European yields stay lower after data. ✅
Note: Markets remain focused on upcoming US inflation/PCE data which will steer central‑bank views and FX/sovereign yield dynamics.
▪️ Core personal consumption expenditure price index (YoY) (Dec)
FACT: 3.0%
FORECAST: 2.9%
PREV.: 2.8%
▪️ Core personal consumption expenditure price index (MoM) (Dec)
FACT: 0.4%
FORECAST: 0.3%
PREV.: 0.2%
▪️ Personal consumption expenditure price index (YoY) (Dec)
FACT: 2.9%
FORECAST: 2.8%
PREV.: 2.8%
▪️ Personal consumption expenditure price index (MoM) (Dec)
FACT: 0.4%
FORECAST: 0.3%
PREV.: 0.2%
▪️ GDP (q/q) (Q4)
FACT: 1.4%
FORECAST: 2.8%
PREV.: 4.4%
▪️ GDP deflator (q/q) (Q4)
FACT: 3.7%
FORECAST: 2.8%
PREV.: 3.7%
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#Silver deficits are piling up.
- Over the past 5 years, the cumulative deficit totals ~800 m oz
- That is equivalent to roughly 1 year of global silver mine supply
- Over the past decade, industrial demand has surged by ~20% to ~67% of total demand
Despite all the paper shorting, the silver market remains in deficit.
- Over the past 5 years, the cumulative deficit totals ~800 m oz
- That is equivalent to roughly 1 year of global silver mine supply
- Over the past decade, industrial demand has surged by ~20% to ~67% of total demand
Despite all the paper shorting, the silver market remains in deficit.
Surging US copper inventories are draining #copper from the rest of the world.
Rising tariff fears have distorted trade flows:
- Higher tariff risk has driven copper premiums sharply higher
- This triggered a surge in COMEX inventories
- In 2025, US copper imports were 2x the 2021–24 average
- Including off-exchange stockpiles, the US now holds ~1 million tonnes of copper
That amount is equivalent to the annual output of the world’s largest copper mine , effectively removed from the global market.
Importantly, this copper is unlikely to flow back out.
With the launch of Project Vault, a critical mineral stockpile that includes copper, the US stockpiles are unlikely to flood the market. This mirrors the Cold War era, when the US held ~10 months of copper demand, vs ~7 months today.
Critical mineral stockpiling adds a new, persistent source of demand to a market that is already structurally tight.
Rising tariff fears have distorted trade flows:
- Higher tariff risk has driven copper premiums sharply higher
- This triggered a surge in COMEX inventories
- In 2025, US copper imports were 2x the 2021–24 average
- Including off-exchange stockpiles, the US now holds ~1 million tonnes of copper
That amount is equivalent to the annual output of the world’s largest copper mine , effectively removed from the global market.
Importantly, this copper is unlikely to flow back out.
With the launch of Project Vault, a critical mineral stockpile that includes copper, the US stockpiles are unlikely to flood the market. This mirrors the Cold War era, when the US held ~10 months of copper demand, vs ~7 months today.
Critical mineral stockpiling adds a new, persistent source of demand to a market that is already structurally tight.