HAPPY FRIDAY TO THE STREET
The burger wars are supersized again.
McDonald’s (MCD) is rolling out the 1,020-calorie Big Arch Burger nationwide, while Burger King (QSR) is upgrading its Whopper for the first time in years. More beef. More cheese. More sauce.
Traffic is soft. Prices are high.
If value won’t bring customers back, maybe volume will.
🟥 | US stocks fell today after a hotter PPI reignited sticky-inflation fears, deepening February’s risk-off mood across tech and cyclicals.
📉 | One Notable Decliner: Duolingo (DUOL) fell after guiding Q1 revenue of $289M and 2026 sales up to $1.221B below estimates.
— Brooks & Cas
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MARKET SNAPSHOT

PREDICTION MARKET SNAPSHOT
The deal is done. Now comes Washington.
After Paramount Skydance (PSKY) topped Netflix (NFLX) with a $31-per-share bid for Warner Bros. Discovery (WBD), the focus shifts from boardrooms to regulators. Paramount is betting big, even dangling a $7 billion breakup fee.
Netflix is out. Antitrust is in.
In media M&A, approval is the real sequel.
Market Movers
AUTODESK, ROCKET LAB, BLOCK
Autodesk (ADSK) gained after delivering a Q4 earnings and revenue beat and issuing full-year guidance above consensus.
Rocket Lab (RKLB) dropped after forecasting a wider-than-expected Q1 adjusted EBITDA loss.
Block (SQ) jumped after announcing significant layoffs while posting Q4 results and Q1 guidance above estimates.
CoreWeave (CRWV) fell after reporting Q4 EBITDA below expectations and issuing weaker-than-expected Q1 revenue guidance.
Mara Holdings (MARA) rose after striking a deal with Starwood Capital Group to convert bitcoin mining sites into AI data centers.
Tomorrow's Trade Idea, Today
AI PROOF AND PRICED TO RUN

Stock Spotlight
Offline Advantage
Bernstein calls TJX an AI-proof retail compounder, citing its experiential, treasure hunt model that is hard to disrupt online.
The company beat earnings and revenue, and management described quarter to date trends as solid.
Bank of America also reiterated its Buy rating and sees pricing power helping margins even in a tariff environment.
Analysts believe TJX can continue outperforming in a volatile market.
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OVERHEARD ON THE STREET
🤖 Trump ordered all federal agencies to immediately cease using Anthropic technology, with a six-month phaseout for some departments.
Kalshi Odds: “Best AI this month?”
🟩 | Claude: 98%
🟥 | Gemini : < 1%
🟥 | ChatGPT : < 1%
🎯 Target (TGT) will require all cereals it sells to be free of certified synthetic colors by the end of May.
📱 Trump Media (DJT) is in talks to spin off Truth Social into a separate public company after its planned TAE merger.
❇️ OpenAI raised $110B at a $730B valuation, with $50B from Amazon, $30B from Nvidia and $30B from SoftBank.
⚖️ In a deposition, Elon Musk criticized OpenAI’s safety record, claiming ChatGPT was linked to suicides while defending xAI’s approach.
THURSDAY’S POLL RESULTS
Are you bullish or bearish on Oracle (ORCL) over the next 12 months?
▇▇▇▇▇ 🐂 Bullish
▇▇▇▇▇ 🐻 Bearish
And, in response, you said:
🐻 Bearish — “Way too much capital spending planned.”
🐻 Bearish — “Scary debt and way too reliant on a friendly political situation. I’m probably wrong because of how irreplaceable they are currently, but not a company I would be thrilled to invest in.”
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