DB News & Events

The major averages closed broadly higher for the second day in a row, with tech stocks leading the way as investors look toward a pivotal earnings catalyst. At the center of attention is Nvidia's quarterly earnings report, which dominates market narratives and beta positioning.Looking to commodities, gold was fractionally higher as the "safe haven" asset remains firmly above the $5,000 mark. Oil was fractionally lower though still near its year-to-date high following the release of crude inventory data.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Workdayreportedbut provided a guidance that prompted downgrades and price target cutsLowe'sreportedbut provided a FY26 revenue outlook that missed consensus at its mid-pointHP Inc.reportedand reiterated its FY26 guidance, but pointed toward the lower-endTJXreported, announced plans to raise its quarterly dividend, and announced a new $3B stock repurchase program authorizationDavid Tepperto Whirlpool'sboard over its "unnecessary dilution"2. WALL STREET CALLS:OppenheimerOracleto Outperform after pullbackUBSIBMto Neutral on more balanced risk/rewardFox Corp.to Underperform from Buy at BofA on risk from upcoming NFL renewalMolson Coorsto Underperform at BofAWorkdayat TD Cowen and Evercore ISI after earnings3. AROUND THE WEB:Symbioticshares were rising after Semafor reported that the Department of Commerce is hosting American robot manufacturers for a roundtable on March 10Googlewill test changes to search results as an EU fine looms, Reuters reportsCoreWeaveis seeking an $8.5B loan from banks, backed by a contract Metasigned last year to pay CoreWeave up to $14.2B for its services, and a separate agreement valued at more than $5B, Bloomberg reportsDeutsche Bankand General Dynamicsare looking to AI to bolster trading surveillance and track potential misconduct, Bloomberg saysAfter Blue Owlannounced it was selling $1.4B in loans to give money back to investors in certain funds and ending quarterly redemptions in one of its funds, the firm's shares and those of other private-credit lenders slid, WSJ says4. MOVERS:Acadia Healthcareincreases afterand providing guidance for FY26CCC Intelligentgains afterand providing guidance for Q1 and FY26Clear Secureand Evolent Healthhigher in New York afterIntuitive Machinesfalls after announcing a $175MAllotlower in New York afterand providing guidance for FY265. EARNINGS/GUIDANCE:Centuriand provided guidance for FY26Newmark, with EPS beating consensusOddityand gave an outlook that prompted a downgrade of its shares at JefferiesValens Semiconductorand provided guidance for Q1 and FY26Hayward, with CEO Kevin Holleran commenting, "Hayward delivered a strong fourth quarter, outperforming expectations and building on our momentum"INDEXES:The Dow rose 307.65, or 0.63%, to 49,482.15, the Nasdaq gained 288.40, or 1.26%, to 23,152.08, and the S&P 500 advanced 56.06, or 0.81%, to 6,946.13.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.VERCEPT ACQUISITION:Anthropic announced, "People are using Claude for increasingly complex work-writing and running code across entire repositories, synthesizing research from dozens of sources, and managing workflows that span multiple tools and teams. Computer use enables Claude to do all of that inside live applications, the way a person at a keyboard would. That means Claude can take on multi-step tasks in live applications, and solve problems impossible with code alone. Today, we're announcing that Anthropic has acquired Vercept to help us push those capabilities further. Vercept was built around a clear thesis: making AI genuinely useful for completing complex tasks requires solving hard perception and interaction problems. The Vercept team-including co-founders Kiana Ehsani, Luca Weihs, and Ross Girshick-have spent years thinking carefully about how AI systems can see and act within the same software humans use every day. That expertise maps directly onto some of the hardest problems we're working on at Anthropic. Vercept will wind down its external product in the coming weeks and join Anthropic in pushing the frontiers of computer use. This acquisition follows the recent launch of Claude Sonnet 4.6, which shows a major improvement in computer use skills: on OSWorld, a widely-used evaluation for AI computer use, our Sonnet models went from under 15% in late 2024, when we first released computer use, to 72.5% today. Sonnet 4.6 is now approaching human-level performance on tasks like navigating complex spreadsheets and completing web forms across browser tabs. Vercept is the latest team we've brought into Anthropic, following the acquisition of Bun. We look for teams whose technical ambitions match ours, whose work advances our capabilities, and whose approach to building AI is grounded in the same principles of safety and rigor that guide everything we do."AI SAFEGUARDS:The DoD told Anthropic it will invoke the Defense Production Act or label Anthropic a "supply chain risk," if not given unfettered Claude access by Friday, Dave Lawler and Mari Curi of Axios.PUBLIC LISTING:VoltaGrid, a startup that offers tech companies a shortcut to the energy needed to run AI systems, is exploring ways to raise billions of dollars to sustain its growth, Bloomberg's Dawn Lim, Brody Ford, and Ryan Gould. The maker of gas-powered microgrids for rapid data-center deployments is weighing an initial public offering and also has engaged with private equity firms about a potential sale, according to people familiar with the matter. Blackstone, and BlackRockare among firms that have discussed buying or investing in VoltaGrid, said the people. A potential deal could value the company at more than $10B, one of the people said.SEEKING LOAN:CoreWeaveis seeking an $8.5B loan from banks, backed by a contract Metasigned last year to pay CoreWeave up to $14.2B for its services, and a separate agreement valued at more than $5B, Bloomberg's Bailey Lipschultz and Paula Seligson. The loan is expected to close in March and would be supported by Meta's blue-chip profile, which is expected to result in an investment-grade rating and lower borrowing costs for CoreWeave, according to people familiar with the matter.AI TO TRACK MISCONDUCT:Deutsche Bankand General Dynamicsare looking to AI to bolster trading surveillance and track potential misconduct, William Shaw of Bloomberg. The lender is working with GoogleCloud to develop a model that will spot anomalies in orders, trader, and market moves, Reuters adds, citing Bernd Leukert, head of technology, data and innovation at Deutsche Bank.

The major averages were broadly higher for the second day in a row, with tech stocks leading the way as markets trade with a cautiously optimistic tone mid-week and investors position ahead of a pivotal earnings catalyst. At the center of attention is Nvidia's quarterly earnings report, which dominates market narratives and beta positioning. Nvidia's stock edged up in morning trading as investors look for strong data-center revenue growth and robust AI demand.Looking to commodities, gold was fractionally higher as the "safe haven" asset remains firmly above the $5,000 mark. Oil was fractionally lower though still near its year-to-date high following the release of crude inventory data.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Workdayreportedbut provided a guidance that prompted downgrades and price target cutsLowe'sreportedbut provided a FY26 revenue outlook that missed consensus at its mid-pointHP Inc.reportedand reiterated its FY26 guidance, but pointed toward the lower-endTJXreported, announced plans to raise its quarterly dividend, and announced a new $3B stock repurchase program authorizationto Whirlpool'sboard over its "unnecessary dilution"2. WALL STREET CALLS:OppenheimerOracleto Outperform after pullbackUBSIBMto Neutral on more balanced risk/rewardFox Corp.to Underperform from Buy at BofA on risk from upcoming NFL renewalMolson Coorsto Underperform at BofAWorkdayat TD Cowen and Evercore ISI after earnings3. AROUND THE WEB:CoreWeaveis seeking an $8.5B loan from banks, backed by a contract Metasigned last year to pay CoreWeave up to $14.2B for its services, and a separate agreement valued at more than $5B, Bloomberg reportsDeutsche Bankand General Dynamicsare looking to AI to bolster trading surveillance and track potential misconduct, Bloomberg saysMichael Weaver, the chief communications officer of Wynn Resorts, said in an email Tuesday that the company learned that "an unauthorized third party acquired certain employee data," and that the company launched an investigation and brought in external cybersecurity experts, Reuters reportsNewmontplans to invest approximately $800M in Argentina's Cerro Negro mine, the country's Economy Minister, Luis Caputo, said, Reuters saysAfter Blue Owlannounced it was selling $1.4B in loans to give money back to investors in certain funds and ending quarterly redemptions in one of its funds, the firm's shares and those of other private-credit lenders slid, WSJ says4. MOVERS:Acadia Healthcareincreases afterand providing guidance for FY26CCC Intelligentgains afterand providing guidance for Q1 and FY26Clear Secureand Evolent Healthhigher in New York afterIntuitive Machinesfalls after announcing aby investorsAllotlower in New York afterand providing guidance for FY265. EARNINGS/GUIDANCE:Centuriand provided guidance for FY26Newmark, with EPS beating consensusOddityand gave an outlook that prompted a downgrade of its shares at JefferiesValens Semiconductorand provided guidance for Q1 and FY26Hayward, with CEO Kevin Holleran commenting, "Hayward delivered a strong fourth quarter, outperforming expectations and building on our momentum"INDEXES:Near midday, the Dow was up 0.52%, or 256.27, to 49,430.77, the Nasdaq was up 1.09%, or 248.57, to 23,112.25, and the S&P 500 was up 0.70%, or 48.25, to 6,938.32.

Deutsche Bank (DB) and General Dynamics (GS) are looking to AI to bolster trading surveillance and track potential misconduct, William Shaw of Bloomberg reports. The lender is working with Google (GOOGL) Cloud to develop a model that will spot anomalies in orders, trader, and market moves, Reuters adds, citing Bernd Leukert, head of technology, data and innovation at Deutsche Bank.