Futures Wobble After AI Bloodbath As Brent Hits $114, France Braces For Moody's

Nvidia Slides Despite Blowout Earnings Amid Concerns About Margin Weakness And Future Spending In our preview of NVDA earnings we said that "Nvidia will beat FQ2 (July) revenue estimates by approximately $3-4 billion, with revenue potentially reaching $94-95 bn. The stock, however, will not respond to the beat.... recall revenue guidance has beaten Street consensus by an average of 4% over the past four quarters, while the stock has traded down 3%/5% on average over the subsequent 7/30 days." And boy were we right: despite blowout beats on the top and...

Uranium Supply Crunch Worsens Amid Kazakhstan’s Plan For Strategic Reserve Drawing further attention to the global uranium supply-demand mismatch that we've been pounding the table on since 2020, Kazakhstan has outlined plans to accelerate exploration and create a strategic reserve for the nuclear fuel.  We've repeatedly emphasized that the US is not moving fast enough if it hopes to secure fuel for its reactor fleet… US Is Rapidly Expanding Its Nuclear Supply Chain: It's Not Nearly Fast Enough https://t.co/gly9hVAKnr — zerohedge (@zerohedge) February 19, 2026 More countries are likely to announce strategic uranium reserves...