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Hello Capitalists,
Here is everything you should be watching today:
Bessent sees 2026 as a “Blockbuster” as DOW hits 50K, inflation tapers
Crypto’s crash has Venture Capitalists looking else where
Tech’s sell off last week hit the Mag7 hard
Cuba is running short of jet fuel
AA CEO under pressure after meager 2025 profits
Goldman Sachs sees newspaper style decline for software firms
Today’s markets + assets:
🔴 DOW: 50,103 (⬇️ 0.03%)
✅ S&P: 6,969.36 (⬆️ 0.53%)
✅ NASDAQ: 23,260.32 (⬆️ 0.99%)
⚠️🔴CBOE VIX Volatility Index: 17.05 (⬇️ 4.11%)
✅ Gold: $5,080.00 (⬆️ 2.01%)
✅ Silver:$82.31 (⬆️ 7.13%)
🔴 Bitcoin: $70,377 (⬇️ 0.77%)
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Dow smashes 50,000 milestone as “Blockbuster” economy in 2026 beckons
Treasury Secretary Scott Bessent hailed a “blockbuster” 2026 for the US economy [ [link removed] ] [ [link removed] ]Sunday, predicting robust growth, job gains and rising real incomes as inflation cools toward the Fed’s 2% target. His optimism follows the Dow Jones Industrial Average closing above 50,000 for the first time Friday, signaling confidence in President Trump’s policies delivering for Main Street.
Dow milestone achieved : The Dow Jones Industrial Average surpassed 50,000 points for the first time on Friday, with President Trump celebrating the historic high on Truth Social.
Strong growth forecast : Bessent anticipates very strong economic expansion in 2026, fueled by a big cyclical recovery and gains in industrial and small-cap stocks.
"Main Street is about to prosper": Record Wall Street highs indicate upcoming prosperity for everyday Americans, including substantial tax refunds and bigger paychecks from the administration’s agenda.
Inflation trends positive : Cooling inflation is moving toward the Federal Reserve’s 2% goal amid current strong growth, setting the stage for broader economic gains next year.
Sponsored by Health Sciences Institute [ [link removed] ]
Next “Plandemic” is not coming, it's already here [ [link removed] ]
Bill Gates organized an event in Belgium called, “Catastrophic Contagion…” And while many believe it will usher in… The “NEXT PLANDEMIC.”
This ANTI-WOKE doctor is convinced the NEXT PLANDEMIC is already here.
He has undeniable proof this Plandemic will kill 600,000 mostly older Americans this year.
In his chilling video [ [link removed] ], he reveals how COVID was built on lies and how the Next Plandemic has already started.
WATCH HIS WARNING VIDEO HERE WHILE YOU STILL CAN [ [link removed] ]
P.S. This video is hard to watch, but gives critical information on protecting yourself and your loved ones. [ [link removed] ]
Crypto crashes shatter VC dreams, after billions poured in
Plummeting crypto prices have plunged Bitcoin nearly 50% from its October peak and altcoins up to 70% yearly, rattling venture capitalists who poured $18.9 billion into startups [ [link removed] ] in 2025 only to face an industry identity crisis as speculative Web3 bets falter and retail interest vanishes.
VC Pivot Accelerates: Crypto-native funds are shifting to traditional startup fundamentals like product-market fit and monetization, abandoning unproven Web3 categories.
Market Consolidation Hits: Web3 has been deemed largely uninvestable, with investors fleeing NFTs gaming and incremental DeFi while favoring stablecoins, fintech and prediction markets.
Funds Diversify Aggressively: Firms like Mechanism Capital Tangent and Multicoin Capital are expanding into deep tech AI robotics and adjacent sectors beyond pure crypto.
Capital Concentrates Sharply: Nearly one-third of 2025’s $18.9 billion VC funding flowed into just four major deals including Binance and Polymarket.
Big Tech crumbles in $1 Trillion selloff
Big Tech stocks reeled from a bruising week that erased more than $1 trillion in market value, [ [link removed] ] driven by investor fears over massive AI capital spending plans announced by Amazon, Alphabet, Microsoft, and Meta. The “Magnificent 7” suffered their worst weekly drop since April as markets digested soaring 2026 expenditures potentially nearing $700 billion amid the AI boom.
Massive Capex Concerns: Amazon, Alphabet, Microsoft, and Meta reported combined Q4 spending of $120 billion, with 2026 projections far exceeding expectations and rivaling small nations’ GDPs.
Stock Performance Mixed: Oracle surged 9% in recovery attempts while Amazon fell 2%, Alphabet dipped 1%, and Nvidia gained 3% as Big Tech traded unevenly Monday.
Worst Week Since April: The Magnificent 7 posted their steepest decline since tariff-driven turmoil earlier, with broader jitters from AI infrastructure demand overshadowing strong cloud results.
Analyst Perspectives Vary: Experts note potential volatility from high spending but highlight confidence in demand utilization, with some viewing capex as justified by exponential AI growth.
Cuba bans airline refueling amid Trump’s anti-communist oil squeeze
Cuba has halted aviation fuel supplies to international airlines starting Monday [ [link removed] ] due to severe shortages triggered by U.S. President Donald Trump’s tariff threats on nations providing oil to the island, disrupting flights and exacerbating the communist nation’s deepening energy crisis amid tightened American pressure.
Refueling ban imposed : Cuba suspended jet fuel availability for all international carriers at its airports for one month, forcing long-haul flights to seek alternative stops and cutting a key government revenue source.
Trump tariff threats : The U.S. president issued warnings of tariffs on any country supplying oil to Cuba, following an executive order labeling the island a national emergency threat over ties to Russia, China, and Iran.
Broader energy measures : Cuban authorities imposed fuel rationing, closed some tourist sites, shortened school hours, and reduced state worker weeks to four days as the crisis worsens after Venezuela oil flows ended.
International reactions : Russia called Cuba’s fuel situation “truly critical” due to U.S. actions, while Mexico pledged humanitarian aid and diplomatic efforts to resume oil shipments despite pressure.
Pressure mounts on American Airlines CEO as it trails rivals
American Airlines CEO Robert Isom faces mounting criticism from pilots and flight attendants [ [link removed] ] after the carrier posted meager 2025 profits, lagged far behind Delta and United, and struggled with a slow recovery from major winter storms in early 2026. Unions are questioning his leadership while Isom vows a transformative push toward premium offerings in a make-or-break year.
Union leaders challenge: Pilots and flight attendants publicly criticize Isom’s strategy and performance, citing underperformance and lack of clear direction amid rival success.
Profit-sharing disappoints: Employees receive minimal bonuses due to near-breakeven 2025 results, with Isom expressing personal disappointment over the small pool.
Premium shift accelerates: AA is betting on upscale cabins, lounge expansions, and luxury amenities like caviar to drive half of revenue from premium by decade’s end.
Storm recovery criticized: Severe winter disruptions stranded crews and drew union ire, marking the most impactful weather event in Isom’s tenure.
Goldman warns SaaS software rout is just the beginning
Goldman Sachs issued a stark warning Monday that the brutal 2026 sell-off in “Software as a Service” (SaaS) stocks may escalate into a prolonged rout, [ [link removed] ] likening AI’s disruptive threat to the internet’s devastation of newspapers, which saw average 95% share price declines over years. Investors face deep uncertainty over earnings stability amid rapid AI advances hammering firms like Salesforce, Oracle, and ServiceNow.
AI threatens terminal values: Goldman highlights existential risks to software companies’ long-term earnings and valuations from advancing AI agents automating tasks in legal, sales, marketing, and analysis.
Historical disruption parallel: Strategist Ben Snider compares current AI fears to newspaper stocks’ 95% average drop from 2002-2009, noting price stability needs earnings outlook stability.
Sector suffers record lag: Software stocks are underperforming the Nasdaq by the widest margin this century, with no clear buy-the-dip catalysts emerging amid negative news flow.
Specific stocks hammered: Notable declines include 27% drops in Oracle and Salesforce, plus 41% in Figma since its 2025 IPO, with broader pain hitting Workday, SAP, Thomson Reuters, and others.
Monday.com stock plunges 19% on AI fears
Monday.com shares crater 19% after weak 2026 guidance overshadowed strong Q4 results, as investors fret over AI tools potentially disrupting traditional software models [ [link removed] ] like its project management platform.
Guidance disappoints Wall Street: Fiscal 2026 revenue projected at $1.452-1.462 billion (18-19% growth), below analyst expectations of $1.48 billion, with operating margins pressured by FX rates and AI investments.
Strong Q4 beats estimates: Revenue hit $333.9 million (up 25% YoY) and adjusted EPS $1.04, surpassing forecasts, with record high-value customer adds and rapid AI product traction like monday vibe reaching $1M ARR quickly.
AI pivot amid disruption fears: Company accelerates AI-native features including sidekick, vibe, agents, and workflows to boost engagement, while insisting no current impact from external AI competitors.
Broader software sell-off context: monday.com shares down 50% YTD amid sector rout, with software ETF IGV off 22%, fueled by worries that agentic AI could replace SaaS business models.
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