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Hello Capitalists,
Here is everything you should be watching today:
Sydney Sweeney and American Eagle Outfitters do it again
Kalshi breaks betting records on Super Bowl Weekend
Google just got a 100 year bond out of London
Morgan Stanley sees massive credit exposure risk over SaaS rout
Ferrari roars out of the gate with 2026 guidance
Saylor shrugs off Bitcoin price crash with bold new plan
UK PM fights for survival after DOJ dossier release
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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Sydney Sweeney rings NYSE bell to celebrate American Eagle successes
Actress Sydney Sweeney rang the New York Stock Exchange opening bell [ [link removed] ] on February 9, 2026, alongside American Eagle Outfitters CEO Jay Schottenstein, celebrating her viral 2025 “Sydney Sweeney Has Great Jeans” campaign that sparked backlash, boosted sales, and drew praise from President Trump.
Viral Campaign Backlash : The 2025 ad played on “genes” vs. “jeans” with Sweeney explaining genetics before quipping “My jeans are blue,” prompting criticism for suggestive wordplay and a company defense emphasizing it was solely about denim.
Celebrity Outfit Nod : Sweeney wore jeans and a light blue denim jacket on the trading floor, directly referencing the campaign slogan while also signing a book and appearing on an NYSE billboard for the brand.
Political Endorsement Boost: President Donald Trump posted on Truth Social calling Sweeney a registered Republican with the “HOTTEST” ad, claiming her jeans were “flying off the shelves” in support.
Sweeney’s Magic Market Touch: Major indexes closed higher on the day with the S&P up 0.5% at 6,964.82. The Dow Jones Industrial Average was up 0.04% at 50,135.87 and the Nasdaq Composite up 0.9% at 23,238.67.
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Elon Musk to EXPOSE moon landing secret? [ [link removed] ]
NASA is going back to the moon…and they're trying to wriggle out of a deal with SpaceX to help them get there. Elon Musk is hitting back HARD… and he has the ultimate trump card.
He's been granted full access to NASA's files… Which means he knows everything… including NASA's biggest secret [ [link removed] ]. Of all the conspiracies surrounding the Apollo moon landing missions… THIS [ [link removed] ] may be the most shocking.
They've kept it a secret for decades… But you can finally get the full truth if you
P.S. They want to keep this secret [ [link removed] ] buried… so there's no telling what they'll do to stop this video [ [link removed] ]. Watch it now while it's still available.
Kalshi smashes Super Bowl trading record with $1 Billion
Prediction market platform Kalshi shattered records with over $1 billion in trading [ [link removed] ] volume [ [link removed] ] on Super Bowl Sunday, a staggering 2,700% surge from the previous year, fueled by massive bets on Bad Bunny’s halftime performance and game outcomes amid the Seattle-New England matchup.
Record-shattering volume: With daily trading exceeded $1 billion on Super Bowl Sunday, Kalshi marked its highest single-day total ever.
Halftime frenzy drives bets: Wagers on Bad Bunny’s first song topped $100 million, with additional performer-related contracts surpassing $45 million.
Explosive yearly growth The Super Bowl volume represented a 2,700% increase over the prior year’s event, highlighting rapid platform adoption.
Technical hurdles emerge: High traffic caused delays in user deposits and fund access during the game, though the company assured funds remained secure.
Alphabet Google goes Century Bold with Rare 100-Year Bond out of London
Alphabet is set to issue tech’s first 100-year bond since the dot-com era, [ [link removed] ] a UK Pounds Sterling-denominated ultra-long tranche in a massive debt push fueled by soaring AI infrastructure costs.
Massive Debt Push : Alphabet’s multi-currency bond sale includes a rare 100-year Sterling bond, marking its sterling market debut and the first tech century bond in nearly 30 years.
AI Funding Driver: The ultra-long debt revival stems from tech giants’ huge borrowing needs to finance aggressive AI advancements and related capital expenditures.
Investor Appeal: Primary buyers expected to be UK insurance companies and pension funds, drawn to long-dated Sterling opportunities amid strong demand.
Historical Risks Highlighted: Such bonds carry uncertainties like technological obsolescence or corporate changes, as seen in past cases including J.C. Penney’s bankruptcy decades after issuance.
AI Software rout threatens massive credit market exposure - Morgan Stanley
Fears that advancing AI tools could disrupt the software industry spilled into credit markets Tuesday, with Morgan Stanley warning [ [link removed] ] that the sector’s $235 billion slice of the $1.5 trillion U.S. loan market faces heightened risks from potential defaults and refinancing pressures.
Credit Exposure Massive: Software represents 16% or $235 billion of the $1.5 trillion U.S. loan market, exposing lenders to AI-driven disruption risks.
Low Ratings Dominate: Half of software loans carry B- or lower ratings, with 26% at CCC level, signaling elevated default potential amid sector worries. [ [link removed] ]
Maturity Wall Looms: Roughly 30% of software debt matures by 2028 and 46% within four years, far ahead of the broader market’s schedule.
Near-Term Outlook Stable: Morgan Stanley sees limited systemic disruption soon, expecting loan price volatility but no immediate default surge.
Ferrari stock surges nearly 10% on bullish 2026 outlook
Ferrari shares surged nearly 10% in early New York trading after the luxury supercar maker issued upbeat 2026 guidance, [ [link removed] ] projecting revenue growth to €7.5 billion amid sustained strong demand and an order book stretching to late 2027, even as 2025 deliveries dipped slightly during model transitions.
Solid Demand Persists: Ferrari’s CEO Benedetto Vigna emphasizing disciplined management under the brand’s exclusivity model across all markets.
Revenue Growth Forecast: Company guides for ~€7.5 billion in 2026 revenues (up 5% YoY), slightly below analyst consensus of €7.53 billion but signaling continued expansion.
Profitability Targets Rise: Adjusted EBITDA projected at €2.93 billion (up 5.8%), with a 39% margin (up 20 basis points), driven by premium product mix and higher-margin models.
Key Drivers Highlighted: Growth fueled by enhanced personalization via Tailor Made program, new high-end launches, racing revenue boosts from F1 success and sponsorships.
Saylor shrugs off Bitcoin crash debt doom, plans to refinance “forever”
MicroStrategy CEO Michael Saylor dismissed credit risk concerns Tuesday amid Bitcoin’s sharp tumble below $70,000, boldly declaring the firm will refinance its $8 billion debt rather than sell holdings [ [link removed] ] and continue buying the cryptocurrency every quarter indefinitely.
Bitcoin holdings surge : MicroStrategy owns 714,644 bitcoins valued at roughly $49 billion, cementing its position as the largest corporate holder despite recent price volatility.
Debt load substantial : The company carries over $8 billion in total debt, largely from convertible notes issued to fund Bitcoin purchases, with strong cash reserves covering obligations.
No selling commitment : Saylor firmly rejected any notion of liquidating Bitcoin assets, even in extreme scenarios like a 90% drop over four years.
Long-term accumulation plan : Executives emphasized ongoing quarterly Bitcoin buys “forever,” viewing volatility as inherent and not a deterrent to the strategy.
UK PM fights for survival amid Epstein bombshell fallout
UK Prime Minister Keir Starmer faces mounting calls to resign from his own Labour Party [ [link removed] ] after newly released Jeffrey Epstein files exposed deeper ties between ex-ambassador Peter Mandelson and the disgraced financier, triggering key staff resignations and a political crisis threatening his government.
Mandelson Epstein Links Deepen: Newly released US Justice Department files reveal post-2008 conviction messages and allegations Mandelson shared market-sensitive government information with Epstein during the financial crisis.
Appointment Backlash Escalates: Starmer appointed Mandelson as US ambassador in 2024 despite known Epstein connections, later firing him in 2025 as more details emerged.
Resignations Rock Downing Street: Starmer’s chief of staff and communications director quit amid the scandal, with internal Labour critics including Scottish leader Anas Sarwar demanding the PM step down.
Starmer Vows to Remain: Despite apologies to Epstein’s victims for believing Mandelson’s “lies,” the Prime Minister insists he will not walk away, backed by some Cabinet allies amid market jitters and deep skepticism by British political experts.
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