MARKET DAILY

Market 02/12: Fear of AI and AI Replacement

AI Hammers One Sector a Day...

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Key Headlines:

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  • IEA: Sharp Cut to 2026 Oil Demand Growth Forecast

  • Initial Jobless Claims Steady

  • January Existing-Home Sales at 16-Year Low

  • $25B 30-Year Bond Auction a Resounding Success

  • AI Replacement Trade Targets Transport Sector

  • Product Orders: +18% YoY

  • Security Revenue: $35.4M; +32% YoY

  • Apple breaks hard on delay of new Siri features to year-end

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