MARKET DAILY

Market 02/25: Funds Flow Into Tech Ahead of NVDA Earnings

SOTU Delivers No Surprises, SPX Tops 6900 on Short-Cover Rally

Key Headlines:

  • State of the Union: Trump Says Negotiations Underway With Iran

  • BOJ: Dovish Asada and Sato Nominated as Governor Candidates

  • Thrive Capital Invests at Least $1B in OpenAI

  • 30-Year Mortgage Rates Hit 3.5-Year Low

  • FED Maturities $8.3B

  • +15.99M

  • Commerce: $5.0B; +40% YoY

  • Funds Flow Back to Tech, Especially Stocks Feared to Be Disrupted by AI

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