February 8, 2026 | Read Online​

🫨 The Big Market Shift

Inside: Important Market Signals

👋 Happy Sunday!

Over the past week, the Dow Jones crossed 50,000 points for the first time ever, major cryptos took a nosedive, and Anthropic pulled ahead in the AI race.
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What we've got in this edition:

• 🚨 Market Radar Highlights.
• 💬 AI News. Anthropic released Claude Opus 4.6 with new features.
• 🔎 Smart Money Tracking. The most important market signals right now.

🔥 SpaceX and xAI merge. The combined company is worth $1.25 trillion and the merger sets a new record for the largest M&A deal in history.

🛰️ (Related) Data centers in space. This is the goal of the newly merged company (will it be called "SpaceAI" now??). Many people believe launching data centers into orbit is too complicated and impractical, but you'll never know unless you try (in this case, "you" is Elon Musk).

🚀 Perplexity launches Model Council. The new feature runs a user's query across three frontier AI models simultaneously (such as Claude Opus 4.5, GPT-5.2, and Gemini 3 Pro) then uses a synthesizer model to review all three outputs.

📈 The 14 stocks to buy based on market themes. Market analysis provided by the big brains at Morgan Stanley.

🚨 January layoffs hit worst level since 2009. American companies announced over 108K job cuts in January 2026.

EARNINGS

Companies Reporting Earnings, Week of February 8th, 2026:

🤖 Anthropic Releases Claude Opus 4.6

According to this CNBC article, Claude Opus 4.6 now holds the top spot on the Finance Agent benchmark.

What does that mean?

It means that Claude now excels at financial analyst tasks compared to other leading AI models.

Because of this exciting development, we've decided to change it up this week.

Instead of sending out an AI prompt, we've included a link to a video that talks about all the new features included in the model. Enjoy!

📡 Market Signals Worth Paying Attention To

1) Rotation Out of Speculative Tech & Crypto

🛜 Signal: Heavy selling pressure from the big boys (institutional traders) earlier in the week drove software and high-beta crypto names lower; Bitcoin ETFs saw outflows.

💡 Actionable Insight: Keep your eyes peeled for where the money flows next.

Hint: quality stock sectors (e.g., large industrials, commodity producers, defensive plays like healthcare and utilities)

2) Value Stocks & Cyclicals Are Getting Steamy

🛜 Signal: The Dow Jones crossed 50,000 points for the first time ever; rise comes from buying in industrials, financials, and AI hardware.

​Here's a list of the 30 stocks that are part of the Dow Jones market index.

💡 Actionable Insight: Monitor money flows into factor ETFs, specifically Quality and Value Factor ETFs, and adjust your portfolio.

(WTF are factor ETFs? Also known as "smart beta" ETFs, they're basically designed to track indexes based on specific characteristics. Quality factor targets companies with strong earnings and low debt; Value factor targets companies with low prices relative to fundamentals).

3) Macro Data Catalyst

🛜 Signal: The markets (stocks, bonds, prediction) are currently pricing in Fed pauses on rate cuts. But macro prints like jobs and inflation data will still trigger money flows.

💡 Actionable Insight: Set alerts around economic releases and then compare flow changes before vs after (by 'flow change' we mean money going into stocks or bonds). Use this insight as a guide for predicting future outcomes (not financial advice btw).

Whenever you're ready to take the next step

• Check out our Top 20 Investment Research Tools​

• Get better at investing with our Top 10 Stock Analysis AI Prompts​

• We're building a free paper trading tool you can use to practice investing with virtual money. Join the waitlist for early access.

😎 Vibe Check

Thoughts on this week's newsletter?

​ 🤑🤑🤑 Keep 'Em Coming, Big Boy ​

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​ 🤑🤑 Not Great, Not Terrible ​

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​ 🤑 Weak Sauce ​
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As always, thanks for reading and stay tuned for next week's edition!

Tech Fizz Team, signing off 🫡

DISCLAIMER: The content in this newsletter is not financial advice; it is for educational and informational purposes only. Stocks can be risky and speculative. Please do your own research before investing.