2026년 2월 23일 · Unknown · financial · 출처 Seeking Alpha
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Jonathan Kitchen
Stock index futures slipped on Monday as renewed uncertainty gripped markets following President Donald Trump’s recent tariff announcement.
Now, here are five news stories that broke overnight to watch out for:
THE EU DEMANDS TRADE CLARITY: The European Commission said Sunday that the U.S. must adhere to trade terms reached last year, following a U.S. Supreme Court decision that invalidated earlier global tariffs. The EU warned that unpredictable [https://seekingalpha.com/news/4554960-eu-says-it-wont-accept-increase-in-us-tariffs-a-deal-is-a-deal] tariffs disrupt markets and undermine confidence, demanding “full clarity” from Washington on next steps. EU Trade Commissioner Maros Sefcovic discussed the matter with U.S. Trade Representative Jamieson Greer and Commerce Secretary Howard Lutnick on Saturday.
BURRY QUESTIONS AI BOOM: Famed investor Michael Burry, known for his prescient bets ahead of the subprime mortgage crisis depicted in “The Big Short,” on Saturday ignited [https://seekingalpha.com/news/4554933-burry-sparks-ai-spending-debate-defends-record-as-critics-question-timing]fresh debate over the sustainability of the artificial-intelligence boom. Burry questioned whether tech giants’ massive data center spending can continue without damaging balance sheets and earnings, directing pointed criticism at major technology and industrial names.
CRYPTO FUND OUTFLOWS PERSIST: Investors have withdrawn nearly $3.8B from U.S.-listed spot Bitcoin (BTC-USD [https://seekingalpha.com/symbol/BTC-USD]) ETFs over the past five weeks [https://seekingalpha.com/news/4555011-bitcoin-etfs-see-38b-in-outflows-over-five-week-streak---report], marking the longest streak of outflows since February 2025. About $316M exited the funds last week alone, according to CoinDesk, citing SoSoValue data. BlackRock’s iShares Bitcoin Trust (IBIT [https://seekingalpha.com/symbol/IBIT]) has led the declines, shedding roughly $2.13B during the five-week stretch.
NVIDIA EXPANDS TO CONSUMER PCS: Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) is preparing to return to the consumer PC market, with AI-focused laptop chips expected [https://seekingalpha.com/news/4554935-nvidia-re-enters-pc-market-with-ai-powered-laptop-chips] to debut this year in models from Dell Technologies (DELL [https://seekingalpha.com/symbol/DELL]), Lenovo (LNVGY [https://seekingalpha.com/symbol/LNVGY]) (LNVGF [https://seekingalpha.com/symbol/LNVGF]), and other manufacturers, The Wall Street Journal reported Sunday. While near-term profit contribution is likely modest, analysts view the move as strategically important as the industry shifts toward integrating artificial intelligence directly into devices.
CUSTOMS HALTS TARIFF COLLECTION: U.S. Customs and Border Protection said tariffs imposed under the International Emergency Economic Powers Act will no longer be collected starting Tuesday, after the Supreme Court struck [https://seekingalpha.com/news/4555007-us-to-end-collection-of-ieepa-tariffs-on-feb-24] down the duties on Friday. The agency did not provide information regarding potential IEEPA tariff refunds and said it will issue additional guidance to the trade community through CSMS messages as appropriate.
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* Investors shift from AI darlings to ‘heavy asset’ stocks in search of stability [https://seekingalpha.com/news/4554930-investors-shift-from-ai-darlings-to-heavy-asset-stocks-in-search-of-stability]