Ep160: The Hangover After the Hype — February 26th, 2026

A divided Thursday on Wall Street, as the Dow held steady while the S&P 500 and Nasdaq pulled back under the weight of high expectations. Nvidia fell despite strong earnings, triggering broader AI-related volatility, while Salesforce, J.M. Smucker, and Celsius stood out on the upside. Overseas markets were mixed, oil climbed on geopolitical headlines, and Treasury yields dipped as investors recalibrated risk. Gold edged higher, and Bitcoin softened alongside tech. A session defined not by panic, but by the market’s quiet reassessment of what “good enough” really means.