Market Brief – 25 Feb 2026

In today’s episode of Market Brief – After Hours, global equities extend their rally as AI optimism powers a synchronized surge across the Nasdaq, S&P 500 and Dow. Investors rotate decisively back into large-cap technology, with semiconductor and software names leading gains as fears of an AI bubble unwind.European markets rise after confirmation of a 10% US tariff, lower than the previously feared rate, while Eurozone inflation cools to a multi-month low. In Asia, record highs across Japan, South Korea and Taiwan underscore the strength of the semiconductor trade, with chipmakers driving momentum throughout the region.We also break down key Forex technical levels in EUR/USD, GBP/USD, AUD/USD and USD/JPY, highlighting moving averages defining trend structure. Commodities remain mixed with Gold consolidating, Silver outperforming and oil constrained by a sharp US inventory build. Plus, major stock movers including Coinbase’s platform expansion, Clear Secure’s earnings surge, Cava’s strong guidance, and sharp reactions to AI-related outlook commentary. Hosted on Acast. See acast.com/privacy for more information.