2026-02-09 02:00 UTC | ⛏️ 935672

₿ $70,322 | 🥇 $4,959

1. Trump nominates Kevin Warsh as Fed Chair
-- President Trump selected Kevin Warsh, former Fed governor, to lead the Federal Reserve amid policy uncertainty.
-- Nomination introduces uncertainty to US monetary policy direction and Fed independence.

2. Big Tech plans $600B AI spending in 2026
-- Amazon, Microsoft, Alphabet, Meta project $600 billion combined on AI infrastructure, up 36% from 2025.
-- Massive capex strains free cash flow, pressures stock valuations amid monetization concerns.

3. Russia launches massive Ukraine energy strikes
-- Russian forces conducted large drone and missile attacks on Ukrainian energy infrastructure overnight February 6-7.
-- Escalation causes emergency outages, heightens winter energy crisis.

4. Bitcoin drops below $70,000 in selloff
-- Bitcoin fell 7.5% last week to under $70,000, down nearly 50% from October peak after 25% recent plunge.
-- Fails as volatility hedge, faces ETF outflows and liquidations amid risk-off sentiment.

5. Anthropic AI agents disrupt software stocks
-- Anthropic's Claude Cowork plugins automate workflows, driving US software index down 7.5%.
-- Signals potential displacement of enterprise software, repricing high valuations.