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Market Headlines 👀 

• US YoY headline inflation came in at 3.1%; est: 2.9%.

• Nvidia (NVDA) announces chat with RTX its custom chatbot for customers.

• Instacart (CART) announces a 7% layoff affecting about 250 employees.

• Amazon (AMZN) Amazon Prime will feature a playoff game next year after hitting certain metrics on viewership for Thursday night football games.

Earnings 💸

• Shopify (SHOP)

  • EPS: $0.34 beats (exp. $0.30)

  • Revenue: $2.14b beats (exp. $2.07b)

• Coca-Cola (KO)

  • EPS: $0.49 meets (exp. $0.49)

  • Revenue: $10.8b beats (exp. $10.7b)

• Datadog (DDOG)

  • EPS: $0.44 beats (exp. $0.43)

  • Revenue: $589.6m beats (exp. $569.3m)

• Airbnb (ABNB)

  • EPS: $-0.55 misses (exp. $0.65)

  • Revenue: $2.2b beats (exp. $2.16b)

• Upstart (UPST)

  • EPS: $-0.11 meets (exp. $-0.11)

  • Revenue: $140.31m beats (exp. $134.83m)

• LYFT (LYFT)

  • EPS: $0.17 beats (exp. $0.08)

  • Revenue: $1.22b meets (exp. $1.22b)

• Robinhood (HOOD)

  • EPS: $0.03 beats (exp. $-0.01)

  • Revenue: $471m beats (exp. $457m)

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S&P 500 Heatmap 🔥 

Recap Around the Street 🧠

This affirms that Fed is on hold at least until the summer for first rate cut barring a major banking crisis or collapse in the labor markets. JP serious that Fed intends to maintain real rates higher for longer. Dot plots are in control now, not SOFR. (Contributed by Benjamin Lavine, CIO at Freedom Investment Management (3D)).

Market Preview 🎞️

• Wednesday, February 14th: MBA mortgage applications; ADP employment report; US Federal Reserve meeting

• Wednesday earnings: Twilio (TWLO), Cisco (CSCO), Hubspot (HUBS), and Upwork (UPWK)

• Thursday, February 15th: Weekly jobless claims; Retail sales

• Thursday earnings: Coinbase (COIN), Roku (ROKU), Draftkings (DKNG), The Trade Desk (TTD), Doordash (DASH), John Deere (DE)and Opendoor (OPEN)

• Friday, February 16th: Housing starts; University of Michigan consumer sentiment; Monthly OPEX (options expiration)

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