Briefings
Week InReview: February 27, 2026
The S&P 500 is set for a monthly loss after a whirlwind February in which twin fears of a bubble in the AI trade and of the technology's disruptive power drove sharp swings. | Barclays and Atlas SP Partners are among Wall Street firms that helped arrange more than £2b of loans to a UK mortgage-finance company which unraveled amid allegations of financial irregularities. Meantime, a private credit fund overseen by Apollo Global Management cut its dividend and marked down the value of its assets amid signs of strain in parts of its loan book. | Anthropic rejected the Pentagon's latest offer in a dispute over safeguards around the use of its AI technology by the US military. Meanwhile, Jack Dorsey's Block is cutting its workforce by nearly half in a move the financial technology firm is describing as a bet on AI changing the future of labor productivity. | Stock futures slide early Friday as news that Anthropic can't accede to a Defense Department request delivered a fresh blow to tech sentiment. That came after a tech-led slide took the Nasdaq-100 down 1.2% in the regular US session as Nvidia results failed to assuage concerns about artificial intelligence. Treasuries surged, with the 10-year yield testing 4% and hitting the lowest since November. | Oil was little changed after fluctuating on Thursday in response to mixed signals out of US-Iran negotiations. The two countries will continue nuclear talks next week after making “significant progress” in Switzerland, mediator Oman said.
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