Presumably because the New York Times reports on the Pentagon's war plans against China, which Musk was apparently briefed on at the Pentagon today.

In a military conflict between the two economic powers USA and China, the first "Line of Contact" would be a digital one: cyber attacks.

And even if only hypothetical scenarios are reported, this will probably already lead to an intensification of the constant mutual cyber attacks. Information is key.

• Cyberark $CYBR (-1,19 %)
• Palantir Tech $PLTR (-1,99 %)
• Check Point Software Technologies $CHKP (-1,87 %)
• Crowdstrike $CRWD (-1,32 %)
• VeriSign $VRSN (-0,47 %)
• Zscaler $ZS (-1,9 %)
• Okta $OKTA (-2,1 %)
• Cloudflare $NET (-1,01 %)
• Fortinet $FTNT (-1,36 %)
• Cisco Systems $CSCO (+0 %)
• Palo Alto Networks $PANW (-2,21 %)
• Akamai Technologies $AKAM (+0,62 %)
• BlackBerry $BB (-12,9 %)
• NetScout Systems $NTCT (+0,51 %)
• CommVault Systems $CVLT (+1,32 %)

Sources:

• The Pentagon set up a briefing for Musk on plans for a potential war with China.
• NYTimes Liveblog: Trump Administration Live Updates: Trump Rejects Idea of Letting Musk See Secret Plans for War With China

#newyorktimes
#china
#usa
#trump
#pentagon
#elonmusk

I would like to know who still has shares at the moment that, contrary to the current market sentiment, still give them real pleasure.

Like many others, I'm almost exclusively in the red today and February wasn't a great month either. That's why I thought it would be a good idea to focus on something positive instead of always focusing on what's going wrong. True to the motto: Don't worry be happy.

So this week and for half a year now, I've been in a really good mood $OKTA (-2,1 %) really good mood and is really the lone mood cannon in the depot at the moment 🙂

Bitcoin's strength fizzles out in 24 hours + Many US stocks hit annual lows + Tesla's sales in Scandinavia slump + Okta exceeds expectations + JPMorgan puts RWE on 'Positive Catalyst Watch'

Bitcoin $BTC (-2,29 %)strength completely sold off again

• Bitcoin is losing value again after a strong rise on Sunday and is trading at almost 86,000 US dollars on Bitstamp.
• Market analyst Timo Emden from Emden Research describes the price rise as a "flash in the pan", as the initial euphoria following Trump's comments on cryptocurrencies has given way to a more sober view.

Many US equities at annual lows

• Microsoft Corp. $MSFT (-2,35 %)falls to a new low for the year, currently down -2.62% to $386.57. The year-to-date performance is -8.30 %.
• T. Rowe Price Group Inc. $TROW (+1,08 %)falls to a new low for the year, currently -1.97 % at $103.62. The year-to-date performance is -8.41 %.
• Occidental Petroleum Corp. $OXY (-1,65 %)falls to a new low for the year, currently -5.98 % to $ 45.92. The year-to-date performance is -7.04 %.
• Target Corp. $TGT (-3,75 %)reaches new 52-week low, currently -3.26 % at $120.19.
• Copart Inc. $CPRT (-0,22 %)falls to a new low for the year, currently -0.64 % to $ 54.42. The year-to-date performance is -5.04 %.

Tesla's $TSLA (+0,75 %)sales in Scandinavia collapse

• Tesla's sales in Scandinavia recorded a significant decline in February compared to the same period last year.
• The electric car manufacturer's market share is shrinking, while customer brand loyalty is being severely tested by CEO Elon Musk's political involvement in the Trump administration.
• In recent years, Tesla's vehicles have dominated the sales charts in Norway, Sweden and Denmark.
• But the tide has turned in 2024: According to the latest registration data from Monday, Tesla (NASDAQ:TSLA) is now falling behind competitors such as Volkswagen and Toyota, which are scoring points with new models.
• The figures speak for themselves: in Sweden, only 613 new Tesla vehicles were registered in February - a drop of 42% compared to the previous year.
• The situation is even more drastic in Norway and Denmark, where registrations fell by 48% to 917 and 509 vehicles respectively.
• This trend is particularly notable as the general demand for cars, especially electric vehicles, continues to grow in these countries.

Okta $OKTA (-2,1 %)exceeds expectations

• Okta Inc. fourth quarter earnings per share of $0.78 beat analyst estimates of $0.74.
• Revenue of USD 682 million exceeds expectations of USD 668.91 million.

JPMorgan places RWE $RWE (-0,51 %)on 'Positive Catalyst Watch'

• The US bank JPMorgan has placed RWE shares on its "Positive Catalyst Watch".
• According to analyst Javier Garrido's commentary published on Tuesday, he expects the Essen-based company to provide encouraging news on the use of capital with the publication of its annual results.
• He sees scope for further investment cuts of EUR 3 to 5 billion, which could open the door to further share buybacks in the future.
• Garrido's fundamental rating remains "Overweight" with a price target of 47.50 euros.

Tuesday: Stock market dates, economic data, quarterly figures

• Quarterly figures / company dates USA / Asia
• 18:00 Warner Music AGM
• No time specified: Target | Best Buy quarterly figures

• Quarterly figures / Company dates Europe
• 06:45 Kuehne & Nagel Annual results
• 07:00 Bilfinger | Lindt & Sprüngli Annual results
• 07:30 Continental | Fielmann Annual results
• 09:00 Continental BI-PK
• 10:00 Bilfinger BI-PK
• 12:30 Continental Analyst Conference
• 18:00 Freenet preliminary annual results
• Without time information: Bawag Group | VAT | Thales | Prada Annual figures

• Economic data

00:30 JP: Unemployment rate 1/25

00:50 JP: Investment Q4/24

11:00 EU: Labor market data January Eurozone Unemployment rate FORECAST: 6.3% previously: 6.3%

12:30 UK: Chancellor of the Exchequer Reeves, hearing in the House of Commons

15:00 EU: ECB, APP/PEPP monthly report

No time given:

CN: National People's Congress of China, press conference

US: Import tariffs on goods from China, Canada and Mexico come into force

US: Fed Richmond President Barkin, speech at Fredericksburg Regional Alliance event

- Monday: $GTLB (+2,06 %) , $OKTA (-2,1 %) .

- Tuesday: $CRWD (-1,32 %) , $FLTR (+1,04 %) , $ONON , $TGT (-3,75 %) , $SE-ED .

- Wednesday: $MDB (-2,18 %) , $MRVL (-3,05 %) , $VEEV (+0 %) , $ZS (-1,9 %) .

- Thursday: $AVGO (-2,15 %) , $COST (-1,04 %) , $HCP , $HPE (+0,46 %) , $27C , $JD. (-0,3 %)

... of infrastructure software.

The low cost of training and inference of the new model could trigger a new wave of AI adoption by improving the economics of AI projects and thus enabling wider use.

Increasing demand through lower costs:

DeepSeek's model offers superior inference performance at a disruptively low cost, which is expected to increase demand for AI solutions.

Bernstein points to previous examples, such as OpenAI's 4o-mini model, which promised lower prices with higher quality and increased usage by 50% within a quarter. Such effects could also occur again with DeepSeek.

Winners at the software infrastructure level:

Despite lower computational intensity, higher demand leads to opportunities for software vendors that provide the infrastructure for AI projects. This includes areas such as:

Data infrastructure (e.g. Confluent $CFLT (+1,93 %) )

Identity management (e.g. Okta $OKTA (-2,1 %) )

Observability tools (e.g. Datadog $DDOG (-4,04 %) )

Communication technology (e.g. Twilio $TWLO (-1,79 %) )

Browser integration and delivery (e.g. Cloudflare $NET (-1,01 %) )

Platforms for service desk AI projects (e.g. ServiceNow $NOW (-2,53 %) ) could also benefit, especially if they introduce a consumption-based pricing model that covers inference costs.

Earnings next week 🗓️

$ZS (-1,9 %)

$CRM (-2,37 %)

$OKTA (-2,1 %)

$LULU (-8,37 %)

$MRVL (-3,05 %)

$CHWY (-1,92 %)

$PATH (+2,31 %)

$ULTA (-1,32 %)

$S (-2,62 %)

$FL (-1,45 %)

$DOCU (+0,94 %)

$DLTR (-4,96 %)

$GTLB (+2,06 %)

$HPE (+0,46 %)

$IOT

$DG (-2,49 %)

$CRDO

$PSTG (-0,55 %)

$VEEV (+0 %)

$AEO

$BOX (-0,07 %)

$FIVE (-2,51 %)

$TD (-0,07 %)

$CURV

$BNS (-0,71 %)

$SNPS (-0,06 %)

$RY (+0,38 %)

$CNM

$ASAN (+0 %)

$WOOF

$BBW (+2,73 %)

$DCI

$CHPT (+0 %)

$BASE (+0 %)

$VSCO (-3,04 %)

$CSIQ (+0,57 %)

$THO (+2,25 %)

$GWRE (+0 %)

$SIG (+1,11 %)

$CBRL (+0,26 %)

$COO

$CPB (-1,83 %)

$BMO (+0,6 %)

$DSGT

$DOO (+1,51 %)

$CAL

$SMAR

$REX (-0,56 %)

$PVH (+0 %)

$PEAK (-0,27 %)