The Economy Is Holding. AI Is Expanding. Reddit Is Printing Cash

Money Masters' Market Movers 7

February 11, 2026

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Dear Money Master,

Welcome to another edition of the Money Masters newsletter. First, the labor market surprised to the upside. Hiring came in stronger than expected, unemployment ticked lower, and markets reacted immediately. We break down what nonfarm payrolls really mean and whether 4.3% unemployment is good news or just good optics.

Then we head to India, where Anthropic’s expansion ran into a brand conflict that highlights something most investors overlook. Sometimes a company’s most valuable asset is not technology. It is the name itself.

Finally, Reddit delivered a strong earnings report and followed it with a decisive capital allocation move. We explain how Wall Street sets expectations, what earnings per share actually tells you, and why buying back stock can quietly increase shareholder value.🌍💡

📰 Your Daily Financial Digest - February 11th, 2025

🌍 Economics, Retail, & Finance:

January’s Jobs Report Just Bought the Economy More Time.💼 Read More

The U.S. added 130,000 jobs in January, more than double the 55,000 economists expected. December was revised slightly higher, and the unemployment rate edged down to 4.3%. Markets reacted positively, with stocks rising and Treasury yields climbing after the release. On the surface, this looks like a reassuring start to 2026.

Now let’s unpack the key term: nonfarm payrolls. This number measures total jobs added across the economy, excluding farm workers because agricultural hiring swings wildly with seasons and weather. It gives a cleaner picture of steady employment trends. As for unemployment at 4.3%, that’s historically healthy. Economists consider anything around 4% to 5% “full employment,” meaning most people who want jobs can find them. However, nearly all job gains came from healthcare and social assistance, which tells us growth isn’t broad-based.

Investors care because the labor market drives consumer spending and inflation. A stable but cooling job market lowers pressure on interest rates without signaling a recession. That balance, slowing, but not breaking, is why markets are paying close attention.

💻 Technology:

Anthropic’s AI Expansion Runs Into a Very Human Problem: Names!🤖- Read More

As Anthropic expands into India, a local software company has filed a complaint claiming it has used the name “Anthropic” since 2017. The Indian firm is seeking recognition of prior use and roughly $110,000 in damages, arguing that customer confusion has already begun. The court has issued notice but declined to block Anthropic’s operations for now.

This story is really about brand equity, the financial value of a name. Brand equity allows a company to charge premium prices, attract customers faster, and build trust without reintroducing itself every time it enters a market. It’s an intangible asset, meaning you won’t see it as a factory or building, but it shows up in higher margins and stronger long-term cash flow. Analysts often value brands by estimating how much extra profit they generate compared to a generic competitor.

In fast-growing markets like India, brand clarity matters. If customers are confused, growth slows and marketing costs rise. For AI companies racing globally, the name itself isn’t cosmetic, it’s part of the competitive moat.

💹Earnings:

Reddit Just Proved It Can Print Cash!💼💰- Read More
Reddit reported fourth-quarter revenue of $726 million, beating expectations of $665 million. Earnings per share came in at $1.24 versus estimates of 94 cents, and net income surged 255% year over year to $252 million. The company also issued strong guidance for early 2026 and announced a $1 billion share repurchase program.

Those “estimates” come from Wall Street analysts who build financial models projecting revenue, costs, and profit based on user growth, ad pricing trends, and management guidance. Markets don’t just react to growth, they react to whether results beat or miss those expectations. Earnings per share (EPS) matters because it shows how much profit belongs to each individual share. When EPS exceeds forecasts, it signals stronger profitability than anticipated.

The $1 billion buyback adds another layer. A share repurchase reduces the number of shares outstanding, meaning each remaining share represents a larger claim on company profits. Even if total profit stays flat, EPS rises when shares shrink. Investors are talking about Reddit because it’s proving it can grow revenue, expand profits, and return capital, all at once.

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To your financial empowerment, The Money Masters Team

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DISCLAIMER: This information is for educational purposes only and does not constitute financial advice. The publisher does not accept any responsibility for any losses incurred as a result of actions taken based on the information provided. Always conduct your own research or consult with a financial advisor before making any investment decisions.