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Source document· February 26, 2026

Stock market today: S&P 500, Nasdaq retreat as Nvidia falls 5% despite stellar earnings

View original at finance.yahoo.com
Stock market today: S&P 500, Nasdaq retreat as Nvidia falls 5% despite stellar earnings US stocks recovered from steeper losses on Thursday but still broadly fell as Nvidia's (NVDA) stellar earnings failed to wow investors and left Wall Street juggling growing worries over AI's potential for payoff and disruption…
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  • Salesforce organic constant currency growth was about 9.0% in FY25, 7.2% in FY26, and guidance implies 6.8% in FY27, showing a slippery slope requiring investment in innovation

    80% confidence

  • An inflection point in C3.ai sales is well out in the distance

    80% confidence

  • Customers need compute capacity, and that translates directly to growth and revenues, so their cash flows are growing

    80% confidence

  • Nvidia is now the largest networking company in the world

    80% confidence

  • AI narrative shifted from 'AI eats software companies' to 'AI partners with software companies'

    80% confidence

  • Not sure what else investors want to hear at this point, we like what we heard

    80% confidence

  • By most measures, Nvidia delivered a solid set of results, but stock response suggests investors were left wanting more

    80% confidence

  • Nvidia loves CPUs as well as GPUs

    80% confidence

  • Nvidia's CPU offerings for data centers will outcompete rivals

    80% confidence

  • Labor market is more defined by its inactivity than its vigor, unusual to see this kind of caution from employers

    80% confidence
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Lo que estamos viendo
Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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