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Source document· February 3, 2026

Stock market today: Dow, Nasdaq, S&P 500 fall as investors digest flood of tech earnings, government shutdown

View original at finance.yahoo.com
Stock market today: Dow, Nasdaq, S&P 500 fall as investors digest flood of tech earnings, government shutdown US stocks fell on Tuesday as investors digested a wave of tech-focused earnings, precious metals jumped to continue their wild ride, and a partial government shutdown rolled into its fourth day…
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  • Due to the partial federal government shutdown, the Bureau of Labor Statistics will suspend data collection, processing, and dissemination

    80% confidence
  • 2026 sales decline attributed to continued GLP-1 volume penetration, market expansion in obesity, intensifying competition, and compound patent expiry of semaglutide molecule in certain markets

    80% confidence
  • Downplayed the $100 billion investment plan with OpenAI

    80% confidence
  • US sales impact due to current prescription trends for injectable GLP-1 portfolio, intensifying competition, and negative impact from reduced obesity medication coverage in Medicaid

    80% confidence
  • Raised SanDisk price target to $1,000 from $580 citing positive second-quarter earnings report

    80% confidence
  • Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI

    80% confidence
  • Remains on track to deliver 133MW of critical IT load to CoreWeave in first half of 2026

    80% confidence
  • The structural shortage in memory chips makes the continued growth of Samsung and SK Hynix inevitable

    80% confidence
  • Called Venezuela uninvestable in its current state

    80% confidence
  • Walmart could benefit from tax refund provisions in the One Big Beautiful Bill Act

    80% confidence
What we know · the intelligence behind this page
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What we're seeing
AI Capital Keeps Flowing as Enterprise Adoption and Government Contracts Validate the Bet
A late-August surge of nine-figure funding rounds (Socure, Stability AI, Generalist AI, Gatik, Regent Craft, Emerald AI, Owner) shows venture capital still pouring into AI infrastructure, identity/fintech, and autonomy, even as public-market sentiment stays jumpy — Palantir's stock fell 6% the same week it landed the Army's TITAN contract. UiPath's raised guidance and strong Q2 results, alongside efficiency breakthroughs like Multiverse Computing's model compression, point to real enterprise monetization catching up to the funding hype.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
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