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Source document· February 19, 2026

Stock market today: Dow, S&P 500, Nasdaq turn lower with oil prices, Walmart, rate-cut bets in focus

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq turn lower with oil prices, Walmart, rate-cut bets in focus US stocks turned firmly into the red on Thursday as US-Iran fears spurred a continued rally in oil, with Walmart (WMT) earnings and Federal Reserve rate-cut odds in focus…
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  • Samsung is negotiating price for HBM4 at around $700 per unit, up to 30% higher than previous generation

    80% confidence
  • Talks between Tehran and Washington had reached a potential framework for a deal on Iran's nuclear program

    80% confidence
  • Walmart faces headwinds including tariffs, geopolitical conditions, and inflation in year ahead

    80% confidence
  • DoorDash expects marketplace GOV to be in range of $31.0 billion to $31.8 billion for Q1 2026

    80% confidence
  • DoorDash expects adjusted EBITDA to be in range of $675 million to $775 million for Q1 2026

    80% confidence
  • Trump administration is edging toward military conflict with Iran

    80% confidence
  • SK Hynix set price of HBM4 for Nvidia in mid-$500 range in August but may move to match Samsung's higher number

    80% confidence
  • US has largest air power armament in Middle East since invasion of Iraq in 2003

    80% confidence

Data points we hold from this source

Board of Governors of the Federal Reserve System · interest rate target range low3.5 percent
Board of Governors of the Federal Reserve System · interest rate target range high3.75 percent
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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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