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Source document· January 29, 2026

Stock market today: S&P 500, Nasdaq fall as Microsoft leads tech lower with Apple earnings on deck

View original at finance.yahoo.com
Stock market today: S&P 500, Nasdaq fall as Microsoft leads tech lower with Apple earnings on deck US stocks fell Thursday but pulled back from a steeper tech-driven sell-off, as investors came away from megacap tech earnings fretting about AI spending…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • We're really moving into a future that is based on autonomy

    80% confidence

  • We're starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.

    80% confidence

  • The continued surge across metals, especially gold and silver, is entering a dangerous phase. The problem is volatility feeding on itself. As price swings intensify, liquidity thins.

    80% confidence

  • Power users of AI coding tools have seen their output increase by 80%

    80% confidence

  • We are now seeing a major AI acceleration

    80% confidence

  • We expected Brent below $60/BBL by now and trending towards the low $50 range. Instead, geopolitical risk premium and physical supply losses have created a strong floor

    80% confidence

  • The fourth quarter capped an incredible year for us, as strong demand for our vacation experiences, coupled with strong execution by our teams, resulted in happy guests and robust financial results

    80% confidence

  • Meta has seen a 30% increase in productivity from engineers due to adoption of AI coding tools since beginning of 2025

    80% confidence

  • AI is really an industrial story. As this data center rollout has happened, it's created structural demand for industrial-grade power solutions, and no company is really as well situated to drive that supply than Caterpillar

    80% confidence

  • The labor market had stabilized after a period of gradual cooling

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
ESMO 2026 Oncology Data Wave Builds Toward Ivonescimab PDUFA, While Micro-Cap Biotech Exits the Market
Late October 2026 is a dense catalyst window led by ESMO 2026. Daiichi Sankyo's DXd antibody-drug conjugate (ADC) programs (DESTINY-Lung04, DESTINY-Breast11, REJOICE-Ovarian01/02, TUXEDO-3), Guardant's 25 abstracts and the PACE-LUNG ctDNA trial all report there. These feed into the FDA's 14 November 2026 PDUFA date for ivonescimab. Large and mid-cap developers with late-stage data and commercial launches (ZEGFROVY, ANKTIVA, MIUDELLA, lorundrostat, duvakitug) are drawing capital and attention. Spago Nanomedical's board decision to seek a Nasdaq First North delisting (EGM 19 November, application 25 January 2027) shows the capital squeeze on early-stage, single-asset names (Tumorad is Phase I).
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
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
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Stock market today: S&P 500, Nasdaq fall as Microsoft leads tech lower with Apple earnings on deck — Source | Via News | Finance Via News