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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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  • Nvidia is now the largest networking company in the world

    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

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

    80% confidence

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

    80% confidence

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

    80% confidence

  • 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

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

    80% confidence

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

    80% confidence

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

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
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.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
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.
We flag conflicts openly ›
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