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News articleYahoo Finance· February 12, 2026

Stock market today: Dow, S&P 500, Nasdaq sink as tech gets hit, AI disruption fears grow

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq sink as tech gets hit, AI disruption fears grow US stocks turned sharply lower Thursday as fears of AI-driven disruption prompted investors to rotate out of technology shares…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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  • Global oil market is tightening instead of loosening, especially as US ratchets up pressure on Russia and Iran

    80% confidence
  • The system is ill-equipped to address the dramatic increase in demand created by AI data centers

    80% confidence
  • Fed will not cut rates under Jerome Powell's leadership

    80% confidence
  • If unemployment rate is stable or down by June, Warsh might be stuck on hold for rest of year

    80% confidence
  • The regulatory framework was not designed for single-sector load shocks, so policymakers are attempting to adjust in real time

    80% confidence
  • January jobs report was a feast for the hawks with payrolls surging above all expectations

    80% confidence
  • Path to rate cuts under Kevin Warsh now looks narrower after strong jobs report

    80% confidence
  • Strong demand and sluggish supply will likely increase power prices in regional wholesale markets

    80% confidence
  • Oil market will spend 2026 in deep oversupply glut of 3.73 million barrels per day excess oil

    80% confidence
  • Oil demand will rise by 1.38 million barrels per day in 2026

    80% confidence
  • Strong, broad-based demand for Cisco technology solutions with significant opportunities ahead

    80% confidence
  • Electricity inflation has more than doubled headline inflation due to AI infrastructure buildout

    80% confidence
  • About 1% of all US counties account for about 70% of data center capacity

    80% confidence
  • World oil demand will rise by 850,000 barrels per day in 2026, 80,000 bpd lower than January forecast

    80% confidence

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What we're seeing
Hawkish Fed Signals at Jackson Hole Pressure Rate-Sensitive Assets
Kevin Warsh's hawkish inflation remarks at Jackson Hole, alongside a steady drumbeat of Federal Reserve testimony from Powell, Barr, Bowman and other officials on supervision, regulation and monetary policy, signal continued vigilance against inflation rather than an imminent easing cycle. Rate-sensitive and precious-metals-linked names such as SSR Mining sold off the same day, consistent with markets repricing for a firmer-for-longer policy stance.
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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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Where sources disagree
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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