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News articleYahoo Finance· February 4, 2026

Stock market today: Dow jumps, S&P 500, Nasdaq fall with AI worries in focus ahead of Google earnings

View original at finance.yahoo.com
Stock market today: Dow jumps, S&P 500, Nasdaq fall with AI worries in focus ahead of Google earnings US stocks were mixed on Wednesday as Wall Street assessed a fresh wave of earnings and waited for Alphabet (GOOG, GOOGL) results, eyeing the fallout from an AI-stoked slump in software stocks…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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  • Job creation took a step back in 2025 with private employers adding 398,000 jobs down from 771,000 in 2024, while wage growth has remained stable despite continuous slowdown

    80% confidence
  • The software sector sell-off has more room to run

    80% confidence
  • Eli Lilly expanded manufacturing capacity and opened new access to obesity medicines through US government agreement

    80% confidence
  • Even better-than-expected earnings are no longer enough to convince the market unless the company can show AI will be a tailwind rather than a headwind

    80% confidence
  • January tends to be the largest net job loss month as seasonal hiring ahead of holidays unwinds

    80% confidence
  • Hyperscalers reconfirmed their capex plans for 2026 which supports ongoing projects

    80% confidence
  • Bitcoin plummet could cascade into a self-reinforcing death spiral that could hit companies with big bitcoin treasuries

    80% confidence
  • Multi-tenant and new cloud players are extremely active, never seen them so active as today, and these projects will take years to complete

    80% confidence
  • Data center orders at Eaton roughly tripled in fourth quarter over prior year and backlog just keeps growing

    80% confidence
  • Eli Lilly reached millions more patients by launching Inluriyo, expanding Mounjaro and Kisunla globally, and submitting orforglipron for approval

    80% confidence

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ESMO 2026 Oncology Catalyst Cluster: Ivonescimab's PDUFA Date and Small-Cap Biotech Delistings
ESMO 2026 (Oct 22-24) concentrates a wave of oncology readouts. Summit's ivonescimab (10 presentations, positive HARMONi-GI1 OS, new EA2251 Phase II/III with ECOG-ACRIN) leads, ahead of its FDA PDUFA date of 2026-11-14, and Daiichi Sankyo's DXd ADC platform (REJOICE-Ovarian, DESTINY-Lung04, TUXEDO-3) follows. At the other end of the capital-markets spectrum, micro-cap Spago Nanomedical is moving to delist from Nasdaq First North (board resolution Oct 22, EGM Nov 19, application Jan 2027). Pivotal data and regulatory milestones are rewarding well-funded late-stage players, while cash-constrained early-stage developers are exiting public markets.
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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
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.
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