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News articleNasdaq· February 27, 2026

Stocks Retreat on AI Disruption Concerns and Geopolitical Risks

View original at nasdaq.com
Stocks Retreat on AI Disruption Concerns and Geopolitical Risks The S&P 500 Index ($SPX) (SPY) today is down -0.61%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -1.17%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.41%…
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  • Threatened military strikes if Iran fails to comply with nuclear demands

    80% confidence
  • Threatened to raise global tariff rate to 15% from 10%

    80% confidence
  • Doubled down on commitment to tariffs in State of the Union address

    80% confidence
  • Considering limited military strike on Iran to pressure nuclear deal

    80% confidence
  • Gave Iran March 1-6 deadline for agreement over nuclear activities

    80% confidence
  • S&P earnings growth expected to climb 8.4% in Q4, marking tenth consecutive quarter of year-over-year growth

    80% confidence
  • Excluding Magnificent Seven stocks, Q4 earnings expected to increase 4.6%

    80% confidence

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A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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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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Berkshire Hathaway
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