Saturday, 10 October 2026European Markets
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
News articleNasdaq· February 5, 2026

Stocks Retreat as Tech Stocks Fall and the US Labor Market Weakens

View original at nasdaq.com
Stocks Retreat as Tech Stocks Fall and the US Labor Market Weakens The S&P 500 Index ($SPX) (SPY) today is down -1.30%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -1.25%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.49%…
Opening lines of the source · Nasdaq · short snapshot — read the full document at the original

What we drew from this source

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

  • Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%

    80% confidence
  • Full-year adjusted EBITDA forecast of $2.67 billion to $2.72 billion

    80% confidence
  • Full-year revenue forecast of $46 billion to $47.5 billion

    80% confidence
  • The economy remains resilient in a challenging global environment. At the same time, the outlook is still uncertain, owing particularly to ongoing global trade policy uncertainty and geopolitical tensions

    80% confidence
  • Full-year adjusted EPS forecast of $8.20 to $8.52

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

    80% confidence
  • Full-year 2026 capital expenditures forecast of $175 billion to $185 billion

    80% confidence
  • She supported the Fed's decision to hold interest rates steady because she now sees risks as tilted toward higher inflation

    80% confidence
  • Full-year adjusted EPS estimate raised to $38.80 to $39.20 from prior estimate of $38.35 to $38.85

    80% confidence
  • Q2 revenue forecast of $10.2 billion to $11.0 billion

    80% confidence
  • After nearly five years of above-target inflation, it is essential to maintain credibility by returning to a disinflationary path and achieving target in the relatively near future

    80% confidence
  • Full-year adjusted EPS forecast of $2.05 to $2.25

    80% confidence
  • 2026 adjusted EPS forecast of $12.55 to $12.85

    80% confidence
  • Upside risks to inflation have diminished, and there should be scope for further policy easing if the economy and the inflation outlook evolve as expected

    80% confidence

Cited in these Via News reports

What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Agentic Enterprise Software Consolidates: Big Platforms Push Autonomy While Startups Get Absorbed
Enterprise software is shifting toward autonomous, AI-agent-driven products. SAP (Autonomous Enterprise, Joule), Meta (a new Enterprise Platform led by ex-MongoDB CEO Chirantan Desai) and UiPath (raised guidance) are pushing from the top. Meanwhile AI-security and governance startups are being acquired (Fortinet–Virtue AI, Harvey–Guardrails AI, Tiny–Oso Cloud) and seed-stage agent companies keep raising capital (Dextr, Latitude, Groq). Investors such as Norwest's Sean Jacobsohn see finance and ERP back-office software as the easier area to disrupt. Trust and enforced governance are treated as preconditions for regulated sectors like finance, and AI is judged unreliable for calculations.
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
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.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,986
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,986 facts checked against source5,366 source documents archived
Query this data → isubstrate.com