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Source document· February 3, 2026

Stock market today: Dow, Nasdaq, S&P 500 fall as investors digest flood of tech earnings, government shutdown

View original at finance.yahoo.com
Stock market today: Dow, Nasdaq, S&P 500 fall as investors digest flood of tech earnings, government shutdown US stocks fell on Tuesday as investors digested a wave of tech-focused earnings, precious metals jumped to continue their wild ride, and a partial government shutdown rolled into its fourth day…
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  • Due to the partial federal government shutdown, the Bureau of Labor Statistics will suspend data collection, processing, and dissemination

    80% confidence

  • Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI

    80% confidence

  • Downplayed the $100 billion investment plan with OpenAI

    80% confidence

  • Remains on track to deliver 133MW of critical IT load to CoreWeave in first half of 2026

    80% confidence

  • Called Venezuela uninvestable in its current state

    80% confidence

  • US sales impact due to current prescription trends for injectable GLP-1 portfolio, intensifying competition, and negative impact from reduced obesity medication coverage in Medicaid

    80% confidence

  • Raised SanDisk price target to $1,000 from $580 citing positive second-quarter earnings report

    80% confidence

  • The structural shortage in memory chips makes the continued growth of Samsung and SK Hynix inevitable

    80% confidence

  • Walmart could benefit from tax refund provisions in the One Big Beautiful Bill Act

    80% confidence

  • 2026 sales decline attributed to continued GLP-1 volume penetration, market expansion in obesity, intensifying competition, and compound patent expiry of semaglutide molecule in certain markets

    80% confidence
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Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
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
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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