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Source document· February 5, 2026

Stock market today: Dow, S&P 500, Nasdaq sell-off builds as tech rout continues, bitcoin plunges

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq sell-off builds as tech rout continues, bitcoin plunges US stocks took sizable hits again on Thursday in a fruitless search for a reprieve from a building tech sell-off as investors awaited Amazon earnings, assessed Alphabet's big AI spending plans, and digested jobs data that s…
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  • Companies seizing AI moment have same opportunity as Google had with AI across products

    80% confidence
  • What was priced into Microsoft stock was a higher growth rate, which is always dangerous

    80% confidence
  • It isn't clear how much of Microsoft's disappointment is company-specific versus reflecting overall cloud space slowdown

    80% confidence
  • A cycle low for crypto could occur around the FIFA World Cup this summer as a compelling long-term buying opportunity

    80% confidence
  • Successful SaaS companies are incorporating Gemini deeply in critical workflows for product improvement and efficiency

    80% confidence
  • Silver tends to stabilize only once realized volatility falls and speculative positioning is reset

    80% confidence
  • Bitcoin remains in a larger bear-market structure with downside risks elevated in absence of strong catalyst

    80% confidence
  • Bitcoin ETF holders are underwater with estimated average acquisition price near $90,000

    80% confidence
  • Silver behaves less like a monetary metal during stress periods and more like a high-beta hybrid, amplifying both optimism and fear

    80% confidence
  • Under current conditions, attracting incremental allocations from Wall Street investors becomes increasingly difficult

    80% confidence
  • Ethereum ETF investors are down approximately 31% from their average cost basis

    80% confidence
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What we're seeing
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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