Stock market today: S&P 500, Nasdaq fall as Microsoft leads tech lower with Apple earnings on deck

What we drew from this source

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

• We are now seeing a major AI acceleration

  80% confidence

• AI is really an industrial story. As this data center rollout has happened, it's created structural demand for industrial-grade power solutions, and no company is really as well situated to drive that supply than Caterpillar

  80% confidence

• The labor market had stabilized after a period of gradual cooling

  80% confidence

• The continued surge across metals, especially gold and silver, is entering a dangerous phase. The problem is volatility feeding on itself. As price swings intensify, liquidity thins.

  80% confidence

• We expected Brent below $60/BBL by now and trending towards the low $50 range. Instead, geopolitical risk premium and physical supply losses have created a strong floor

  80% confidence

• We're really moving into a future that is based on autonomy

  80% confidence

• The fourth quarter capped an incredible year for us, as strong demand for our vacation experiences, coupled with strong execution by our teams, resulted in happy guests and robust financial results

  80% confidence

• Power users of AI coding tools have seen their output increase by 80%

  80% confidence

• We're starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.

  80% confidence

• Meta has seen a 30% increase in productivity from engineers due to adoption of AI coding tools since beginning of 2025

  80% confidence