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Source document· March 27, 2026

Nasdaq plunged over 2% as Middle East tensions rattled Wall Street

View original at seekingalpha.com
Nasdaq plunged over 2% as Middle East tensions rattled Wall Street [Showing Business Investment Options on a Digital Computer Screen] HStocks Wall Street’s major market averages closed lower on Friday as U.S…
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  • The reported U.S. proposal to end the conflict is one-sided and unfair

    60% confidence
  • The S&P 500 breaking below 6,500 suggests stocks want to go lower and may be headed towards a 10% correction at 6,280. This may be one of the most attractive entry points for new money since Liberation Day.

    60% confidence
  • Talks with Tehran are going very well

    60% confidence
  • The semiconductor sector had a less bad week than the S&P or the Nasdaq, closing well above the lows put in the week of 9 March. The indices all made new cycle lows today. The reversal, when it comes, will be violent, but there will be time to catch it when it happens. Patience is the name of this game.

    60% 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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