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Source document· January 13, 2026

Stocks Fall on Weakness in Software and Credit Card Companies

View original at nasdaq.com
Stocks Fall on Weakness in Software and Credit Card Companies The S&P 500 Index ($SPX) (SPY) on Tuesday closed down -0.19%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down -0.80%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.18%…
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  • The US economy is pretty robust and he expects above-potential growth

    80% confidence
  • The vaccine schedule is not based on scientific evidence and will harm the public

    80% confidence
  • Justice Department was threatening a criminal indictment tied to his June testimony on Fed headquarters renovations

    80% confidence
  • Credit-card lenders would be in violation of the law if they don't cap interest rates at 10% for one year

    80% confidence
  • Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%

    80% confidence
  • S&P earnings growth is expected to climb by +8.4% in Q4

    80% confidence
  • Option Care Health's forecast for 2026 EBITDA growth of +2% to +7% are better than expected

    80% confidence
  • It is unnecessary and unadvisable for the Fed to take an accommodative stance

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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