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Source document· February 13, 2026

Stock market today: Dow, S&P 500, Nasdaq gains fizzle to cap week of sharp losses as AI fears grow

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq gains fizzle to cap week of sharp losses as AI fears grow US stocks lost steam heading into the close on Friday to post weekly losses as Wall Street digested a cooler-than-expected inflation reading for a steer on the path of interest rates…
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  • Initial reactions to the AI disruption story may turn out to be overblown, since many industries and individual businesses could very well turn out to be AI beneficiaries in the long term.

    80% confidence
  • Gasoline prices dropped 3.2% month-on-month and 7.5% year-on-year. Fuel oil prices dropped 5.7% month-on-month.

    80% confidence
  • Consumer prices increased 0.2% in January from the prior month and 2.4% on an annual basis.

    80% confidence
  • Moderna reaffirmed expectation of 10% revenue growth in 2026.

    80% confidence
  • Explosive power demand from the data center buildout has sent electricity and utility gas energy costs soaring year-on-year.

    80% confidence
  • Rivian's R2 midsize model is on track for delivery before the summer.

    80% confidence
  • Nvidia shares have remained fairly range-bound since hitting an all-time high last October and are down around 1% for the year despite Big Tech's plans to balloon capital expenditures for AI build-outs.

    80% confidence
  • It is important for Congress to pass a bill creating federal rules for digital assets by Spring.

    80% confidence
  • Headline energy costs fell 1.5% in January from the previous month and ticked down 0.1% from the previous year.

    80% confidence
  • With the S&P 500 flattish for the year, the bull market has certainly paused and given way to a bull market in disruption hysteria.

    80% confidence
  • Core CPI rose 0.3% month-on-month and 2.5% year-on-year in January.

    80% confidence
  • Electricity prices shed 0.1% month-on-month, while utility gas services rose 1% month-on-month. Electricity and utility gas rose 6.3% and 9.8% year-on-year respectively.

    80% confidence

Data points we hold from this source

Coinbase Global · net income-667 million_USD
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.
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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.
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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