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

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

    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
  • Companies seizing AI moment have same opportunity as Google had with AI across products

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

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

    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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