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Source document· January 13, 2026

Stock market today: S&P 500, Dow, Nasdaq fall as CPI inflation eases, JPMorgan kicks off earnings

View original at finance.yahoo.com
Stock market today: S&P 500, Dow, Nasdaq fall as CPI inflation eases, JPMorgan kicks off earnings US stocks fell on Tuesday as a milder inflation reading supported bets that the Fed would stick to expectations for interest rate cuts, while JPMorgan (JPM) results kicked off the fourth quarter earnings season…
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  • Raised rating on Intel to Overweight from Sector Weight due to strong demand for their central processing units

    80% confidence
  • Utility, healthcare, materials, and industrial stocks have been making the most unusually large moves on earnings-day in recent quarters

    80% confidence
  • I don't agree with everything that the Fed has done. I do have enormous respect for Jay Powell, the man. Everyone we know believes in Fed independence, and so do we. And anything that chips away at that is probably not a great idea. And in my view, it will have the reverse consequences. It will raise inflation expectations and probably increase rates over time.

    80% confidence
  • Core consumer prices came in below forecasts at 0.2% over last month and 2.6% over last year, marking the lowest annual rise since early 2021

    80% confidence
  • Characterized the DOJ probe as political pressure from President Trump

    80% confidence
  • Company will work to make sure towns and cities near its data center development sites are not adversely affected

    80% confidence
  • Growth in the premium business and lack of certain headwinds would propel its business forward in 2026

    80% confidence
  • Federal Reserve chair Jerome Powell is either 'incompetent' or 'crooked'

    80% confidence
  • Average implied earnings day stock move is 4.5% in either direction, below the long-term average

    80% confidence
  • CPI report showed inflation pressures remained steady last month, with annual headline rate of 2.7% and monthly rate of 0.3%

    80% confidence
  • With less fear priced in, it is more difficult to see relief rallies on earnings days

    80% confidence
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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.
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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.
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