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Source document· March 18, 2026

Stock market today: Dow, S&P 500, Nasdaq slide as Federal Reserve holds rates steady

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq slide as Federal Reserve holds rates steady US stocks fell on Wednesday after the Federal Reserve voted to hold rates steady, in a widely anticipated decision…
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  • Iran said its leadership remains strong and committed to keeping the Strait of Hormuz closed

    60% confidence
  • It could take several weeks to secure the Strait of Hormuz. Until we've neutralized Iran's layered, asymmetric capabilities — mines, fast attack craft, submarines and drones — we won't want to put commercial or even escort ships through.

    60% confidence
  • Bloomingdale's strong performance underscores its ability to elevate customer experience and capture demand across premium contemporary to luxury businesses

    60% confidence
  • Nvidia expects AI chip sales to surpass $1 trillion by 2027, not including latest products unveiled Monday

    60% confidence
  • President Trump's decision to issue a 60-day Jones Act waiver is just another step to mitigate short-term disruptions to oil market as US military continues meeting objectives of Operation Epic Fury

    60% confidence
  • Nvidia received purchase orders for China-bound AI chips and is ramping up production network to meet demand

    60% confidence
  • At Macy's, we are offering more relevant brands, stronger storytelling and investing in our colleagues so we can better serve the customer

    60% confidence
  • Looking to 2026 and beyond, we are ready to build on our progress

    60% confidence
  • Administration remains committed to continuing to strengthen critical supply chains

    60% confidence
  • Iran considers targeting of source country's fuel, energy, and gas infrastructure to be legitimate cause and will retaliate with utmost severity at first opportunity

    60% confidence
  • Investors bought downside protection for fast, ugly sell-off but stocks mostly churned and leaked lower without tipping into panic, causing crash hedges to underperform and unwinding to create buying flows

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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