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Source document· February 19, 2026

Stock market today: Dow, S&P 500, Nasdaq turn lower with oil prices, Walmart, rate-cut bets in focus

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq turn lower with oil prices, Walmart, rate-cut bets in focus US stocks turned firmly into the red on Thursday as US-Iran fears spurred a continued rally in oil, with Walmart (WMT) earnings and Federal Reserve rate-cut odds in focus…
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  • US has largest air power armament in Middle East since invasion of Iraq in 2003

    80% confidence

  • Samsung is negotiating price for HBM4 at around $700 per unit, up to 30% higher than previous generation

    80% confidence

  • Talks between Tehran and Washington had reached a potential framework for a deal on Iran's nuclear program

    80% confidence

  • SK Hynix set price of HBM4 for Nvidia in mid-$500 range in August but may move to match Samsung's higher number

    80% confidence

  • DoorDash expects adjusted EBITDA to be in range of $675 million to $775 million for Q1 2026

    80% confidence

  • Trump administration is edging toward military conflict with Iran

    80% confidence

  • DoorDash expects marketplace GOV to be in range of $31.0 billion to $31.8 billion for Q1 2026

    80% confidence

  • Walmart faces headwinds including tariffs, geopolitical conditions, and inflation in year ahead

    80% confidence

Data points we hold from this source

Board of Governors of the Federal Reserve System · interest rate target range low3.5 percent
Board of Governors of the Federal Reserve System · interest rate target range high3.75 percent
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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.
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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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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.
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