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Source document· March 11, 2026

Stock market today: S&P 500 and Nasdaq rise, Dow slips amid fresh inflation data, continued Iran fallout

View original at finance.yahoo.com
Stock market today: S&P 500 and Nasdaq rise, Dow slips amid fresh inflation data, continued Iran fallout US stocks split at the opening bell on Wednesday as investors eyed attacks on shipping in the Iran war and assessed the latest inflation report, which came in line with expectations…
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  • The February CPI report covers the period before the war with Iran broke out, which has raised gas prices and fueled concerns of higher utility bills

    60% confidence
  • Starboard supports CarMax's incoming CEO Keith Barr but is looking to accelerate the used-car dealer's turnaround plans

    60% confidence
  • The CPI report covers the period before the war with Iran broke out, which has raised gas prices and fueled concerns of higher utility bills

    60% confidence
  • Starboard supports CarMax's incoming CEO Keith Barr but is looking to accelerate the used-car dealer's turnaround plans

    60% confidence
  • The pace of growth improvement in 2026 will be more moderate than the trajectory we were building toward. The headwinds in organic, owned, and enterprise channels are addressable, and we have clear action plans against each, but the fixes will take time to compound.

    60% confidence
  • The pace of growth improvement in 2026 will be more moderate than the trajectory we were building toward. The headwinds in organic, owned, and enterprise channels are addressable with clear action plans, but the fixes will take time to compound.

    60% confidence
  • Higher memory chip prices weighed on HPE's quarter

    60% confidence
  • Higher memory chip prices weighed on HPE's quarter

    60% confidence
  • Perhaps more important than the February data is the evolving risk space for inflation. A longer conflict would put upward pressure on headline, core inflation and inflation expectations in the months ahead.

    60% confidence
  • Perhaps more important than the February data is the evolving risk space for inflation. A longer Iran conflict would put upward pressure on headline, core inflation and inflation expectations in the months ahead.

    60% confidence
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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.
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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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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.
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