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Source document· February 5, 2026

Stock market today: S&P 500, Nasdaq sink, adding to tech sell-off after jobs data as Google slides, Amazon looms

View original at finance.yahoo.com
Stock market today: S&P 500, Nasdaq sink, adding to tech sell-off after jobs data as Google slides, Amazon looms US stocks turned lower on Thursday in an apparently 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…
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  • Alphabet's $180 billion capex forecast is an incredible number that is very good for the Google cohort

    80% confidence

  • Near-term handsets outlook is impacted by industry-wide memory supply constraints, but company remains on track for fiscal 2029 revenue goals

    80% confidence

  • e.l.f.'s value proposition, innovation and marketing continue to fuel growth and market share gains

    80% confidence

  • Sentiment has turned soggy across most asset classes creating a feedback loop amid thin market liquidity

    80% confidence

  • US government cannot tell banks to bail out cryptocurrency

    80% confidence

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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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Stock market today: S&P 500, Nasdaq sink, adding to tech sell-off after jobs data as Google slides, Amazon looms — Source | Via News | Via News