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Source document· February 26, 2026

Stock market today: S&P 500, Nasdaq retreat as Nvidia falls 5% despite stellar earnings

View original at finance.yahoo.com
Stock market today: S&P 500, Nasdaq retreat as Nvidia falls 5% despite stellar earnings US stocks recovered from steeper losses on Thursday but still broadly fell as Nvidia's (NVDA) stellar earnings failed to wow investors and left Wall Street juggling growing worries over AI's potential for payoff and disruption…
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  • Salesforce organic constant currency growth was about 9.0% in FY25, 7.2% in FY26, and guidance implies 6.8% in FY27, showing a slippery slope requiring investment in innovation

    80% confidence

  • Nvidia's CPU offerings for data centers will outcompete rivals

    80% confidence

  • Labor market is more defined by its inactivity than its vigor, unusual to see this kind of caution from employers

    80% confidence

  • Nvidia is now the largest networking company in the world

    80% confidence

  • AI narrative shifted from 'AI eats software companies' to 'AI partners with software companies'

    80% confidence

  • Nvidia loves CPUs as well as GPUs

    80% confidence

  • Not sure what else investors want to hear at this point, we like what we heard

    80% confidence

  • By most measures, Nvidia delivered a solid set of results, but stock response suggests investors were left wanting more

    80% confidence

  • Customers need compute capacity, and that translates directly to growth and revenues, so their cash flows are growing

    80% confidence

  • An inflection point in C3.ai sales is well out in the distance

    80% confidence
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What we're seeing
Q4 2026 Biopharma Catalyst Cluster: Late-Stage Readouts and Regulatory Milestones
October 2026 brings a dense run of Phase 3 wins (ALOFT-IPF, RESTORE-3), new data presentations (Roche, Bayer, Lilly, Vertex, Galderma) and regulatory steps (FDA acceptance of Roche's vamikibart BLA, Scholar Rock's EMA resubmission). The next big catalyst is the ivonescimab FDA PDUFA date on 2026-11-14. Obesity combination studies (REDEFINE 4, TOGETHER-PsO) and the 2027 Maritime-1 completion point to more catalysts ahead. QAIAx's speculative AI-linked trial claims (the QIII pilot, targeted for 2027) are an unrelated micro-cap sideshow with weak evidence, and have little in common with the large-cap pipeline news.
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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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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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