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News articleYahoo Finance· 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…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

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

    80% confidence

  • US government cannot tell banks to bail out cryptocurrency

    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

  • Alphabet's $180 billion capex forecast is an incredible number that is very good for the Google cohort

    80% confidence

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

    80% confidence

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What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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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
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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