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News articleNasdaq· February 23, 2026

Stocks Finish Sharply Lower on Trade Uncertainty and AI-Disruption Fears

View original at nasdaq.com
Stocks Finish Sharply Lower on Trade Uncertainty and AI-Disruption Fears The S&P 500 Index ($SPX) (SPY) on Monday closed down -1.04%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -1.66%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.21%…
Opening lines of the source · Nasdaq · short snapshot — read the full document at the original

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  • Domestic containerboard prices declined by $20 per ton month-over-month

    80% confidence
  • Fed Governor Waller's decision on whether to support an interest rate cut at the March FOMC meeting will hinge on labor market data for February

    80% confidence
  • PayPal Holdings has attracted takeover interest from several potential buyers

    80% confidence
  • Jeffries cited 'more persistent risk and negative sentiment' as a result of AI-disruption fears for downgrading Monday.com, Workday, and DocuSign

    80% confidence
  • S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth

    80% confidence
  • SEC probe involving AppLovin is 'still active and ongoing'

    80% confidence
  • Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%

    80% confidence
  • Iranian Foreign Minister saw a 'good chance' of a diplomatic solution to the standoff over Iran's nuclear program

    80% confidence
  • 10 to 15 days is 'pretty much' the 'maximum' Trump would allow for nuclear negotiations to continue

    80% confidence
  • President Trump is considering a limited military strike on Iran to ramp up pressure to strike a nuclear deal

    80% confidence

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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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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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