Stock market today: S&P 500, Nasdaq fall for 2nd day as tech slides on AI worries with Google earnings ahead

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• Data center orders at Eaton roughly tripled in Q4 over prior year

  80% confidence

• Eli Lilly expanded manufacturing capacity and through US government agreement opened new access to obesity medicines

  80% confidence

• Hyperscalers reconfirmed their capex plans for 2026 which supports Eaton's projects

  80% confidence

• Treasury Secretary does not have authority to buy bitcoin or other cryptos and FSOC chair does not have that authority

  80% confidence

• Kevin Warsh will likely follow the pattern FOMC has shown for years and let data tell him what's the right policy

  80% confidence

• Bitcoin plummet could cascade into self-reinforcing death spiral that could hit companies with big bitcoin treasuries

  80% confidence

• US economic growth in 2026 is likely to be front-loaded with Q1 at 2.6%, Q2 at 3%, Q3 and Q4 at 2%

  80% confidence

• Job creation took a step back in 2025 with private employers adding 398,000 jobs down from 771,000 in 2024

  80% confidence

• While seeing continuous and dramatic slowdown in job creation for past three years, wage growth has remained stable

  80% confidence

• Multi-tenant and new cloud players are extremely active and these projects will take years to complete

  80% confidence

• Eli Lilly reached millions more patients launching Inluriyo, expanding Mounjaro and Kisunla globally, and submitting orforglipron for approval

  80% confidence

• Consumer stimulus from One Big Beautiful Act and government shutdown likely to boost Q1 growth by 0.5% to 1%

  80% confidence

• January tends to be the largest net job loss month as seasonal hiring ahead of holidays unwinds

  80% confidence

• Better-than-expected earnings are no longer enough to convince the market unless company can show AI will be tailwind rather than headwind

  80% confidence

• Software stock sell-off has more room to run

  80% confidence

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• AI Moves From Advantage to Prerequisite in Global Finance as Industry Leaders Race to Demonstrate Real-World Returns →
• AI's Voracious Power Appetite Is Redrawing the Global Chip and Energy Map →
• Fed Holds Rates Through 2026 as $1.17B AI Buildout Splits U.S. Economy from Global Peers →
• Fed Holds Steady: What America's Rate Pause Means for the World Economy →
• The AI Capital Boom: How America's Tech Investment Surge Is Reshaping Global Markets →