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Source document· February 13, 2026

Stock market today: Dow, S&P 500, Nasdaq gains fizzle to cap week of sharp losses as AI fears grow

View original at finance.yahoo.com
“After Coinbase reported its second-worst quarterly net loss ever, at $667 million, CEO Brian Armstrong attempted to ease investor and analyst concerns on the company's fourth quarter earnings call.”
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  • Electricity prices shed 0.1% month-on-month, while utility gas services rose 1% month-on-month. Electricity and utility gas rose 6.3% and 9.8% year-on-year respectively.

    80% confidence
  • It is important for Congress to pass a bill creating federal rules for digital assets by Spring.

    80% confidence
  • Headline energy costs fell 1.5% in January from the previous month and ticked down 0.1% from the previous year.

    80% confidence
  • Moderna reaffirmed expectation of 10% revenue growth in 2026.

    80% confidence
  • Explosive power demand from the data center buildout has sent electricity and utility gas energy costs soaring year-on-year.

    80% confidence
  • Initial reactions to the AI disruption story may turn out to be overblown, since many industries and individual businesses could very well turn out to be AI beneficiaries in the long term.

    80% confidence
  • Rivian's R2 midsize model is on track for delivery before the summer.

    80% confidence
  • With the S&P 500 flattish for the year, the bull market has certainly paused and given way to a bull market in disruption hysteria.

    80% confidence
  • Nvidia shares have remained fairly range-bound since hitting an all-time high last October and are down around 1% for the year despite Big Tech's plans to balloon capital expenditures for AI build-outs.

    80% confidence
  • Gasoline prices dropped 3.2% month-on-month and 7.5% year-on-year. Fuel oil prices dropped 5.7% month-on-month.

    80% confidence
  • Core CPI rose 0.3% month-on-month and 2.5% year-on-year in January.

    80% confidence
  • Consumer prices increased 0.2% in January from the prior month and 2.4% on an annual basis.

    80% confidence

Data points we hold from this source

Coinbase Global · net income-667 million_USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Agentic AI Goes Operational: Platform Governance, Local Silicon, and the Physical-AI Data Race
In mid-to-late October 2026, enterprise vendors (Cisco, Fortinet, ServiceNow, Intuit, Salesforce/Braze, Adobe) shipped agent governance, AI security and AI-driven customer engagement products, while a parallel hardware wave (NVIDIA RTX Spark laptops, ASUS, Apple's iPad mini, Microsoft's hybrid local/cloud Windows) pushed AI onto local devices. A third strand, physical AI (Encord, Harvest Praxis, Hesai), argues that real-world sensor data and cheaper edge chips are the next bottleneck. The common thread is the shift from AI experimentation to governed, scaled deployment, with Salesforce's Braze acquisition showing consolidation and fintech players like Intuit tying AI to trusted financial data. The facts support a broad industry theme but contain little direct finance or regulatory evidence, so the AI-finance angle is thin.
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
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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