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Source document· February 12, 2026

Stock market today: Dow, S&P 500, Nasdaq sink as tech stocks get pummeled

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq sink as tech stocks get pummeled US stocks turned sharply lower Thursday, as investors revived a rotation out of megacap tech stocks as they looked ahead Friday's inflation reading to guide rate-cut bets, already dampened by a strong January jobs report…
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  • The system is ill-equipped to address the dramatic increase in demand created by AI data centers.

    80% confidence

  • The global oil market is tightening instead of loosening, especially as the US ratchets up pressure on Russia and Iran, pushing buyers to find barrels in other markets.

    80% confidence

  • World oil demand will rise by 850,000 barrels per day this year, 80,000 bpd lower than the January forecast, and the market will spend 2026 in a deep oversupply glut of 3.73 million bpd.

    80% confidence

  • BofA is maintaining its prediction of two rate cuts under a Warsh-led Fed.

    80% confidence

  • The key risk to Warsh's call for significant cuts is a decline in the unemployment rate. Therefore, the path to cuts under Warsh (which we don't think the economy needs) now looks narrower.

    80% confidence

  • The broad-based strength in the January jobs report vindicates our view that the Fed won't cut under Powell.

    80% confidence

  • Oil demand will rise by 1.38 million bpd this year.

    80% confidence

  • We see strong, broad-based demand for our technology solutions and remain focused on capturing the significant opportunities we see ahead.

    80% confidence

  • If the unemployment rate is stable or down even further by June, Warsh might be stuck on hold for the rest of the year.

    80% confidence

  • The regulatory framework was not designed for single-sector load shocks, so policymakers are attempting to adjust in real time to the scale and speed at which the load forecasts are changing.

    80% confidence

  • January jobs report is 'a feast for the hawks'.

    80% confidence

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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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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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