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News articleNasdaq· February 26, 2026

Stocks Finish Mostly Lower as Nvidia Weighs on Chipmakers

View original at nasdaq.com
Stocks Finish Mostly Lower as Nvidia Weighs on Chipmakers The S&P 500 Index ($SPX) (SPY) on Thursday closed down -0.54%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.03%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.16%…
Opening lines of the source · Nasdaq · short snapshot — read the full document at the original

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  • The US economy has been solid and the job market has been stable

    80% confidence
  • Threatened to raise global tariff rate to 15%

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

    80% confidence
  • Iranian officials are again pursuing their sinister nuclear ambitions

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

    80% confidence
  • Considering a limited military strike on Iran to pressure for nuclear deal

    80% confidence
  • Interest rates can come down more this year if inflation does

    80% confidence
  • US and Iran made significant progress in Switzerland and will continue nuclear talks at technical level next week

    80% confidence
  • Pure Storage outlook points to decelerating growth

    80% confidence

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What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
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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
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts represent the same entity (JPMorgan Chase & Co.), same attribute (EPS), and same observation date (2025-12-31), which aligns with FY 2025 year-end reporting. Fact A explicitly states FY 2025 with EPS of 20.02 USD/share. Fact B has an unspecified fiscal period (N/A) but reports 4.63 USD, a significantly different value (4.3x lower). Given identical observation dates and the same metric, both facts appear intended to represent FY 2025 annual EPS. The conflicting values (20.02 vs 4.63) constitute a direct contradiction. The N/A period in Fact B suggests incomplete or corrupted metadata rather than legitimate time-period variation.
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