Stock market today: Dow jumps, S&P 500, Nasdaq fall with AI worries in focus ahead of Google earnings

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

  80% confidence

• Hyperscalers reconfirmed their capex plans for 2026 which supports ongoing projects

  80% confidence

• Job creation took a step back in 2025 with private employers adding 398,000 jobs down from 771,000 in 2024, while wage growth has remained stable despite continuous slowdown

  80% confidence

• The software sector sell-off has more room to run

  80% confidence

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

  80% confidence

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

  80% confidence

• Multi-tenant and new cloud players are extremely active, never seen them so active as today, and these projects will take years to complete

  80% confidence

• Data center orders at Eaton roughly tripled in fourth quarter over prior year and backlog just keeps growing

  80% confidence

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

  80% confidence

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

  80% confidence

Data points we hold from this source

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