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Stock Markets Close Mixed on Presidents' Day Eve as AI Disruption Concerns Offset Inflation Relief

U.S. equity markets ended Friday's session with minimal movement despite better-than-expected January inflation data, as the S&P 500 edged up 0.05% while the Nasdaq declined 0.22%. Persistent concerns about artificial intelligence disrupting business models across software, financial services, and logistics sectors prevented a sustained rally, with investors rotating into defensive stocks and rate-sensitive sectors ahead of the Presidents' Day holiday closure.

Cisco Stock Plunges 11% Despite Earnings Beat as Margin Concerns Overshadow AI Infrastructure Gains

Cisco Systems reported better-than-expected second quarter fiscal 2026 results with revenue of $15.35 billion and adjusted EPS of $1.04, but shares tumbled 11% in Thursday trading as the company's profit margin guidance disappointed investors. Rising memory chip costs and tepid forward projections overshadowed robust AI infrastructure order growth of $2.1 billion.

US Stocks Slide as AI Sector Fears and Profit Worries Drive Broad Sell-Off

U.S. equity markets dropped sharply today as renewed concerns over artificial intelligence capital spending and disappointing forward guidance from key technology companies weighed on investor sentiment. Major averages finished lower with the Nasdaq leading declines, while labor data and rate expectations further complicated the market outlook.

AI Disruption Fears Trigger Fresh Selloff in Software Stocks Across Global Markets

Wall Street's anxiety over artificial intelligence-driven disruption intensified Wednesday as software companies faced renewed selling pressure. ServiceNow and Salesforce each declined approximately 0.4 percent in premarket trading, while financial services firms including Charles Schwab, Raymond James, and LPL Financial plunged over 7 percent following the launch of an AI-powered tax tool by startup Altruist Corp.

Technology Giants Navigate AI Investment Surge Amid Rising Debt Concerns

Major technology companies are embarking on unprecedented capital spending programs to build AI infrastructure, with Morgan Stanley estimating hyperscalers will raise approximately $400 billion in corporate bonds in 2026. Oracle's elevated debt levels have emerged as a particular concern, while most big tech firms maintain solid balance sheets despite aggressive AI investments.

U.S. Private Payrolls Add Meager 22,000 Jobs in January, Signaling Labor Market Deterioration

Private sector employment increased by just 22,000 positions in January according to ADP's National Employment Report, falling well below economist expectations of 45,000 and marking the weakest monthly gain since late 2020. The data reveals a bifurcated labor market with healthcare adding 74,000 jobs while professional services shed 57,000 positions.

Bitcoin Tumbles Below $70,000 as Cryptocurrency Markets Face Continued Pressure

Bitcoin slipped below $70,000 on Monday following last week's volatile trading that saw the cryptocurrency briefly touch $60,000. The decline extends Bitcoin's retreat from October's record high, with the digital asset down approximately 50% from peak levels as institutional flows weaken and correlation with risk assets intensifies.

Technology Stocks Rally as Markets Add $1 Trillion to S&P 500 Valuation

U.S. equity markets extended Friday's powerful rebound on Monday, with technology stocks leading gains as chipmakers climbed 1.3% and software firms advanced more than 5% over two sessions. The S&P 500 edged higher following a surge that added $1 trillion in market capitalization, while the Dow Jones Industrial Average consolidated near the historic 50,000 milestone.

Goldman Sachs Elevates Nvidia Outlook Ahead of Critical February 25 Earnings Report

Goldman Sachs projects Nvidia will deliver a $2 billion revenue beat in its February 25 earnings report, with fiscal fourth-quarter revenue forecast at $67.3 billion. The investment bank maintains a $250 price target implying 35% upside, citing accelerating hyperscaler capital expenditure and strong AI chip demand as key drivers.