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News articleNasdaq· February 11, 2026

Stocks Settle Mixed as Fed Rate Cut Chances Slip

View original at nasdaq.com
Stocks Settle Mixed as Fed Rate Cut Chances Slip The S&P 500 Index ($SPX) (SPY) closed unchanged on Wednesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.29%…
Opening lines of the source · Nasdaq · short snapshot — read the full document at the original

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  • Q1 revenue forecast of $158 million to $172 million

    80% confidence

  • Full-year Ebitda margin forecast of 18% to 19%

    80% confidence

  • Further rate cuts risk allowing high inflation to persist even longer

    80% confidence

  • Q4 earnings excluding Magnificent Seven expected to increase by +4.6%

    80% confidence

  • Full-year adjusted EPS forecast of $2.55 to $2.65

    80% confidence

  • Fed should hold rates at a somewhat restrictive level

    80% confidence

  • Full-year adjusted EPS forecast of $1.18 to $1.30

    80% confidence

  • S&P earnings growth is expected to climb by +8.4% in Q4

    80% confidence

  • Full-year revenue forecast of $835 million to $843 million

    80% confidence

  • Full-year revenue forecast of $2.79 billion to $2.80 billion

    80% confidence

  • Full-year net sales forecast of $13.25 billion to $13.75 billion

    80% confidence

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Pharma Pipeline Catalysts and M&A Heat Up as AI-Designed Drugs Enter the Clinic
Late-September 2026 brought a dense run of clinical readouts: Novo Nordisk's CagriSema data at EASD, Lilly's ADtouch results for EBGLYSS, and Merck's tulisokibart Phase 2b result. Lilly's $2.9B Merida Biosciences acquisition and the 2026-11-14 FDA PDUFA date for ivonescimab sit alongside these as the main deal and regulatory events. AI-designed drugs such as rentosertib, and speculative AI-linked trial ventures such as QAIAx, are moving from hype toward clinical validation. Broader AI-sector regulatory and legal friction (Tesla Cybercab probe, xAI Minnesota ruling, OpenAI lawsuits) shows rising scrutiny that could spill into AI-driven healthcare.
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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.
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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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