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Source document· March 18, 2026

Stock market today: Dow, S&P 500, Nasdaq slide after PPI inflation comes in hot ahead of Fed decision

View original at finance.yahoo.com
Stock market today: Dow, S&P 500, Nasdaq slide after PPI inflation comes in hot ahead of Fed decision US stocks fell on Wednesday after the latest reading on prices pointed to accelerating inflation as investors waited for the Federal Reserve’s latest policy decision…
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  • Nvidia received purchase orders for China-bound AI chips and is ramping up production network to meet demand

    60% confidence
  • President Trump's 60-day Jones Act waiver is a step to mitigate short-term oil market disruptions as US military continues Operation Epic Fury objectives

    60% confidence
  • Administration remains committed to continuing to strengthen critical supply chains

    60% confidence
  • It could take several weeks to secure the Strait of Hormuz. Until we've neutralized Iran's layered, asymmetric capabilities — mines, fast attack craft, submarines and drones — we won't want to put commercial or even escort ships through

    60% confidence
  • Investors bought downside protection for fast sell-off, but stocks have churned and leaked lower without panic, causing hedges to be unwound which creates buying flows and prevents fast decline

    60% confidence
  • Nvidia expects AI chip sales to surpass $1 trillion by 2027, not including latest products

    60% confidence
  • Looking to 2026 and beyond, we are ready to build on our progress

    60% confidence
  • At Macy's, we are offering more relevant brands, stronger storytelling and investing in our colleagues so we can better serve the customer

    60% confidence
  • US and Israel struck the South Pars gas field

    60% confidence
  • Iran's leadership remains strong and committed to keeping the Strait of Hormuz closed

    60% confidence
  • Bloomingdale's 10% comparable sales growth underscores its ability to elevate customer experience and capture demand across premium contemporary to luxury businesses

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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