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News articleYahoo Finance· March 5, 2026

Stock market today: Dow falls more than 1,000 points, S&P 500 and Nasdaq tank as Iran war jitters return with another oil surge

View original at finance.yahoo.com
Stock market today: Dow falls more than 1,000 points, S&P 500 and Nasdaq tank as Iran war jitters return with another oil surge US stock losses accelerated on Thursday as Wall Street failed to build on a rebound session, with conflict in the Middle East holding focus amid a renewed surge in oil prices…
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  • Block seeing 40% increase in engineering productivity since September

    80% confidence
  • Fed continuing easing would risk that a 30-50bp inflation overshoot gets entrenched

    80% confidence
  • US doing very well on the war front

    80% confidence
  • Tariffs contributed roughly 50 basis points to core PCE inflation, but that's only half the Fed's inflation problem

    80% confidence
  • Absolutely believes in Berkshire and inherited company with incredible foundation

    80% confidence
  • US will offer risk insurance and naval escorts for ships transiting Strait of Hormuz

    80% confidence
  • Goal was to demonstrate alignment with shareholders as CEO

    80% confidence
  • American forces moving toward complete and total control of Iranian airspace

    80% confidence
  • Will use all take-home pay to keep buying Berkshire stock

    80% confidence
  • Nvidia has not yet generated any revenue from H200 chips for China

    80% confidence
  • Strait of Hormuz remains open but increasingly threatened tankers attempting to cross

    80% confidence
  • Sticky services inflation warrants caution from the Fed

    80% confidence
  • AI revenue growth is accelerating

    80% confidence
  • Broadcom achieved record Q1 revenue on continued strength in AI semiconductor solutions

    80% confidence
  • 75% of Cash App customer service handled through automation

    80% confidence
  • Q1 AI revenue of $8.4 billion grew 106% year over year, above forecast

    80% confidence
  • Better to automate early than too late; advice to fellow CFOs

    80% confidence

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Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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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
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Where sources disagree
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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