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Stock impact report

CNBC Daily Open: AI fears and tariff confusion spook U.S. markets [CNBC]

International Business Machines Corporation (IBM) 
Last international business machines corporation earnings: 4/20 04:08 pm Check Earnings Report
US:NYSE Investor Relations: ibm.com/investor
Company Research Source: CNBC
Oil retreated from a six-month high on Monday. U.S. stocks fell Monday on AI fears and tariff confusion. Buy the dip, Wall Street analysts say. In this article Traders work on the floor of the New York Stock Exchange during afternoon trading on Feb. 20, 2026 in New York City. Michael M. Santiago | Getty Images Taken from CNBC's Daily Open, our international markets newsletter — Subscribe today Investors lost their sense of security in the business of cybersecurity companies after Anthropic on Friday launched Claude Code Security , which it said can scan code for vulnerabilities and suggest solutions. Shares of CrowdStrike Palo Alto Networks and Cloudflare slumped, but it was IBM that was hit the worst , plunging nearly 13.2%. The “pure tariff chaos”— as Bernd Lange, the chair of the European Parliament's Committee on International Trade, put it — also contributed to the uncertainty in markets. The European Union on Monday said its trade deal with the U.S. was “on hold Show less Read more
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