Stock Market Update
12-Feb-26 14:30 ET
S&P 500 Slides 1.1% as CHRW, BAX, and EXPD Plunge; Motorola Solutions Rises on Strong Q4 Beat
Dow -470.70
at 49649.49,
Nasdaq -364.96
at 22701.53,
S&P -75.63
at 6865.83
[BRIEFING.COM] The S&P 500 (-1.09%) is in second place on Thursday afternoon, down about 75 points.
Briefly, S&P 500 constituents C.H. Robinson (CHRW 159.27, -37.06, -18.88%), Baxter (BAX 18.71, -3.56, -15.99%), and Expeditors Intl (EXPD 138.87, -23.02, -14.22%) pepper the bottom of the standings. CHRW and EXPD slide owing in part to a mix of new CDL restrictions raising supply uncertainty, surging spot rates squeezing broker margins, and growing AI-driven disruption fears, with BAX retreating after a sizable Q4 EPS miss and FY26 guidance well below consensus, with flat organic growth signaling limited near-term earnings momentum despite management's restructuring efforts.
Meanwhile, Motorola Solutions (MSI 468.28, +47.15, +11.20%) is near the top of the average after posting a solid Q4 beat and issuing FY26 EPS and revenue guidance above consensus, reinforcing strong backlog visibility and continued earnings momentum.
