Stock Market Today, Feb. 10: Markets Slide Lower as December Retail Figures Underwhelm

By Josh Kohn-Lindquist – Feb 10, 2026 at 7:03PM ESTSNPINDEX: ^GSPCS&P 500 IndexToday's Changeangle-down(-0.33%) $23.01Current Price$6941.81Price as of February 10, 2026 at 4:41 PM ETOn Feb. 10, 2026, the major indexes wavered on mixed earnings reports and disappointing retail signals.The S&P 500 (^GSPC 0.33%) fell 0.36% to 6,939.78 after briefly tagging a record intraday high, the Nasdaq Composite (^IXIC 0.59%) slid 0.59% to 23,102.47 on tech softness, while the Dow Jones Industrial Average (^DJI +0.10%) edged up 0.10% to 50,188.15 for a fresh record close.Market moversWhile many big tech names slid today, cloud observability and security leader Datadog saw its shares spike 14% after reporting Q4 revenue growth of 29%. S&P Global was the biggest loser in the S&P 500, dropping 10% today after its guidance missed analysts’ expectations.Elsewhere, S&P 500 component Costco and Dow member Walmart dipped 3% and 2% respectively, as December’s retail figures didn’t live up to Wall Street’s hopes. Despite Walmart’s decline today, the Dow Jones Industrial Average reached a new record close, up 4.5% so far in 2026.What this means for investorsThe discrepancy between the three indexes’ results today continues to show the market’s slight shift back toward lower-risk stocks and away from higher-risk ones. For instance, over the last three years, Invesco’s S&P 500 High Beta ETF has tripled the returns of its S&P Low Volatility ETF. However, over the last month, the low-volatility ETF is up 5%, whereas the growth-stock ETF has remained largely flat.It will be interesting to see whether this market rotation continues for an extended period or is just a blip before the AI and data center boom resumes its rise.Read NextFeb 10, 2026 •By Anthony Di PizioIs President Trump About to Oversee Another Sharp Stock Market Sell-Off? Here's What Could Happen Next.Feb 9, 2026 •By Howard SmithStock Market Today, Feb. 9: Oracle Climbs on AI Optimism Despite Software Sector WeaknessFeb 8, 2026 •By Sean WilliamsStatistically, One of Wall Street's Most Accurate Forecasting Tools Is Calling for the S&P 500 to Plunge at Least 33%Feb 8, 2026 •By Sean WilliamsPrediction: The Trump Bull Market Will Come to an Abrupt End From an Unlikely Source -- the Federal ReserveFeb 7, 2026 •By Sean WilliamsHow Likely Is a Stock Market Crash Under President Donald Trump? Several Century-Old Data Sets Offer an Answer.Feb 7, 2026 •By Sean WilliamsFor Better or Warsh: The Federal Reserve May Be Wall Street's Ticking Time Bomb in 2026About the AuthorJosh Kohn-Lindquist is a contributing Motley Fool stock market analyst covering consumer goods, industrials, and technology stocks. Previously, Josh was a senior mutual fund accountant at Gemini Fund Services. He holds a bachelor’s degree in business management from the University of South Dakota.TMFJorykoX@JorykoliStocks MentionedS&P 500 IndexSNPINDEX: ^GSPC$6941.81 (0.33%) $23.01NASDAQ Composite IndexNASDAQINDEX: ^IXIC$23102.47 (0.59%) $136.20Dow Jones Industrial AverageDJINDICES: ^DJI$50188.14 (+0.10%) $+52.27*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.