Dow Jones, S&P 500 and Nasdaq rise at the close after the weekly losses of the technology companies

Nevertheless, Amazon gave the bad grade after the fourth quarter results 2025 as we pointed out in the opening. Jeff Bezos’ signature reached fourth-quarter profit of $21.19 billion, or $1.95 per sharewhen analysts had expected somewhat higher profits of $1.97 per share. Much better was the game incomewith a figure of $213.39 billion which exceeds the market estimate of 211.32 billion.

For him current quarterAmazon predicts sales of between 173,500 and 178,500 million dollarswhich represents a growth of 11% al 15%. Analysts had expected $175.6 billion. But what seems to worry the market is, above all, the high outlay to feed the AI ​​business. The company has projected that capital investment will reach 200 billion dollars this year, while analysts had expected $146.6 billion.

The other Big Techs have already referred to the increase in AI spending:

• Alphabet-A informed its investors on Wednesday that its equity investment would be between 175,000 and 185,000 million dollars this year
• Meta (Facebook) informed its investors that it would invest between 115,000 and 135,000 million dollars in 2026
• The annual projection rate of Microsoft for its fiscal 2026 year, which began in July, would put the company on track to achieve capital expenditure of 145 billion dollars

In news about Federal Reserve Vice President Philip Jeffersonstated on Friday that it considers the central bank’s benchmark interest rate to be «broadly in a neutral range» and that it will closely examine the data when considering any additional rate cuts based on Yahoo Finance.

«The current monetary policy stance is well positioned to address the risks to both sides of our dual mandate,» Jefferson declared in a speech at la Brookings Institution en Washington, D.C. «Our policy stance should help stabilize the labor market while allowing inflation to resume its decline toward our 2% target.»

The fall and subsequent recovery of Bitcoin (BTC) has been echoed among experts as Sean Farrell, Head of Digital Assets at Fundstrat according to Yahoo Finance: «From a sentimental perspective, comparisons between cycles are always imperfect, but anecdotally, there is an enormous sense of fear and fatigue among native cryptocurrency participants»

He University of Michigan Consumer Confidence Index for February was located in 57.31.6 points more than in January, but 11.4% less than last year’s level of 64.7. This increase exceeded forecasts, and data from Bloomberg indicate that economists expected this report to be lower than that of January, with 55.

Meanwhile, the February consumer expectations were 56.6 compared to the expected 56.7, the February 5-year inflation forecast was 3.4 compared to the previous 3.3 and the current conditions for february They were 58.3 compared to the expected 54.9.

«While confidence is currently at its highest level since August 2025, recent monthly increases have been small (well below the margin of error) and the overall level of confidence remains very low from a historical perspective. Concern about the deterioration of personal finances due to high prices and the high risk of job loss remains widespread,» he stated. Joanne Hsu, director of consumer surveys at the University of Michiganin the statement.

Among the winning actions we have Strategy Rg-A (+26.11% to 134.93 dollars), Robinhood Mkts Rg-A (+13.95% to $82.82) and NVIDIA (+7.87% to $185.41)

Strategy rises despite bad results for the fourth quarter 2025 and on par with the Bitcoin (BTC) price recovery

Strategy registered a loss in the fourth quarter of $42.93 per sharecompared to analyst expectations for a profit of $2.97 according to Investing. Los income increased to 123 million dollars compared to a consensus estimate of $118.8 million.

Strategy registered a operating loss of $17.4 billion in the quarter, driven almost entirely by unrealized losses on your Bitcoin holdings under fair value accounting rules adopted in early 2025.

In comparison, the prior year quarter included 1 billion dollars in digital asset impairment charges under the previous cost less impairment accounting model.

The net loss attributable to common shareholders was expanded to 12.6 billion dollars from $670.8 million a year earlier.

Las Bitcoin holdings increased to 713,502 coinsincluding more than 41,000 acquired in January 2026 alone.

Robinhood goes up after the buy recommendation by Truist Securities. Although he reduced the target price in the 130 dollars. However, he made a reservation in this regard according to Investing.

The brokerage firm cited the recent drop in cryptocurrency prices as the main reason for the adjustment. Robinhood stock has seen significant pressure this week, falling along with the broader cryptocurrency market. The data reveals that the stock has fallen 26.94% in just one week, with its RSI suggesting the stock is now in oversold territory.

Despite the price target reduction, Truist Securities indicated that the market reaction could be excessive, noting that cryptocurrencies represent only the 19% of income from Robinhood and the 12% of its growth for the year according to consensus estimates. This perspective aligns with the impressive 74.58% revenue growth of the company during the last twelve months.

Nvidia goes up after statements from its CEO, Jensen Huangon current AI infrastructure spending, calling it appropriate and sustainable amid investor concerns about tech companies’ capital expenditures according to Investing.

Speaking to CNBC on Friday, Huang predicted that AI infrastructure construction would continue for seven or eight yearsdriven by the extremely high demand for AI technology.

«AI has become useful and very capable,» Huang said. «Its adoption has become incredibly high.»

Among the losing stocks we have Amazon (-5.55% to 210.32 dollars), Molina Healthcare (-25.52% to $131.71) and Verizon Comm (-1.72% to $46.29)

Amazon falls after the results of the fourth quarter as we mentioned at the beginning of the article.

Molina Healthcare falls after the results of the fourth quarter 2025 where it reported a adjusted loss per share of $2.75contrasting sharply with the expected EPS of $0.34 according to Investing.

Despite this, the premium income of the company for the quarter were 10.7 billion dollarscontributing to a annual total of $43 billionwhich marks a 11% year-on-year growth. Despite these gains, the Adjusted EPS for the full year was from $11.03suggesting operational difficulties.

Without forgetting that he plans abandon its Medicare Advantage product by 2027focusing on offers of Medicaid y Marketplace.

Verizon falls after announcing the resignation of its director of the consumer division, Sowmyanarayan Sampath according to Yahoo Finance.

This change occurs at a time when the new CEO, Dan Schulmandrives a broad transformation that includes the integration of the acquisition of Frontier Communications.

Management also focuses on measures of cost efficiencies, staff reductions and a significant share buyback program.

Before finishing with the rest of the quotes, Technical analyst of Investment Strategies, José Antonio Gonzálezshares his analysis of the Mini S&P 500 Future:

The price of the Mini S&P 500 Future is managing to recover positions throughout today’s session. Specifically, it is doing so as a result of the perfectly identified intermediate support around 6814 / 6771 points, the maintenance or respect of this intermediate support area enables purchases to keep the risks of correction limited, at least in the short term, and therefore allows considering as a highly probable context for next week to propose attacks on the current annual and historical maximums identified in the area of ​​7044 / 6994 points.

Exceeding 7044 would enable the projection of the width of the last lateral or range process from the breakout point, generating a minimum theoretical ascent objective located at 7540 points, generating an added bullish potential close to +7%.

Mini S&P 500 (ES) future on daily scale with volatility (upper center chart), MACD (lower center chart) and trading activity (lower window). Source: ProRealTime and own elaboration.

Los Oil futures WTI they go up a +0.33% at $63.50 y Brent +0.55% at 67.92 dollars.

He Oroupload a +1.84% to $4,979 per ounce and the Plata and +0.54% at 77.12 dollars.