The artificial intelligence or AI It continues to be the driving force of the market for better or worse. It’s just that while yesterday Anthropic AI news led to a strong correction IBMtoday he does exactly the opposite after a virtual event where I announce partnerships with various software stocks like Salesforce, FactSet Resh Sys y DocuSign. Which led to a recovery for the DOW JONES Ind Average, S&P 500 y NASDAQ 100 for closing in a +0.76% to 49,174 points, +0.77% to 6,890 points and +1.04% to 22,863 points respectively.
Another bullish factor was that Advanced Micro D y Meta (Facebook) signed an agreement for the first to deliver a large number of GPUs for the second’s AI development, as we announced in a previous article.
But fears still remain about whether AI will replace people in their jobs as expressed by Goldman Sachs economist, Pierfrancesco Meiin a new note on Tuesday according to Yahoo Finance.
«Job losses in industries affected by AI have been visible but moderate. AI-driven substitution could slightly raise the unemployment rate in 2026, with upside risks from faster adoption and greater substitution,» Mei said.
Mei’s research revealed that the job growth has slowed and has turned negative in some subindustries where AI is most prepared for implementation.
The economist expects the unemployment rate to rise 4.5% by the end of the year, from the current 4.3%, in part because AI is replacing jobs.
However, the Donald Trump’s trade war continues to give something to talk to the global tariff of 10% which has brought resentment among its trading partners such as the European Union and Japan, leaving them in a worse situation than at the beginning of this tax crusade.
Among other corporate news, Tesla demanded to the California Department of Motor Vehicles to reverse a decision that claimed Tesla had falsely advertised the capabilities of its self-driving software, reopening the legal battle after the California DMV announced it would take no action to suspend Tesla’s licenses to sell cars in the state according to Yahoo Finance.
On the other hand, a US judge refused to dismiss lawsuit against Tesla which accused the company of discriminate against Americans in its hiring practices, as reported Reuters.
We continue in the legal field with Spirit Airlines since the firm reached an agreement with its creditors that will allow it to get out of the bankruptcy process this year, according Yahoo Finance.
The company stated in a press release that the agreement will provide Spirit with the financial support necessary to finalize its restructuring and complete the changes necessary to optimize the company’s fleet, network and cost structure.
The airline plans to emerge from the Chapter 11 bankruptcy process in late spring or early summer.
The announcement comes after the ailing airline has been the subject of multiple merger and acquisition offers in recent years.
As regards economic data we had the The Conference Board consumer confidence for February with a 91.2 compared to the expected 87.4 and the GDPNow de la FED de Atlanta (1T) with 3.1% in line with expectations.
We also had 2-year public debt auction (T-Note) with a performance of 3.455%.
Among the winning actions we have Advanced Micro D (+8.77% to $213.84), Keysight Technol (+23.05% to $301.48) and Salesforce (+4.10% to $185.46)
AMD rises because of what we mentioned above with its agreement with Meta.
Keysight Technologies rises after the rating improvement by Bank of America Securities of neutral to buy and a price target of $340 from $195 citing a order growth stronger than expected and a benefits guide improved, according Investing.
The test and measurement company reported that core orders grew 22% year-over-year in its fiscal first quarter ended in January, beating BofA’s 11% growth expectation. He analyst David Ridley-Lane noted that order strength was widespread across the company’s business.
Keysight raised its framework for the fiscal year 2026 for adjusted earnings per share growth to more than 20% interannual from a previous perspective of more than 10%. The new guide involves a Adjusted EPS of $8.59 or more by fiscal year 2026, above the consensus estimate of $8.11.
Salesforce rise before him change of perspective on AI by the analysts of Wedbush noting that concerns about its replacement are exaggeratedaccording to Investing.
Analysts said the market is confusing foundational model capability with complete enterprise software replacement. The demonstrations of Anthropic y OpenAI They show the intelligence of the model, but lack workflow orchestration, compliance infrastructure, auditability, security controls, integrations, billing systems, uptime guarantees, and enterprise-grade service level agreements.
Foundational models sit within workflow engines rather than replacing them, analysts said. AI agents require layers of orchestration to execute actions across systems, and existing platforms already have that orchestration.
Among the losing stocks we have Texas Instrument (-2.94% to $213.39), Fair Isaac (-4.21% to $1,227.63) and Unitedhealth Gro (-2.97% to $273.95)
Texas Instrumental falls after the announcement of a reduction in its capital investment for fiscal year 2026according to GuruFocus. The firm plans to allocate between 2,000 and 3,000 million dollars, a decrease compared to approximately $4.6 billion spent in 2025.
Despite the reduction, Texas Instruments seeks to continue driving technological development and revenue growth. The company also updated its target inventory days at between 150 and 250 days to maintain customer service levels and minimize inventory obsolescence. Future capital investment will be adjusted based on revenue and growth expectations.
Fair Isaac falls despite presenting good results for the first quarter 2026according to AD-HOC News.
During the first quarter of its fiscal 2026 year, Fair Isaac reported a significant increase in its income of approximately 16%reaching the 512 million dollars. Furthermore, the adjusted earnings per share was located in $7.33greatly exceeding market expectations. The question of why investors respond with sell-offs rather than applause is a pressing one. Analysts suggest that market participants are looking beyond the immediate quarterly numbersapplying a more critical perspective to the future valuation of the stock and the impact of the general macroeconomic climate on credit rating demand.
UnitedHealth falls due to several factors such as Possible Medicare Advantage Flat Rates and one reduction in income for this year, according to Simply Wall Street.
There is concern in the market about the possible “flat” reimbursement rates to Medicare Advantagethe most profitable program for UnitedHealth. A minimal increase in these rates (well below what was expected) may put even more pressure on segment margins and business volumeand it is one of the catalysts that has depressed the stock’s value recently.
Furthermore, he has anticipated that his revenue could decrease in 2026something that had not happened in decades. This weaker projection has led analysts and funds to reduce expectations and valuations for the business, pushing the stock lower.
Los Oil futures WTI caen one –0.06% at $66.27 y Brent +0.20% at 71.25 dollars.
He Orofalls a -0.94% to $5,176 per ounce and the Plata upload a +0.79% to $87.26.
The pair EURUSD falls a -0.08% a 1.1776.
Bitcoin falls a -0.83% to 64,116 dollars.
He US 10-year bond yield upload a +0.25% a 4.036 already 30 years fall -0.19% at 4,687.
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