Wall Street still worried about growing conflict in Iran by the US-Israeli coalition and the impact on oil price despite the optimism on the part of Donald Trump about the advances in the territory of the Persian country and the promises of security in the Oromuz Strait. Given this, the DOW JONES Ind Average, S&P 500 y NASDAQ 100 the falls at the close worsen in a -1.61% to 47,954 points, -0.56% to 6,830 points and -0.26% to 22,748 points respectively.
Trump stated on Wednesday that the United States «is in a very favorable situation on the war front,» while the White House announced that US forces had attacked more than 2,000 targets and were moving toward «total and complete control of Iranian airspace,» according to Yahoo Finance.
Concerns about supply eased after Trump announced that the United States will offer risk insurance and naval escorts for ships transiting the Strait of Hormuz, but damage to infrastructure and oil tankers There has been renewed concern in the region.
He diesel It has also been impacted by the Middle East conflict with the national gasoline average reaching its highest level of the year, with $3.25 per gallonon Thursday, an increase of $0.27 from the previous week, according to data from the AAA shared by Yahoo Finance.
He diesel went up 0.41 dollars during the same period, reaching $4.16 per gallonits highest level since 2023.
Regarding news about the Federal Reserve los economists de Bank of America, Aditya Bhave and Stephen Juneau has noted that tariffs have contributed approximately 50 basis points to the PCE core inflation«but that represents only half of the FED’s inflation problem,» the economists wrote in a note to clients published Thursday morning according to Yahoo Finance. More worrying, they wrote, is the rigid inflation of the services sectorwhich «justifies caution on the part of the FED.»
If the FED were to continue easing with deeper rate cuts, the central bank would run «the risk of a consolidation of inflation overshoot of 30-50 basis points» wrote Bhave and Juneau.
Traders currently estimate a probability of 97.3% that the FED leaves the target rate unchanged in the 3.5% al 3.75% at your next meeting Marchand they continue to wait for him to reduce rates between 25 and 50 basis points by the end of the year.
Among other economic data we had the January monthly import price index with 0.2% compared to the expected 0.3%, quarterly non-agricultural productivity (Q4) with 2.8% compared to the expected 1.9% and the January monthly export price index with 0.6% compared to the expected 0.3%.
We also had debt auction 4 weeks (T-Bill) with a performance of 3,640% and 8 week bonuses 3.630%.
Among the winning actions we have Atlassian Rg-A (+7.37% to $82.47), The Trade Desk Rg-A (+18.36% to $29.79) and Salesforce (+4.29% to $201.36)
Atlassian rises after his participation in the Morgan Stanley Technology, Media and Telecommunications Conference 2026 where the discussion focused on strategic change from a product-driven growth model to a more comprehensive approach aimed at enterprise customerswhile addressing the challenges and opportunities presented by AI and cloud migrations according to Investing.
Among the highlights we can point out:
- Atlassian is expanding developer focus to broader enterprise applications
- The company is leveraging AI as a growth engine, not a threat, to increase demand for programming development
- Cloud migration efforts are supported by programs like Ascend
- Jira Service Management is a key growth area, with increased focus on enterprise markets
- Partner ecosystem remains crucial, contributing significantly to revenue
The Trade Desk rises after the revelation of a substantial purchase of shares for him director ejecutivo Jeffrey Terry Green and for conversations with OpenAIaccording to Investing.
Green bought 6 million shares between March 2 and 4 at prices that ranged between 23.49 and 25.08 dollarsaccording to a presentation by Form 4 sent after the close of business on Wednesday. The total value of the purchases was $148,101,266.
The important internal purchase occurred when The Information reported that The Trade Desk maintains conversations with OpenAI to sell ads on the artificial intelligence platform.
Commenting on development with OpenAI, the DA Davidson analyst Tom Whitesaid: «A positive headline for a stock that could really use one of those, but it’s still too early to tell how big this monetization opportunity could be for TTD.»
Salesforce rises due to a positive assessment by investors of its artificial intelligence or AI strategyaccording to Barron´s:
- Your AI agent platform (Agentforce) is growing rapidly
- Annual recurring revenue for this product went from about $440 million to nearly $800 million in six months, an increase of about 82%
Among the losing stocks we have Lam Research (-3.73% to $214.68), RESPECT (-12.94% to $299.08) and Caterpillar (-3.56% to $705.90)
Lam Research falls after learning that Douglas R. Bettinger, Chief Financial Officer and Executive Vice Presidentsold 50,057 common shares on Wednesday for a total of $11,214,269 according to Investing. The shares were sold at a weighted average price of $224.03with individual sales prices that ranged between 223.90 and 224.39 dollars.
On the same day, Bettinger also exercised options to acquire a total of 77,750 Lam Research common shares in two separate transactionsfor a total value of 5,116,038 dollars. These transactions involved 51,270 shares priced at $49,092 y 26,480 shares priced at $98,153.
Respect falls despite having presented fiscal 2026 first quarter results con record revenue and significant profit growth driven by demand for AI-related infrastructure, according to Investing. Although investors have expressed concern about the Supply chain constraints and potential market saturation in the AI-driven connectivity space.
Network equipment vendor reported revenue of $1.43 billionrepresenting a year-on-year growth of 33.1% and exceeding analysts’ forecasts of $1.4 billion. He adjusted earnings per share reached $1.35more than double the $0.64 from the prior-year quarter and beating expectations of $1.16 by 16.38%.
Caterpillar falls due to current geopolitical environment contributing to general market weakness, profit taking after a previous big rally and risks in the Middle East. It is also one of the main Dow Jones stocks that register corrections.
Los Oil futures WTI they go up +6.70% to $79.66 and the Brent +3.75% at $84.45.
He Oro falls a -0.84% to $5,091 per ounce and the Plata falls a -0.94% at 82.40 dollars.
The pair EURUSD falls a -0.21% a 1.1608.
Bitcoin falls a -2.76% to $71,293.
He US 10-year bond yield upload a +1.20% a 4.132 already 30 years +0.59% to 4,745.
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