He conflict in the Middle East continues to tame the markets. This time it has been for the better, since the 15 points for Donald Trump presented before Pakistani officials to end the conflict in Iran brought some calm to Wall Street. For this reason the DOW JONES Ind Average, S&P 500 y NASDAQ 100 They rebounded at the close in a +0.66% to 46,429 points, +0.54% to 6,591 points and +0.77% to 21,929 points respectively.
The proposal is interpreted as a sign of the growing urgency of the Trump administration to stop the escalation of attacks, given the likely severe impact in economies according to Yahoo Finance.
Although President Trump has stated that the United States is in negotiations with Iran, Tehran has rejected claims of direct talks and on Wednesday he declared that rejected the American proposal. Still, news of the proposal tentatively boosted risk appetite and market bets on a possible interest rate cut by the Federal Reserve this year.
In corporate news, the ruling against Meta (Facebook) and Google (Alphabet-A)by the Spring Street Court in Los Angeles declaring both firms responsible for paying 3 million dollars in damages, according to Yahoo Finance.
The case, known as JCCP 5255was initially filed in 2023. The case revolved around a 20 year old womanidentified in legal documents as K.G.M., and his mother, Karen, who alleged that KGM’s use of social media, which began when he was 10 yearsled to a «dangerous dependence on (social media companies’ products), anxiety, depression, self-harm, and body dysmorphia.»
What makes the Los Angeles case unique is that, instead of trying to convince the jury that the Meta and YouTube content was harmful, the plaintiff’s attorneys focused the case on the very design of social media platforms.
This allowed them sidestep arguments related to Section 230 of the Communications Decency Actwhich protects companies from liability for what their users post on their platforms.
Advanced Micro D e Intelposted gains on Wednesday after Nikkei Asia reported that both chip manufacturers informed their customers that They would increase the prices of their central processing units (CPU) starting in March and April, respectively according to Yahoo Finance.
These price increases occur in a supply shortage context which is affecting wait times for server and PC CPUs. An executive at a server manufacturer told Nikkei Asia that the wait time for a CPU has skyrocketed, from an average of one to two weeks to between eight and twelve weeks. Major PC manufacturers Dell (DELL) y HP (HPQ), They have also stated that CPU supply has not been able to meet demand.
As to economic data we had the checking accounts (4T) with -190.7B compared to the -211.0B expected, the February monthly import price index with 1.3% compared to the expected 0.6%, the February monthly export price index with 1.5% compared to the expected 0.5%, IEA crude oil inventories for 6.926M compared to the -1.300M expected and the IEA’s weekly crude oil inventories in Cushing for 3.421M compared to the previous 0.944M.
We also had 5-year public debt auction (T-Note) with a yield of 3,980%.
Among the winning actions we have Arm Hldg Sp ADR (+16.34% to 157.01 dollars), HP Enterprise (+7.93% to $25.80) and Sherwin-Williams (+2.64% to $321.97)
Arm Holding goes up as we said this afternoon after launching his first chip for data centers.
HP Enterprises rises after the decision of the UK Court to order that the estate of late tycoon Mike Lynch pays 920 million pounds ($1.23 billion) to the signature as compensation, costs and interest for the acquisition of Lynch’s company, Autonomy, by Hewlett-Packard (HP)following a 2022 British court ruling that found Lynch had tricked the American company into paying £8.2 billion ($10.906 billion) by the software company according to The Guardian.
HP split into two independent companies in 2015: one still called HPfocused on printers and computers, and software and hardware company HPE.
It is estimated that the assets of the deceased businessman amount to about 500 million poundssterling ($665 million)so the compensation could bankrupt you.
Sherwin-Williams rises not because of a specific fact, but because of the recovery of the Dow Jonessince it is one of the main participants in the selective. In addition, some analysts expect an improvement in the economy, which translates into greater spending on infrastructure.
Among the losing stocks we have Verisk Analytics (-4.97% to 185.05 dollars), Micron Technolog (-3.40% to $382.09) and Nike -B- (-0.95% to $52.98)
Verisk falls despite having presented alongside the American Property and Casualty Insurance Association (APCIA) preliminary results Encouraging 2025 U.S. property and casualty (P&C) underwriting ratesaccording to Yahoo Finance.
According to key financial indicators for private P&C insurers in the US, the industry recorded a estimated net subscription profit of approximately 63 thousandmillion dollars. This represents a significant improvement from the $23 billion underwriting profit in 2024 and the $22 billion underwriting loss recorded in 2023.
“The industry delivered one of its best underwriting results in years in 2025, supported by a near-record low combined ratio, but this result was due more to unusually low catastrophe losses than a fundamental change in industry risk,” he said. Saurabh Khemka, President of Verisk Underwriting Solutions. “A nearly 90 percent decline in hurricane-related claims in 2025 substantially reduced catastrophe losses, an improvement that reflects fewer hurricanes making landfall in the United States, rather than a change in underlying exposure.”
Micron falls after announcing the initiation of cash tender offers for all six series of its outstanding senior bonds for a total amount of 5.4 billion dollars in principal, according to Yahoo Finance.
The public offerings cover bonds with maturities ranging from 2031 to 2035, according to a news release. The series include $1 billion of 5.300% bonds due 2031, $500 million of 5.650% bonds due 2032, two series totaling $1.65 billion of 5.875% bonds due 2033, $1 billion of 5.800% bonds due 2035, and $1.25 billion of 6.050% bonds due 2035.
Nike falls after the reduction of the target price by Telsey Advisory Group of 72 a 65dollarsmaintaining the rating of “market performance” citing pressures on the margins according to Investing.
The analyst Christina Fernandez noted that the firm continues to focus attention on the medium-term perspectives and strategic actions that could allow Nike to return to growth. The firm looks for decreasing pressures in the gross margin due to tariffs and rebates that can return Nike to operating margin expansion.
Nike faces a drop of approximately 400 basis points in operating margin in fiscal 2025 and expectations of another drop of approximately 200 basis points in thefiscal year 2026. The company’s strategic priorities include product innovation with launches in running, soccer, basketball, training and sportswear footwear and apparel.
Los Oil futures WTI caen one -1.20% at 91.24 dollars and the Brent -2.08% at 98.15 dollars.
He Oroupload a +2.80% to $4,558 per ounce and the Plata +3.36% at $71.90.
The pair EURUSD falls a -0.40% a 1.1560.
Bitcoin falls a -0.08% to $70,928.
He US 10-year bond yield falls a -1.55% a 4.326 already 30 years falls -0.93% to 4,894.
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