This short week has once again been dominated by the American-Israeli conflict against Iran con strong statements by Donald Trump. The American president has promised «hit Iran hard» y «take it back to the Stone Age». This suggests that the attacks could be intensified. Meanwhile, the deputy foreign minister of the Persian country has announced that it has prepared a protocol with Oman to manage traffic Strait of Hormuz. Given this, the DOW JONES Ind Average has been the only one who has closed on Thursday and the week down by a -0.13% to 46,504 points. While the S&P 500 and Nasdaq managed to move into the green at the end of the day by +0.11% to 6,582 points and +0.18% to 21,879 points respectively.
In the midst of the increase in oil and its effects on all industries, oil prices jet fuel have seen an increase in 100% and affected airline stocks according to Yahoo Finance.
«Asian refiners have had to reduce their utilization rates due to crude oil shortages, further aggravating the supply situation,» said Andy Lipow, president of Lipow Oil Associates.
“To top it off, China, Korea, Thailand and Pakistan “They have restricted exports of refined products,” Lipow added.
In other corporate news, Ford Motorhas reported a difficult start to the year. But these reflect what happened on last year more than what has passed since the current one, according to Yahoo Finance.
Ford registered U.S. sales of 457,315 vehicles During the first trimester, a 8.8% less than the previous year, what follows falling sales of its rival General Motors in the first quarter.
A year ago, American buyers flocked to dealerships in response to the automobile tariff forecastdriving the industry’s sales pace to 18.4 million vehicles in March 2025 alone, the highest monthly pace since April 2021.
“That wave of purchases brought forward massive demand, making comparison with the first quarter of 2026 difficult,” according to Ford. GM noted yesterday that the harsh winter during much of January and February made the situation worse.
The trucks Ford F-Seriesthe best-selling vehicle in the United States, were the most affected, with a drop in sales of the 16% in the first quarter, until 159,901 units.
With regards to economic data we had the February exports for 314.80B compared to the previous 302.20B, February imports for 372.10B compared to the previous 356.90B, the Federal Reserve February Goods Trade Balance by -84.60B compared to the previous -81.80B, the GDPNow de la FED de Atlanta (1T) with 1.6% compared to the expected 1.9%, number of Baker Hughes oil rigs by 411 compared to the previous 409 and count of active fields in the USA of Baker Hughes by 548 compared to the previous 543.
We also had 8-week bond auction (T-Bill) with a yield of 3,620% and 4-week debt (T-Bill) by 3,620%.
Among the winning actions we have DoorDash Rg-A (+3.95% to $156.45), SBA Cmmns REIT-A (+18.93% to 204.04 dollars) and IBM (+2.06% to $248.16)
Doordash rises after receiving a rating of buy on the part of Bank of America Even though internet stocks have fallen a 23% compared to the 5% of the S&P 500 due to the macroeconomic concerns con minimum revenue revisions for 2027 y limited exposure to competition driven by the artificial intelligence or AIaccording to Investing.
The firm identified five main concerns of investors weighing on the sector: levels of capital expenditure and declining return on invested capital, new initial public offerings and fund flows, the disruption of artificial intelligence, macroeconomic uncertainty arising from higher gas prices and social media litigation.
At the end of the first quarter, the internet sector covered by BofA was valued at 10 times 2027 EBITDAbelow the five-year average of 16 times. Los ratiosprice-earnings and price-free cash flow They were also trading below the five-year averages, in 15 times compared to an average of 33 times.
SBA Communications rises after knowing a report of Bloomberg indicating that the telecommunications tower company is exploring strategic optionsincluding a possible sale according to Investing.
The tower owner and operator has received preliminary acquisition interest from large infrastructure funds, according to the report. SBA Communications is working with advisors to gauge interest.
The deliberations are at an early stage and there is no certainty that they will lead to a transaction, according to people familiar with the matter cited in the report.
IBM rises after announcing a association with Arm Hldg Sp ADR to develop dual architecture hardware designed to run AI and data-intensive workloads, according to a press release shared by Investing.
The announcement comes as IBM, with a market capitalization of $228 billion, is trading below its fair value, suggesting the stock could be undervalued despite recent market headwinds. The company’s shares have fallen 17% so far this year, potentially creating an opportunity for long-term value-focused investors in the most undervalued stocks.
Among the losing stocks we have Tesla (-5.42% to 360.59 dollars), Carnival (-3.46% to $25.66) and Sherwin-Williams (-2.36% to $318.01)
Tesla falls after having communicated 358,000 vehicle deliveries in the first quarterand 14% less than in the previous quarter, while 370,000 were expected as we indicated at the opening.
Carnival falls after learning that director, Sir Jonathon Bandsold 12,000 common shares of the company in two transactions, according to a press release shared by Investing.
On March 31, Band sold 12 shares at $24.98 per share. The next day, April 1, he sold 11,988 shares at $26.19 per share on the New York Stock Exchange.
The transactions involved common shares with a par value of $0.01 per share. The notice was presented as an initial disclosure of transactions by a person exercising management responsibilities.
Sherwin-Williams falls dragged by the correction of the Dow Jones.
Los Oil futures WTI upload a +11.56% to $111.69 y Brent +7.46% at 108.71 dollars.
He Oro falls a -2.30% to $4,702 per ounce and the Plata -4.17% at 72.89 dollars.
The pair EURUSD falls a -0.47% 1.1536.
Bitcoin falls a -1.91% to $66,869.
The 10-year US bond yield falls a -0.21% a 4.311 already 30 years -0.39% to 4,883.
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