Wall Street closes the first session of the year with advances for the S&P 500 from +0.19% to 6,858 pointsfor him DOW JONES Ind Average from +0.66% to 48,382 points. While he Nasdaq OMX y NASDAQ 100 they close at baja in the 23,209 points with a correction of -0.14% and up to 25,191 points and a fall of -0.23%, respectively. While in the raw materials, gold and oil they correct.
Among the actions that more went up This Friday we found Sandisk with progress of around 12% thanks to a strong rally which has boosted its value in a very positive 2025 for the firm and analysts expect it to continue in this new year, according to Barron´s.
According to Financial Contentlos hedge funds have aggressively bet on the stock after its inclusion in the S&P 500, considering it a purely speculative alternative to more diversified semiconductor companies. He retail sentiment on platforms like X and Reddit remains high, although some bearish analysts warn that the stock’s 4x forward sales multiple is high by historical standards.
Micron Technolog has registered an increase of 8.3% thanks to the demand for his memoirs and optimism which continues to drive the semiconductor sector, despite fears of an artificial intelligence bubble.
According to Rolling Outthe estimates of GuruFocus suggest a reasonable value of $322.47 for Micron in one year, which implies a growth potential of 12.98% with respect to the current price.
On the other hand, Bernstein increased its price target for Micron to 330 dollarshighlighting the strong outlook arising from memory demand for AI.
On the side of the falls, AppLovin Rg-A started the year with a drop of around 7.6/8.3%. Despite having presented positive numbers in the last quarter with a growth of 68%, margins above 80% and a PER of 78 timesaccording to Yahoo Finance. Based on this forecast, the mobile advertising market could approach $1 trillion by 2030.
It is even expected that she will be one of the candidates to carry out a Stock split in this 2026.
Intuit has also shown a negative bias, falling by 4.9%. Although it remains on the radar of investors thanks to a combination of good operating results, strong positioning in cloud financial software and a growth narrative supported by artificial intelligence according to AD HOC News.
Top-of-the-line firms such as Morgan Stanley, JPMorgan, Goldman Sachs y Bank of America have recently reiterated their positive view on the firm, highlighting the combination of double-digit revenue growth in strategic segments and constant improvement in operating margins with appreciation potential, according to AD HOC News.
With respect to the economic datathis Friday the December manufacturing PMI. Which coincided with market forecasts at 51.8 points.
At 22.30hs ESP / 16.30hs EU. there will be presentation of the FED balance sheetThe previous one was 6,557 billion dollars, and reserve balances in the Federal Reserve banks, with a previous figure of 2,934 trillion dollars.
For the raw materials sector, the oil The year started slightly down with the Brent trading at $60.72 and Oil futures WTI at $57.42. Las geopolitical tensions They continue to be the main uncertainty in the market.
According to FX Streetwe have the tensions between kyiv and Russia in the face of the attacks of the first against the second. While both nations exchanged accusations of attacks on civilians during the New Year. All this under the watchful eye of Donald Trump.
This allows advances in the price of crude oil due to concerns about available supply amid escalating tensions.
According to Oilpricedespite the public dispute between two major OPEC producers, Saudi Arabia and the United Arab Emirates (UAE)it is expected that the broader group OPEC+ confirm in a sunday meeting that will keep production stable until the first quarter of 2026, they told Reuters on Friday delegates of the alliance.
He oro The year also started on the decline -1.45% to $4,339.10 per ounce despite the expectation of further interest rate cuts. However, some analysts see a positive scenario for the gold metal as Lukman Otunuga, senior FXTM analyst according to The Economics Time: «Precious metals have started 2026 on a very positive note…after a streak of profit-taking in the final days of 2025, bulls appear to be capitalizing on geopolitical risk and the hope of a US interest rate drop this year.»
Regarding the bond market, Treasury yields remained stable in the bond market. He 10-year Treasury yield rose to 4.18% from 4.17% on Wednesday. The performance of the two-year treasury bondswhich is more in line with expectations regarding the actions of the Federal Reserve, fell to 3.47% from 3.48% on Wednesday according to PBS News.