Bearish turn for the Dow Jones due to UnitedHealth

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By Jack Ferson

Bearish turn for the Dow Jones due to UnitedHealth

Bearish Tuesday for the DOW JONES Ind Average at closing at -0.83% at 49,003 points because of Unitedhealth GroAs we said at the opening Virtually flat rates for Medicare Advantage insurers despite having surpassed estimates for its quarterly results. Meanwhile, the S&P 500 y NASDAQ 100 they went up a +0.42% to 6,979 points and +0.88% to 25,939 points respectively in the anteroom of the Upcoming results for four of the Magnificent Seven.

The European Union announced that it had closed “the best deal ever” con Indiain clear responses to the tariffs promoted by Donald Trump against the old continent.

Furthermore, the Federal Reserve meeting It leaves investors waiting for its first monetary policy decision scheduled for this Wednesday. Although it is expected that there will be no changes.

Without forgetting a possible shutdown of the US government before the attempt of the Democratic senators to block a bill that would finance the Department of Homeland Security. The political reaction occurs after the fatal shooting of Alex Pretti at the hands of federal agents in Minneapolis, according to Yahoo Finance.

In corporate news, Amazonannounced the closure of its stores Amazon Fresh y Amazon Go to focus on services home delivery and at Whole Foodsa company acquired in 2017 according to Yahoo Finance.

«While we have seen encouraging signs in our physical Amazon-branded grocery stores, we have not yet created a truly distinctive customer experience with the right economic model for large-scale expansion,» the company stated in the statement.

According to sources close to the matter, Amazon plans to evaluate each location to determine which ones can become Whole Foods stores. The firm stated that it plans to open more than 100 new Whole Foods stores in the coming years, including the expansion of its smaller option, called Whole Foods Market Daily Shop. There are currently more than 550 Whole Foods stores in total.

Pinterest Rg-A announced plans to lay off 15% or 780 employees of its workforce to promote the adoption of artificial intelligence or AIaccording to Yahoo Finance.

The firm also plans to reduce its office space. The restructuring is expected to generate expenses of between 35 and 45 million dollars. Additionally, the company plans to reallocate resources to AI.

«Although the company is reducing its overall workforce with these short-term measures, it plans to reinvest in key areas of development and strategic opportunities,» the company stated.

Additionally, it plans to reallocate resources to AI-focused positions and teams that «drive AI adoption and execution,» prioritize AI-based products and capabilities, and accelerate the transformation of its «sales and marketing approach.»

He Conference Board Consumer Confidence Index unexpectedly fell 7 points in January, reaching a value of 84.5your level lowest since 2014 according to Yahoo Finance.

He expectations indexwhich measures consumers’ short-term outlook on business and labor market conditions, fell 9.5 points to 65.1below the level of 80 that usually warns of a recession.

Consumers mentioned the inflation, especially in gasoline and grocery prices, in their responses, collected through January 16. They also reported a reduction in purchases of big-ticket items, and their service spending plans for the next six months weakened.

“Mentions of tariffs, trade, politics and the labor market also increased in January, and references to health/insurance and war increased slightly,” he said. Dana Peterson, chief economist at the Conference Board.

We also had 5-year public debt auction (T-Note) with a performance of 3.823%.

Among the winning actions we have Lam Research (+7.02% to $238.52), Corning Inc (+15.60% to $109.76) and Amazon (+2.63% to $244.68)

Lam Research rises this Tuesday after the increase in the target price by Linx Equity of 175 to 280 dollars citing «undervalued earnings potential through 2027» despite the stock’s recent 125% rise over a six-month period, according to Studying.

The research firm believes Wall Street could still be underestimating Lam’s earnings power for this year and next, expecting the next earnings report to trigger another round of upward revisions to consensus estimates.

Lynx has increased its estimates of Wafer Fabrication Equipment (WFE) Market to $140 Billion by 2026 and $170 Billion by 2027compared to Wall Street estimates of 120-130 billion and 130-140 billion respectively, representing a cumulative WFE for 2026-2027 approximately one 50% above the period 2024-2025.

Corning rises this Tuesday after the increase in its target price by Wolfe Research of 100 to 130 dollars with a rating of better performance after a important agreement with Metaaccording to Investing.

The agreement of 6 billion dollars between Corning and Meta is for fiber, cabling and connectivity solutionsaccording to Wolfe Research’s analysis of Tuesday’s announcement.

Wolfe Research estimates that the deal will double Corning’s annual revenue from Meta, increasing from approximately $400 million to $1 billion a year.

The research firm noted that Corning is working to reduce risk in your fiber manufacturing expansions through agreements with customers that include mandatory purchase contracts, customer-funded capital expenditures or customer deposits.

Amazon rises after the news mentioned previously about the closure of Amazon Go and Fresh in pursuit of the home delivery service and Whole Foods, which brought the approval of investors.

Among the losing stocks we have Roper Technology (-9.64% to $369.27), UnitedHealth (-19.61% to $282.68) and Nike -B- (-2.92% to 63.10 dollars)

Roper falls after publishing fourth quarter 2025 results mixed. The firm obtained a EPS of $5.210.07 dollars better than expected, since an EPS of 5.14 dollars was expected. The income of the quarter stood at 2.06 billion dollarscompared to a forecast of 2.08 billion dollars, according to Investing.

Roper Technologies hopes in the FY 2026 EPS of $21.30-$21.50compared to a consensus forecast of $21.60.

UnitedHealth falls after what was previously mentioned in the opening of Wall Street about practically fixed rates for Medicare Advantage insurers.

Nike falls after accusing decrease in income in the middle of a slower position in the US, a limited presence in China and headwinds for Converseaccording to a report by the research firm BTIG shared by Investing.

These challenges have contributed to the 5.03% decrease in Nike’s revenue during the last sweet monthsdespite its position as a prominent player in the Textiles, Clothing and Luxury Goods industry.

BTIG noted that Nike has taken a more intentional approach for several seasons, choosing prioritize the North American market firstboth from the perspective of management capacity and investment.

The firm highlighted that Nike has recently shifted attention towards the China marketwhich he describes as an area of ​​greatest importance to investors and the company.

Los Oil futures WTI upload a +2.89% to $62.38 y Brent +2.78% at $66.57.

He Oro upload a +1.83% to $5,215 per ounce.

The pair EUR/USD upload a +1.31% a 1.2036.

Bitcoin upload a +1.57% to $89,554.

The ryield of US 10-year bonds upload a +0.45% a 4.233 already 30 years +0.83% to 4,845.

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