This Wednesday the bearish turn was given for him S&P 500with a drop of -0.0082% to 6.978 points. While the NASDAQ 100 y DOW JONES Ind Average remained on the rise +0.32% to 26,022 points and +0.02% to 49,015 points respectively after the decision of the Federal Reserve (FED) to keep interest rates unchanged in its first meeting of 2026 and with the Donald Trump’s intentions to put Jerome Powell on trial. Meanwhile, analysts will be waiting for the results from Microsoft, Meta and Tesla after the closing of Wall Street.
As we said this afternoon at the opening, interest rates remained unchanged in a range of 3.5% and 3.75% with 10 votes in favor and 2 against. These last two were by Chris Waller and Stephen Miran who were looking for a cut of 25 basis points.
Matt Luzzetti, chief economist at Deutsche Bankstated that he hopes officials «send a strong signal that, with the official interest rate now within the range of neutrality estimated by FED officials, the committee is well positioned to respond to the risks to both sides of its dual mandate if incoming data warrants an adjustment» according to Yahoo Finance.
In the midst of this continue the Tensions between Donald Trump and the FED after the criminal investigation against Powell on renovations to the central bank headquarters.
JPMorgan Chase y Bank of America announced that they will match the contribution of 1,000 dollars from the US government to the calls Trump Accounts for thousands of its American employees, according to Yahoo Finance.
Trump Accounts are a government program included in the Ley One Big Beautiful Bill, enacted by the president last year. Are tax-advantaged investment accounts are available for American children born between January 2025 and the end of December 2028 and they have a one-time contribution of $1,000 from the US Treasury
“JPMorganChase has demonstrated a long-term commitment to the health and financial well-being of all of our employees,” he stated. Jamie Dimon, CEO of JPMorganin a statement. “By matching this contribution, we make it easier for you to start saving early, investing wisely, and planning for your family’s financial future.”
With regard to other economic data we can highlight the IEA crude oil inventories at -2.295 million vs. -0.2 billion expected and the IEA weekly Cushing inventories at -0.278 million.
Among the winning actions we have Seagate Hldgs (+19.14% to $442.93), Intel (+10.99% to $48.76) and Unitedhealth Gro (+4.01% to $294.04)
Seagate rises after the quarterly results presented this morning as we pointed out at the market opening. The company registered some earnings of $3.11 per share after adjustments on some revenue of 2.83 billion in its second fiscal quarter. Analysts had expected the company to earn $2.81 per share, on revenue of $2.73 billion.
Intel rises after rumors that NVIDIA plans to collaborate with the firm for a next generation semiconductoraccording to Investing.
DigiTimesbased in Taiwan, reported that recent supply chain reports show that Nvidia, a symbol of the rise of enthusiasm around artificial intelligence, would work with Intel on the microarquitectura Feynman from Nvidia for cutting-edge graphics processing units, which are scheduled to launch in 2028. The technology giant Apple would also be part of the collaboration.
Citing supply chain sources, DigiTimes noted that companies are targeting productions of «low volume, low range, non-essential» to help comply with US chip manufacturing regulations and keep the relationship with Taiwan Semi Sp ADR, the world’s largest contract chipmaker.
It is expected that Feynman GPU input/output die partsa specialized chiplet that manages communication between the processor cores and external components, take advantage of the Intel’s 18A or upcoming 14A technologiesaccording to the report. The company will also handle up to a quarter of the final packaging requirements for the Feynman, while TSMC will oversee the remaining 75%.
UnitedHealth rises after qualification “Better performance” on the part of Keybanc with a target price of 400 dollars despite the bad news received yesterday about Medicare Advantage rates, according to Investing.
KeyBanc believes UnitedHealth’s current valuation is excessively discounted, approximately 11 times your earning potentialwhich represents a 40% below historical ranges for the stock. This vision is aligned with Investing data that shows a favorable PEG ratio of 0.58indicating that the stock is trading at a low PER relative to short-term earnings growth.
The firm hopes that the final Medicare Advantage rates for 2027 will likely improve to levels where health plans can at least maintain their margins, supporting their continued Outperform stance on the stock.
Among the losing stocks we have Axon Enterprise (-9.89% to $549.86), Carvana-A (-14.17% to $410.03) and Amgen (-2.59% to $342.22)
Axon falls despite the announcement next to Cassava Technologies in the Counder 2026 Conference in Cape Town, South Africaof a strategic alliance to develop, implement and jointly manage the Africa’s first comprehensive Carrier as a Service (OaaS) platform according to Yahoo Finance.
Customers and service providers will leverage AXON’s AI-enabled, real-time, multi-user, digital twin platform across Cassava’s extensive high-speed fiber backbone to connect millions of people and businesses across the continent and open new avenues for economic development and innovation.
Caravan falls after a report presented by Gotham City Researchs titled «Carvana: Bridgecrest and undisclosed transactions and debts»where it claims that Carvana’s 2023-2024 earnings are overstated by more than $1 billion and that the company is much more reliant on related parties than is disclosed. The report specifically highlighted the relationship between Carvana and DriveTimea company also controlled by Ernie Garcia II, father of Carvana CEO according to Yahoo Finance.
According to Gotham, DriveTime burned more than $1 billion in cash flow from its operating activities between 2023 and 2024while contracting a considerable debt. The report alleges that the leverage is located between 20 and 40 times its profitswell above its historical levels, which were limited to 10.3 times before 2023.
The report also states that Carvana sells loans to third parties at inflated rates while recording profits on the salesand Bridgecresta company 100% owned by García II, charges in exchange very low service fees to these third parties. Gotham City Research also pointed out what it calls accounting irregularities in reported sales commissions and service figures.
Amgen falls after the filing of a lawsuit by Sagebrush Health Services alleging the illegal termination of discount drug sales under the 340B Drug Pricing Programaccording to Yahoo Finance.
The lawsuit alleges that Amgen circumvented federal protocols and limited patient access to lower-cost medications for underserved communities.
The case raises questions about Amgen’s compliance with federal discount rules and its approach to safety-net health care providers.
Los Oil futures WTI they go up a +1.55% to $63.36 and the Brent and +1.34% to $67.48.
He Oroupload a +5.94% to $5,424.60 per ounce.
The pair EUR/USD falls a -0.76% a 1.1949.
Bitcoin falls a -0.09% to 89,006 dollars.
He US 10-year bond yield upload a +0.54% a 4.246 already 30 years +0.46% to 4,857.
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