Wall Street closes on mixed Tuesday after Donald Trump’s statements about a possible end of the conflict with Iran. Although since Israel they point out that it’s not over yet. This has led to a oil price correctionwhich calms concerns about inflation. For this reason the DOW JONES Ind Average y S&P 500 close in red with a –0.07% to 47,706 points and -0.21% to 6,781 points respectively. While the NASDAQ 100 go up and +0.01% to 22,697 points.
He Energy Secretary Chris Wrightannounced in a post later deleted that the US Navy successfully escorted a tanker through the Strait of Hormuz. This important waterway has been paralyzed since the start of the war, according to Yahoo Finance.
Yesterday Trump stated that the offensive between the United States and Israel has effectively cut off Iran’s naval and air capabilitiesand that it was «a lot» ahead of the expected deadline of four to five weeks.
At the same time, the Israeli leader Benjamin Netanyahuclaimed the offensive was «not over yet» before launching a new wave of attacks on Tehran on Tuesday.
Meanwhile, the G7 nations They ask the International Energy Agency (IEA) to prepare for possible releases of barrels of the strategic petroleum reserves (SPR) of the G7 member countries, which has caused a further drop in oil prices according to Yahoo Finance.
In statements published by Bloomberg, the French finance minister, Roland Lescurestated that G7 countries want to be ready to release barrels of their SPR and that the bloc has asked the IEA to study how much volume could be added to the market.
In corporate news the Chinese electric vehicle or EV manufacturer, Nio Sp ADS-Aannounced having registered some record revenue of 34.6 billion Chinese yuan (approximately 5 billion dollars), compared to the estimated 33.2 billion yuan, thanks to strong demand for its SUV Premium according to Yahoo Finance. Los quarterly earnings were $0.05 per share with respect to estimates by 0.01 dollars, according to S&P Global Market Intelligencebut they reached a important profitability milestone.
Los 17.5% gross margins also accelerated from 11.7% in the fourth quarter of last year, while operating expenses on research and development decreased.
Las deliveries of 124,807 vehicles increased by 71.7% compared to the fourth quarter of 2024.
NVIDIAannounced an agreement con Thinking Machine Labsrival of OpenAI, for which the former will provide 1 gigawatt of AI chips along with significant investment about the second according to Yahoo Finance.
In a joint statement, Nvidia and Thinking Machines said the processors will be deployed early next year. The agreement also provides that both companies will «design training and service systems for Nvidia architectures and broader access to cutting-edge AI and open models for companies, research institutions and the scientific community.»
Mira Murati, CEO de Thinking Machinesfounded the company in 2025 after leaving his position as CTO at OpenAI in 2024. Murati briefly served as CEO of the company when the board of directors removed Sam Altman in 2023. Altman was eventually reinstated and the board of directors underwent significant changes.
Regarding economic data we had the February resale home sales with a result of 4.09M compared to the expected 3.89M.
We also had 3-year debt auction (T-Note) with a yield of 3,579%.
Among the winning actions we have Vertex Pharmaceu (+8.27% to 499 dollars), RESPECT (+5.95% to $337.48) and Cisco Systems (+1.97% to $77.72)
Vertex upload after sharing your strategic vision for 2026 at Leerink Global Health Conferenceaccording to Investing. The company highlighted its solid performance in cystic fibrosis (CF) and its diversification towards new therapeutic areas. While revenue projections were optimistic, challenges were noted in expanding business infrastructure.
Among the key aspects we can point out:
- Vertex targets 8%-9% revenue growth in 2026, with guidance between $12.95 billion and $13.1 billion
- Non-CF products expected to contribute at least $500 million to revenue
- The company is accelerating the submission of POVI for approval by the end of March
- JOURNAVX prescriptions projected to triple by 2026, with expanded coverage
- Operating margins expected to remain in the low to mid 40% range
Ciena rises before him Wall Street optimism by companies that sell artificial intelligence data center network equipmento ITaccording to final view
Ciena makes optical networking hardware and software that connects data centers and telecommunications networks.
The AI and cloud infrastructure expansion of large technology companies is driving the demand for this type of equipment.
Los Cloud customer revenue grew 76% year-on-yearreflecting that large platforms are investing more in networks to support artificial intelligence or AI loads.
Cisco rises after the recommendation of buy on the part of Bank of America due to the strength of AI and cloudaccording to Investing.
The firm recently met with Gordon Thomson, President of Cisco’s EMEA businessto discuss the company’s observability strategy, component pricing dynamics, demand patterns in EMEA, and the emerging sovereign cloud and Neocloud opportunity.
Management expressed confidence in Cisco’s positioning, anchored in visibility, security and connectivity. The company noted that it is still early to see customer reactions to the price increases.
Among the losing stocks we have AppLovin Rg-A (-7.69% to $477.46), Hundreds (-15.99% to $36.39) and Salesforce (-1.96% to $194.89)
Apploving falls despite the announcement of partnership with Stagwell to integrate your mobile advertising platform, Axonat first according Investing.
The deal provides Stagwell customers with access to AppLovin’s platform, which the company says reaches more than one billion users daily through mobile apps and connected TV. The platform uses artificial intelligence for real-time ad optimization, according to a press release.
Stagwell clients will receive access to reporting and optimization tools, along with platform support for campaign setup, creative development and execution across different industry sectors. The partnership focuses attention on mobile gaming environments where AppLovin operates a network of gaming applications.
Hundreds falls after his participation in the 28th Annual Barclays Global Health Conferencewhere the CEO Sarah London and CFO Drew Asher They offered an overview of the company’s current performance and its strategic direction according to Investing. The discussion highlighted both positive developments and challenges, with the focus on financial objectives and operational efficiencies.
Among the key aspects we can highlight:
- Centene reaffirmed its adjusted EPS guidance of over $3 for 2026
- ACA Marketplace membership is declining, with projections of 3.5 million members by the end of the first quarter
- Company plans to redeem $1 billion of its 2027 notes to focus on reducing leverage
- Efforts Are Underway to Combat Medicaid Fraud Using Advanced Algorithms
- Centene Aims to Break Even on Its Medicare Advantage Business by 2027
Salesforce falls after plans to sell up $25 billion in debt to finance a share buybackaccording to a report by Bloomberg News shared by Investingciting people with knowledge of the matter, which would mark the software firm’s largest bond sale to date.
The company is targeting a U.S. bond offering of at least $20 billion, said the people, who asked not to be identified because the details are private. The bonds could be sold as early as this week, although the timing could change, the people added.
Los Oil futures WTI falls a -8.42% to $86.79 y Brent down -7.93% to $91.11.
He Oro upload a +2.02% to $5,206 per ounce and the Plata +5.06% to $88.79.
The pair EURUSD falls a -0.21% a 1.1611.
Bitcoin upload a +1.56% to $70,096.
He US 10-year bond yield upload a +0.41% a 4.152 already 30 years +1.01% to 4,787.
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