After a chaotic last week due to the Artificial Intelligence or AI Fears Over Software Stockshe DOW JONES Ind Average closes the first week session higher above its milestone +0.04% to 50,135 points. This upward movement is accompanied by S&P 500 y NASDAQ 100with a +0.42% to 6,961 points and +0.77% to 25,268 points.while Wall Street analysts still debate the risk of AI disruption.
But fears about AI and software haven’t gone away for everyone. As we published this afternoon strategist Goldman Sachs GrBen Sniderconsider that this it could only be the beginning and compare it with what happened with the newspapers and the internet in 2002/2009.
«One lesson from historical examples of industries facing risks of disruption is that share price stability requires stability in profit prospects. Newspapers, for example, faced the risk of technological disruption with the growth of the internet in the early 2000s. The group’s share price fell by an average of 95% between 2002 and 2009.»
Elon Musk, CEO de Teslaannounced in SpaceX’s main goal now is the moon and not Mars before the IPO of its space business according to Yahoo Finance.
Musk stated that the rocket company «shifted its focus toward building a self-generating city on the Moon,» arguing that doing so on Mars would take «more than 20 years.»
Musk added Monday morning in a response on
In it geopolitical spherethe United States Maritime Administration advised American ships sailing through the Strait of Hormuz to avoid Iranian waters according to Yahoo Finance. The warning raised concerns about disruptions in the Strait, which facilitates the transportation of around 20 million barrels of crude oil per day from the Persian Gulf.
Meanwhile, U.S. and Iranian officials were positive about talks held Friday in Oman to reduce tension, with President Trump stating that the initial negotiations were «very good.»
Among the economic data we had the January consumer inflation expectation with a 3.1% in front of 3.4% anterior.
We also had public debt auction at 3 months (T-Bill) with a yield of 3,600% and at 6 months at 3,500%.
Among the winning actions we have AppLovin Rg-A (+13.27% to $460.69), Oracle (+9.65% to $156.61) and Microsoft (+3.13% to $413.60)
AppLoving sube tras la value defense by Jefferies analyst James Heaneyin the midst of a sharp drop so far this year according to Investing.
Heaney reiterated a rating of buy and a target price of $860 for AppLovin, describing the fall of the 39% of the shares so far this year as «a great buying opportunity» for what he considers a high-growth company. The analyst expects the firm to deliver a revenue growth of more than 50% for him fiscal year 2026.
Oracle rises after what was mentioned this morning at the opening with the recommendation from Gil Luria, DA Davidson analystof comprar after announcing an agreement with OpenAI amid fears about software stocks that flooded the market with selling last week.
Microsoft sube in the midst of a sector recovery as we mentioned at the beginning. However, since Meliu Research They maintain their reservations about the signing of Bill Gates by reducing their target price in the 430 dollars according to Investing.
Melius analysts expressed concern that the Microsoft business 365 faces threats from AI and that the company needs to substantially increase capital expenditures to keep pace with Alphabet-A y Amazonwhich could affect free cash flow.
Analysts noted that if Microsoft doesn’t increase spending now, it could signal an execution issue or a need to manage earnings, neither of which are positive for the company’s prospects.
Melius also highlighted valuation concerns, stating that Microsoft looks expensive based on its revised free cash flow estimates, trading at 49 times enterprise value on fiscal 2027 free cash flow.
Among the losing stocks we have Workday-A (-5.14% to 154.55 dollars), Willis Towers (-12.10% to $290.09) and Merck&Co (-3.58% to $117.57)
Workday falls after the announcement of the return of co-founder Aneel Bhusri to the position of executive director, replacing Carl Eschenbachwho leaves the position after three years according to Investing.
Eschenbach is also leaving his position on the company’s board of directors. The leadership change comes as the enterprise programming company navigates the changing artificial intelligence landscape.
Willis Tower falls after concerns that artificial intelligence could disrupt traditional insurance distribution channels, according to Investing. The selloff followed reports of Reinsurance News and other means that OpenAI approved the first AI insurance app on ChatGPTdeveloped by the Spanish digital insurer Tuio.
Merck & Co. falls despite receiving the Health Canada approval for ENFLONSIA (clesrovimab) for the prevention of RSV in newborns and infants, according to Yahoo Finance.
The ENFLONSIA decision could impact Merck’s positioning in the pediatric and respiratory prevention therapies sector in Canada, an area that continues to attract the attention of healthcare professionals and policy makers.
Los Oil futures they go up a +1.34% to $64.40 y Brent and +1.50% to 69.07 dollars.
He Oro upload a +2.16% to $5,087 and the Plata +8.15% to $83.16.
The pair EUR/USD upload a +0.80% a 1.1912.
Bitcoin falls a -0.44% to $70,442.
He US 10-year bond yield falls a -0.10% a 4.199 already 30 years flat at 4,855.
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