A week is ending where geopolitical tensions between the US and the European Union over Greenland It was the driving force of the market. Both sides agreed to reach an agreement on the damaged territory adjacent to North America. Without forgetting the Intel’s poor results for its first quarter 2026. Given this, the DOW JONES Ind Average, S&P 500 y NASDAQ 100 They close the week in a mixed way in the -0.58% to 49,098 points, +0.02% to 6,914 points and +0.34% to 25,605 points respectively.
Investors were relieved that the end of US-EU tensions would add more tariffs to the picture.
On the other hand, Intelpublished some forecasts for the first quarter worse than expected Thursday night, raising concerns about his recovery. The firm registered quarterly losses as it struggles to meet demand for its server chips used in AI data centers, according to Yahoo Finance.
A good one for NVIDIAthe thing is Beijing has communicated to the big chinese technology companies that preparations can begin to order the chips H200whose imports are currently restricted according to Yahoo Finance.
And a bad one for Meta (Facebook)is that Beijing is intensifying its investigation into the acquisition of Manus for $2 billion according to Investing. A move that signals increased regulatory risk for the social media giant. According to reports from Bloomberg, Citing people familiar with the matter, officials are now examining possible violations of rules governing cross-border currency flows, tax accounting and overseas investments.
Finally, TikTok and ByteDance They closed an agreement with Oracle and other companies to allow it to operate in the US amid fears by the US government that its citizens are being spied on by the Chinese through the app.
Elon Musk, CEO de Teslaannounced the withdrawal of basic Autopilot autonomous driving software of new vehicles Model Y and Model 3 to boost your full self-driving (FSD) software, according to Yahoo Finance.
On its website, Tesla noted that they now only offer adaptive cruise control that allows the vehicle to change speed when following another vehicle on the highway.
It is unclear whether Tesla pulled Autopilot because it was facing a suspension of its dealer license in California due to a ruling accusing it of false advertising about claims about Autopilot and FSD.
Sticking with Tesla Stephanie Guild, chief investment officer at Robinhood Mkts Rg-A, declared in Opening Bid de Yahoo Finance «If you try to look at common things like valuation or earnings expectations, that’s not really what it’s about.»
«It’s about whether you believe or not. Are you in or out of Elon’s large-scale vision?» Guild added.
For the Robinhood retail community it is a resounding «within», being the most traded stock on the app.
Regarding economic data we had the January Services PMI with a 52.5 compared to the expected 52.9, Manufacturing PMI with a 51.9 in line with expectations, the University of Michigan inflation expectations for January with 4.0% compared to the expected 4.2%, January consumer expectations with a 57.0 compared to the expected 55.0 and January consumer confidence with a 56.4 compared to the expected 54.0.
The aforementioned university also offered its inflation forecasts for the next 5 years January with 3.3% compared to the expected 3.4% and the current January conditions with a 55.4 compared to the expected 52.4.
Among the winning actions we have Fortinet (+5.15% to 81.62 dollars), Live Nation Ent (+6.43% to $147.02) and Microsoft (+3.28% to $465.95)
The actions of Fortnite rise after an improvement in the recommendation of TD Cowenwhich happened from Hold Buymaintaining its target price of 100 dollars according to Investing.
He Analyst Shaul Eyal cited strong channel checks suggesting stability as fiscal 2026 unfolds. While keeping the current model intact, Eyal sees upside potential for estimates billing and revenue for the fourth quarter of 2025which are currently projected with an interannual growth of 11.6% y 13.3%, respectively.
Live Nation rises even though the US Department of Justice will present arguments in federal court to to divide to the entertainment giant due to alleged monopolistic practices, according to Investing.
The DOJ told a federal judge in Manhattan that Live Nation maintains a absolute control over the live events industryin part by punishing venues that do not use their subsidiary Ticketmaster. According to government lawyers, venues that switched from Ticketmaster to rival ticketing services lost approximately five concerts per year promoted by Live Nation, resulting in revenue losses of around $1.5 million combinedor more than $300,000 per event.
Microsoft goes up even though UBS reduced its target price to $600 from $650 on Friday, while maintaining a rating of buy for action, according Investing.
The price target reduction comes amid what UBS described as a «evident devaluation throughout the software sector»leading the firm to adjust its valuation metrics for Microsoft.
UBS based its new objective on a estimated calendar year 2027 free cash flow multiple of 47xreduced from its previous multiple of 50x, which it still considers «a deserved premium relative to the peer group.»
Among the losing stocks we have Intel (-17.03% to 45.07 dollars), Modern (-5.93% to $48.71) and Goldman Sachs Gr (-3.73% to $919)
Intel falls after what happened with its results for the first quarter of 2026, leading the falls of the Nasdaq.
Moderna falls after the announcement of the CEO of Moderna, Stephane Bancel, who recently commented that the company is going to limit new investments in advanced clinical trials of traditional vaccines due to the political and regulatory opposition in the US This creates uncertainty about the future growth of the core part of the business, according to TechStock2.
Goldman Sachs falls after announcing on Friday that its board of directors has set the Chairman and CEO David Solomon’s 2025 total annual compensation at $47 millionan increase from $39 million in 2024. The decision was revealed in a statement based on a presentation before the United States Securities and Exchange Commission according to Investing.
The compensation package includes a base salary of $2 million, $31.5 million in performance stock units (PSUs), $3.4 million allocated to the company’s Carried Interest Program (CIP) and $10.1 million in cash. The annual base salary remains unchanged compared to the previous year.
Los Oil futures WTI they go up a +3.25% at $61.29 y Brent +3.29% at 66.17 dollars.
He Oro upload a +1.40% to $4,982 per ounce.
The pair EUR/USD upload a +0.68% a 1.1829.
Bitcoin go up a +0.44% at $89,675.
He US Treasury bond yield caen one -0.42% a 4.233 already 30 years -0.37% to 4,832.
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