The week closes with the Consumer Price Index (CPI) from the Bureau of Labor Statistics with an increase of 0.2% in January with respect to December and a 2.4% internanual. This complicates the outlook for the upcoming interest rate decision from the Federal Reserve (FED) with investors expecting the next cut in June with a quarter percentage point reduction. Given this, the DOW JONES Ind Average, S&P 500 y NASDAQ 100 they only rise at the end of the week in the +0.10% to 49,500 points, +0.03% to 6,835 points and +0.18% to 24,732 points respectively.
But the concern about artificial intelligence or AI It also extends to the sector’s own actions, as several experts point out, according to Yahoo Finance.
«There may be growing concern that final AI revenue simply not keeping pace with announced capital spending,» he said. JoAnne Feeney, de Advisors Capital Managementadding that more spending now increases the likelihood that the market will fill up faster. «It’s going to bring forward the date when they pause and let the new computing digest.»
According to the UBS strategists, led by Ulrike Hoffmann-Burchardivaluations of infrastructure providers such as NVIDIA decline as capital investment growth slows.
«Capital investment growth is likely to moderate from these levels, which could improve investor perceptions of those making the investment, but is potentially negative for some companies in the infrastructure sector,» they wrote in a note dated February 10.
He executive director of Coinbase Glb Rg-ABrian Armstrongtried to reassure investors in the midst of a Major drop in cryptocurrency markets and a dispute in Washington, DCwhich has dampened hopes that other landmark legislation will pass Congress according to Yahoo Finance.
«At Coinbase we’ve been through cycles like this many times, and adoption continues to grow. Regulatory clarity is in sight, and I’m more optimistic than ever,» Armstrong said in the company’s earnings presentation on Thursday.
Armstrong’s comments came after Coinbase reported its second worst quarterly net loss in history, $667 milliondue to a paper loss of $718 million on its cryptocurrency investment portfolio. Excluding fluctuations in its cryptocurrency holdings, Coinbase reported a Adjusted EBITDA of $566 milliona fall of 56% compared to the previous year and $89 million below Wall Street forecasts. The net income of Coinbase rose to 1.7 billion dollars487 million less than in the same period of the previous year.
«There are opportunities in all markets, both up and down,» Armstrong added, noting that the company had benefited from previous cryptocurrency market declines.
Among the winning actions we have Strategy Rg-A (+8.89% to $133.93), Coinbase (+16.57% to $164.47) and Nike -B- (+3.32% to $63.13)
Strategy rises after announcing plans to issue a new class of perpetual preferred sharescalled «Stretch», to finance new Bitcoin purchases according to Yahoo Finance.
The transition to perpetual preferred stock could transform the way different types of investors participate in Strategy. Some may be attracted to fixed dividendswhile others might focus on the bullish potential linked to Bitcoin. This also raises questions about how the company will manage its dividend obligations and capital structure during future periods of volatility.
Coinbase rises despite the poor quarterly results, the fall of cryptocurrencies and its dispute with the White House as we explained at the beginning of this article.
Nike rises in response to analysts’ expectations for the third quarter results 2026 for March 19, according to Yahoo Finance. The company is expected to present a EPS of $0.32which represents a drop in 40.74% compared to the same quarter of the previous year. Furthermore, the most recent consensus estimate anticipates revenue of $11.29 billionindicating an increase in 0.17% compared to the same quarter of the previous year.
Among the losing stocks we have Starbucks (-2.43% to 93.80 dollars), Expedia Group (-6.46% to $212.55) and Rg-A Visa (-3.13% to $314.05)
Starbucks falls after the results of the fiscal first quarter 2026where he offered mixed numbers according to AInvest.
The company reported a earnings per share (EPS) of $0.56below the estimated $0.59, but about revenue of $9.9 billionexceeding forecasts. The drop in the share price contrasts with its 5% year-on-year growth in revenuealthough operating margins contracted to 10.1% and the EPS fell 19% compared to the previous year.
Expedia falls after the target price reduction on the part of Cantor Fitzgerald of 285 to 245 dollars with a rating of neutral despite having surpassed analysts’ estimates for the fourth quarter 2025according to Investing.
The company reported a total growth in room nights and reservations of 9% and 11% year-on-year respectively, with reservations increasing a 10% excluding exchange rate effects.
He B2B segment Expedia delivered booking growth of 24% in the quarter, while all three consumer brands in the B2C segment recorded positive growth. Regarding the outlook, the company projected a booking growth for the first quarter and preliminary for fiscal year 2026 of 8% and 6% excluding the exchange rate at the midpoint.
Visa falls after the pressures that the firm faces in the face of the relations with US merchants and European payments sovereignty initiativesaccording to Yahoo Finance.
The U.S. exchange settlement challenge and European push for payments sovereignty point to pressure on the core economics of Visa cards, particularly in the fees and rules that have historically favored scale. At the same time, recent measures such as Visa Direct Expansion to Mainland China Through UnionPay, US Small Business Visa & Main Program and New Fixed Income Financing They show that the firm is trying to delve into money movement infrastructure, value-added services and long-term capital.
Before finishing with the rest of the quotes, the technical analyst of Investment Strategies José Antonio González share us a analysis of the Mini Future of the S&P 500:
The Future Mini S&P 500 is losing -1.3% in the week, after knowing employment, CPI and retail sales data and without any of the aforementioned catalysts having resulted in the perforation of minimally important supports.
Specifically, it remains above the intermediate tertiary or short-term support projected from 6,771 / 6,751 points, so as long as we do not witness daily candlestick closings below said floor zone, we will continue to understand that the risks of correction in the strictest short term will remain completely limited. Simultaneously, as long as the above is confirmed, we must continue to maintain a bullish bias in order to prioritize a scenario of new annual highs above 7,043 points.
Mini S&P 500 (ES) future on daily scale with volatility (upper center chart), MACD (lower center chart) and trading activity (lower window). Source: ProRealTime and own elaboration.
Los Oil futures WTI cae -0.05% to 62.81 dollars and the Brent rises +0.19% to $67.65.
He Oro upload a +2.15% to $5,054 per ounce and the Plata +1.87% to $77.09.
The pair EUR/USD upload a +0.03% a 1.1875.
Bitcoinupload a +4.61% to $68,940.
He US bond yield falls a -1.34% a 4.049 already 30 years -0.70% to 4.696.
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