The gaze of analysts and investors on Wall Street remains on Middle East for him American-Israeli conflict against Iran. Although with some hope now that several oil tankers were able to successfully transit the Strait of Hormuzalthough fears about the impact on inflation remain in force for the Federal Reserve (FED) meeting. For this reason the DOW JONES Ind Average, S&P 500 y NASDAQ 100 close the first weekly session higher by a +0.83% to 46,946 points, +1.01% to 6,699 points and +1.22% to 22,374 points respectively.
He President Donald Trump pressured the allies to join the United States in lifting of the Iranian blockade of the Strait of Hormuzwarning that NATO faces a «very bad future» if they do not help according to Yahoo Finance.
As we said at the beginning, fears about the impact of inflation could aggravate the discrepancies between the members of the FED ahead of the monetary policy decision scheduled for this week. However, analysts expect interest rates to remain unchanged.
Jake Conley, macroeconomics and energy geopolitics analyst at Yahoo Financehas pointed out a report by Bank of America which highlighted one version of this risk, indicating that markets could be underestimating the potential impact in the growth derived from a prolonged conflict with Iran. Stocks remain resilient (the S&P 500 is less than 5% off its highs) even with rising oil and changing interest rate expectations.
Meanwhile, the US dollar is doing what it usually does during energy crises: rebound. This reminds us that global tension and higher oil prices tend to attract capital to the world reserve currencya reality that continues to frustrate the dollar’s catastrophic discourse.
Oil crises rarely collapse markets completely. They simply transfer the pressure to other sectors.
In politically tinged corporate news, The Democratic Senator Elizabeth Warren is questioning several large companies, including Amazon, Target y UPS (UPS)about his recent wave of layoffs according to Yahoo Finance.
In letters sent Sunday to executives of MicrosoftAmazon, Home Depot, Meta (Facebook), Nike -B-, Verizon CommTarget y UPSWarren asked companies to detail by March 30 how much of the tax reduction they received in 2025 after the passage of the Act «One Big Beautiful Bill» from President Trump, whether they anticipated any tariff refunds and whether they had made any contributions to Trump’s projects, among other questions.
With regards to economic data we can only highlight the 6-month debt auction (T-Bill) with a yield of 3,570% and 3-month public debt (T-Bill) a 3.610%.
Among the winning actions we have: Arm Hldg Sp ADR (+5.14% to 121.70 dollars), Sandisk (+6.40% to $703.94) and Salesforce (+2.78% to $198.19)
Arm Holdings rises after learning that Hyperion Asset Management took a new important participation for about 202 million dollars according to Marketbeat.
Other hedge funds and institutional investors have also recently modified their positions in the company. GAMMA Investing LLC increased its participation by 126% during the third trimester. After acquiring 97 additional actions In the last quarter, the fund now holds 174 shares of the companyvalued at $25,000. Grey Fox Wealth Advisors LLC acquired a new stake during the third quarter worth approximately $28,000.
Sandisk rises since the shares of the sector are rising because the storage demand for AI and data centers continues to grow very fast, according to The Motley Fool.
The memories NAND produced by SanDisk are key to storing huge volumes of data generated by AI models.
He agreed target price Wall Street forecast for SanDisk in 12 months reflects a potential for revaluation of the 19%.
Salesforce rises after announcing a accelerated $25 billion share buyback programreceiving an initial delivery of approximately 103 million shares of financial institutionsaccording to Investing.
The company signed accelerated share repurchase agreements con Banco Santander, Bank of America, Citibank, JPMorgan Chase Bank y Morgan Stanleyaccording to a press release. J. Wood Capital Advisors acts as advisor in the transaction.
The initial delivery of 103 million shares represents approximately 80% of the total shares that are expected to be repurchased, based on the closing price of Salesforce shares on March 11. The final number of shares will be determined by the volume-weighted average price of the company’s common shares during the transaction period, less a discount and subject to adjustment.
It is expected that the final settlement occurs in the third or fourth quarter of Salesforce’s fiscal year 2027.
The $25 billion buyback represents the half of a $50 billion share buyback program authorized by the Salesforce Board of Directors in February 2026. The company described the transaction as the largest accelerated share buyback in history.
Among the losing stocks we have CrwdStrik Hldg Rg-A (-4.06% to 423.84 dollars), CF Industries Hl (-5.50% to $122.44) and Walmart (-0.41% to 126 dollars)
Crowdstrike does not fall due to a specific fact but because, being one of the most expensive stocks in the cybersecurity sector ends up being a victim of investors exit in search of a refuge from the recent geopolitical conflicts.
CF Industries falls after him rally fueled by Strait of Hormuz closurewhich has been reduced because investors have reconsidered the risk considering that it could be less than expected according to Tipranks.
Walmart falls after learning that PhonePethe Indian fintech backed by Walmart, decided to pause its IPO due to market volatility and geopolitical tensions according to Reuters.
This IPO was seen as a major event that could unlock value for Walmart, so its delay reduces that catalyst for investors in the short term.
“We sincerely hope for a prompt return to peace in all affected regions,” he declared. Sameer Nigam, CEO of PhonePe. “We remain committed to going public in India.”
Los Oil futures caen one -4.76% at 92.23 dollars and the Brent -3.09% at 99.95 dollars.
He Oro falls a -0.76% to $5,023 per ounce and the Plata -0.19% to $81.18.
The pair EURUSD upload a +0.81% a 1.1509.
Bitcoinupload a +2.99% to $73,869.
He US 10-year bond yield falls a -1.49% a 4.221 already 30 years -0.88% to 4,865.
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