Donald Trump continues to take unexpected turns on the conflict in the Middle East. After suspending attacks on Iranian power plants for five days, now The Wall Street Journal has indicated the possibility of sending 3,000 troops from the 82nd Airborne Division, the elite unit of the US Army, to the region. This has weighed down DOW JONES Ind Average, S&P 500 y NASDAQ 100 falling -0.18% to 46,124 points, -0.37% to 6,556 points and -0.84% to 21,761 points respectively.
“The war in Iran is incomparable to any previous oil crisis, both for its magnitude and its broad impact on the energy market,” said Gareth Ramsay, chief economist at BP.during an industry event on Tuesday according to Yahoo Finance.
«I don’t think this can be compared to any other crisis before… there has never been a crisis of this magnitude,» Ramsay said in CERAWeeka major energy conference organized by S&P Global. The interruption of the Strait of Hormuz is «the subject of study of every analyst or the worst nightmare that we thought was impossible.»
On the corporate side, Anthropic has started giving headaches again software actions after the announcement of a new feature which has revived fears about artificial intelligence or AIaccording to Yahoo Finance.
New Anthropic functionality allows Claude control the computer to perform tasks and create increasingly advanced AI agents.
He ETF iShares Expanded Tech-Software Sector (IGV) fell 3.5% by late morning, led by a 5% decline in Palantir Tchnl-Aand 4% in the shares of Salesforce.
Other software companies, such as Oracle, Palo Alto Net, Snowflake, Shopify Rg-A, Intuit y ServiceNow, They came under pressure as signs that AI fears persist and investors look for evidence that software stocks can rebound.
Regarding economic data we had the March Manufacturing PMI with a result of 52.4 compared to the expected 51.5, the March Services PMI with a 51.1 compared to the expected 52.0, the March S&P Global Composite PMI with a 51.4 compared to the previous 51.9 and the February monthly M2 money supply with 22.65T compared to 22.44T previously.
We also had 2-year public debt auction (T-Note) with a yield of 3,936%.
Among the winning actions we have Seagate Hldgs (+5.18% to $424.95), Corning Inc (+8.49% to $142.09) and Caterpillar (+2.12% to $716.57)
Seagate rises not because of a specific fact, but because of a combination of factors such as structural demand for AIwhich has skyrocketed the demand for high-capacity hard drives. Which benefits the firms in the sector.
Corning rises after statements by analysts Bank of America to raise the target price of 144 to 155 dollars reaffirming his bullish viewaccording to Baron´s.
Caterpillar goes up after the improvement of forecasts for the first quarter of 2026 by the analysts of Zacksaccording to Marketbeat.
The Zacks Research analyst team now expects the industrial products company to post earnings of $4.46 per share for the quarter, compared to its previous estimate of $4.38. The consensus estimate for annual profits is from $19.86 per share. Zacks Research also released estimates for Caterpillar’s earnings for the fiscal year 2026 in $21.46 per sharethe profits of second quarter of 2027 in $5.99 per sharethe profits of fourth quarter of 2027 in $7.12 per sharethe profits of fiscal year 2027 in $24.17 per share and the profits of fiscal year 2028 in $28.88 per share.
Among the losing stocks we have Axon Enterprise (-9.94% to $456.85), Estee Lauder Rg-A (-9.87% to $71.47) and Salesforce (-6.23% to 183.02 dollars)
Axon falls after him target price cut by several analysts, according to Marketbeat.
Piper Sandler reduced its target price 753 to 690 dollars and established a rating of «overweight» for the company in a research note. Needham & Company LLC reduced its target price 870 to 600 dollars and established a rating of «buy».
Estee Lauder falls after the announcement of his intention to to acquire Puig Brands as we pointed out at the opening this afternoon.
Salesforce falls after the announcement of Anthropic as we pointed out previously.
Los Oil futures WTI they go up a +4.26% to $91.88 and the Brent +3.91% at $99.67.
He Oro falls a -0.16% to $4,432 per ounce and the Plata rises +0.40% to $69.63.
The pair EURUSD falls a -0.22% a 1.1585.
Bitcoinfalls a -2.10% to $69,432.
He US 10-year bond yield upload a +1.75% a 4.409 already 30 years +0.79% to 4,951.
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