The fall in stocks in the technology sector, mainly those related to software, continues to make a note on Wall Street driven by various news such as cooling of relations between OpenAI and NVIDIA as the main catalyst. While waiting for presentation of results of Advanced Micro D for after closing. Given this, the DOW JONES Ind Average, S&P 500 y NASDAQ 100 close down a -0.34% to 49,241 points, -0.84% to 6,917 points and -1.55% to 25,338 points respectively.
As we said at the beginning, the relationships between OpenAI and Nvidia have cooled down due to dissatisfaction of the first regarding the latest AI chips of the second.
Nevertheless, Palantir presented solid quarterly results. The firm reached $1.41 billion in revenuesurpassing analysts’ estimates of $1.33 billion. The adjusted earnings were $0.25 per share, compared to the expected $0.23.
Furthermore, it is expected that the results of AMD offer a better outlook for the sector amid AI spending and bubble fears.
«We call him the SaaS apocalypsean apocalypse for software-as-a-service stocks,» he said Jeffrey Favuzza, who works on the stock trading desk at Jefferies according to Yahoo Finance. «Operating is selling get me out of here style.»
«I ask my clients, ‘What is your level of trust?’ and even with so much capitulation, I haven’t heard any conviction on that,» Favuzza said. «People just sell everything and don’t care about the price.»
The reopening of the US government could be close after a vote in the Chamber of Legislatorsaccording to Yahoo Finance.
After a couple of hours of debate, House lawmakers narrowly approved a procedural vote that was almost entirely along party lines (with a final result of 217-215) which sets the stage for the final vote later today. Just a republican, Thomas Massie de Kentuckyvoted against, along with all democrats.
If the financing agreement, approved by the Senate last week by 71 a 29soon passes the final vote, is likely to be sent to the White House. The bill contains five spending measuresbut delays the final decision on funding the Department of Homeland Security.
But there is room for good news on the corporate side with Walmart surpassing $1 trillion in market capitalization after rising more than 1% driven by the positive confidence of investors after the Replacing John Furner with Doug McMillon as CEO at the beginning of February, according to Yahoo Finance.
By surpassing $1 trillion, Walmart joined a short list of the largest companies in the world, dominated by major technology companies.
Regarding economic data we had the Redbook annual retail sales index with 6.7% after 7.1% previously and the IBD/TIPP economic optimism index for February with 48.8 compared to 47.9 previously.
Between the winning actions we have a Western Digital (+7.40% to $290.24), DaVita (+21.23% to $134.80) and Verizon Comm (+3.59% to $46.21)
Western Digital rises after the announcement of the authorization of its Board of Directors for a additional to your program share buyback by 4 billion dollarsaccording to Investing.
The new authorization is effective immediately and is in addition to the approximately 484 million dollars remaining of prior authorization for share buybacks until February 2, 2026. The company indicated that buybacks could be carried out on the open market or through privately negotiated transactions.
«The expanded $4 billion buyback authorization demonstrates our confidence in WD’s future and our commitment to shareholder value,» said the CEO Irving Tan. «Our capital allocation strategy balances reinvestment in the business, debt reduction and capital returns to shareholders.»
Davita rises after surpassing estimates for the fourth quarter results 2025according to Investing.
The company achieved a earnings per share (EPS) of $3.40exceeding the expected $3.24. Furthermore, he reported revenue of $3.62 billionwhich were higher than the anticipated $3.51 billion. These results reflect a positive earnings surprise of 4.94%.
Verizon also rises after fourth quarter results 2025 announcing that he added 1 million net subscribersincluding 616,000 postpaid telephone subscribersaccording to Yahoo Finance.
The firm also added 372,000 net broadband subscribersincluding 319,000 landline subscribers and 67,000 homes with Fios.
Los total income of Verizon increased 2% year-on-year until the $36.4 billionwith a slight increase in service revenue up 0.1% to $28.2 billion and an increase in Wireless equipment revenue up 9.1% to $8.2 billion.
Los consumer income increased a 3.2% year-on-year to $28.14 billionwith an increase in service income of 0.9%. The company’s business unit continued to lag, with a revenue decline 1.8% year-over-year to $7.4 billiondue to the continued loss of landline customers.
He Adjusted EPS overall decreased 0.9%, until the 1.09 dollarswhile the Ebitda decreased one 0.6%, until the 11.9 billion dollars.
Among the losing stocks we have PayPal Holdings (-20.31% to 41.70 dollars), Gartner (-20.93% to $160.04) and Salesforce (-6.85% to $196.37)
PayPal falls after some fourth quarter results 2025 below analyst expectations, according to Investing. The company published a earnings per share of $1.23below the expected $1.29, and reported revenue of $8.68 billionbelow the anticipated $8.79 billion.
The announcement of the departure of CEO Alex Chriss further impacted investor confidence, with Enrique Lores from HP set to replace him on March 1.
Furthermore, the forecasts PayPal’s fiscal 2026 forecast fell significantly short of consensus estimates, raising concerns about its market share in the competitive payments industry.
Gartner also falls for some disappointing fourth quarter 2025 resultsalthough they slightly exceeded the consensus according to Investing. The firm reported revenue in the fourth quarter of 1.8 billion dollarswhich represents an increase in 2.2% year-on-yearslightly above the expected $1.75 billion. However, the Adjusted EPS fell a 27.8% until $3.94although it exceeded the forecast of $3.51.
Salesforce falls even though TD Cowen highlighted one new agreement between the company and the US Army which expands an existing contract to more Department of Defense users according to Investing.
The research firm noted that the agreement opens a existing indefinite delivery/indefinite quantity (IDIQ) contract to entities throughout the War Departmentwhich «significantly expands the potential market.»
According to TD Cowen, the Army reported receiving a «overwhelming interest» from other potential clients of the Department of Defensesuggesting broader adoption of Salesforce products within military operations.
“The expanded military contract has multiple implications for Salesforce, including financial benefits that could contribute up to approximately 1% incremental growth,” TD Cowen said in its analysis.
Los Oil futures WTI they go up a +3.17% to 64.11 dollars and the Brent +2.88% at 68.21 dollars.
He Oro upload a +7.14% to $4,984 per ounce and the Plata +10.81% to $85.33.
The pair EUR/USD upload a +0.31% a 1.1824.
Bitcoin falls a -2.10% a 76.972dólares.
He US 10-year bond yield falls a -0.23% a 4.267 already 30 years -0.22% to 4,898.
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