After a last week dominated by geopolitical issuesthis will focus on a practically economic and business front with the presentation of quarterly results of four of the Magnificent Seven and the Federal Reserve’s first interest rate decision of the year with the imminent departure of Jerome Powell of his position as president. Given this, the DOW JONES Ind Average, S&P 500 y NASDAQ 100 close the 1st session of the week higher in the +0.64% to 49,412 points, +0.50% to 6,950 points and +0.42% to 25,713 points.
Although we will not be spared this week from the controversial decisions of Donald Trump. According to Yahoo FinanceTrump announced that he would send the «border czar» Tom Homan to Minnesota to manage the ICE operations after the fatal shooting of a protester. Investors were weighing concerns that the political fallout from Alex Pretti’s death could derail the efforts to avoid a federal shutdown, a perspective that helped fuel the appetite for safe haven assets.
In the middle of the dollar weakness with a four-month lowhe oro has surpassed the $5,000 per ounce amid a wave of sales of the US currency after last week’s tensions.
The strength of artificial intelligence or AI will be put to the test with the quarterly results of four of the Magnificent Seven (Microsoft, Meta (Facebook), Apple y Tesla) this week amid trade tensions fueled by Trump. Without forgetting the Intel spending plans following quarterly results last week.
The Federal Reserve interest rate decision It will be next Wednesday where it is expected to keep interest rates in the current range. Meanwhile, analysts are weighing when the next cut could be after Powell’s departure and waiting for who will take the reins of the government entity.
From the heat of tensions we pass to cold winter storm Fern that is shaking America. According to Yahoo Finance, Bank of America has pointed out that the aforementioned could freeze first quarter growth.
«We project that Winter Storm Fern will reduce first-quarter 2026 GDP by 0.5 to 1.5 percentage points quarter-on-quarter (annualized annualized rate),» wrote the economist de BofA, Aditya Bhavein a note to clients on Monday.
Bhave noted that these estimates are based in part on the impact that winter storm Viola in 2021. It suggests that while the «precedent» of a growth freeze is clear, much economic activity is likely to be delayed rather than destroyed.
«Some production will be permanently lost due to Winter Storm Fern,» Bhave said. «However, we do not expect a lasting impact on the trajectory of the economy.»
On the corporate side, Microsoft has made the launch of its artificial intelligence or AI chip called Maia 200. According to Yahoo Financethe chip will run on the Microsoft’s own data centers before the company finally makes it available to its broader customer base.
Just like the TPU Alphabet-A and Trainium processors AmazonMicrosoft’s second AI chip seeks to give the Windows maker greater flexibility in managing its AI services. By using its own chips, developed in-house, the company ensures that it is not solely dependent on processors developed by NVIDIA o Advanced Micro D.
Regarding economic data we had the The GDPnoons dement Ded The Etlanta (4t) with a result of 5.4%, matching the expectation.
We also had public debt auction at 3 months (T-Bill) with a yield of 3.580% and at 6 months 3.525%. While the 2-year public debt (T-Note) at 3,580%.
Among the winning actions we have Datadog Rg-A (+5.06% to 136.72 dollars), Arista and (+5.38% to $143.68) and Cisco Systems (+3.24% to 77.01 dollars)
Datadog rises this Friday after the statements of the analysts of TD Cowen. According to Yahoo Financethe same They reduced their price target to $200 but they maintained the recommendation of buy. The firm believes the company will deliver solid results and exceed the 24% growth forecast. It also considers that there are no competition problems and that the current valuation remains attractive.
On the other hand, Stifel raised the recommendation of keep buy with a target price at $160. According to analysts, recent channel checks suggest that Datadog will record a quarterly performance above usual in the fourth quarter of 2025. This expectation is based on accelerating core growth and continued strong earnings.
Arista rises after being part of the list of Best JPMorgan Tech Stocks to Watch. According to InvestingArista’s cloud networking solutions continue to gain traction in data centers and enterprise environments.
For its part, Piper Sandler recently upgraded the rating to Better Performanceciting business investment and the company’s exposure to AI. The company also announced its new technology VESPA for large-scale campus mobility networks.
Cisco goes up after presenting his Cisco 360 Partner Programdesigned to help customers achieve AI-centric results across their partner ecosystem based on Investing.
The new program, developed over fifteen months in collaboration with partners, aims to offer solutions in three key areas: AI-ready data centers, future-proof workplaces and digital resilience.
The initiative introduces a simplified system of Cisco Partner Incentives (CPI) providing partners with clearer earning potential across the Cisco portfolio. The company is offering temporary CPI bonuses focused on the Secure Networks and Secure Infrastructure for AI specializations, which will expire in July 2026.
Among the losing stocks we have Intel (-5.74% to 42.49 dollars), The Trade Desk Rg-A (-7.52% to $33.80) and 3M (-1.94% to $159.53)
Intel continues with the falls after the quarterly results published last week. According to Yahoo Financeinvestors’ attention was on the short-term forecasts rather than top news. The company reported income in the fourth quarter of 13.7 billion dollarshigher than its own forecasts, and recorded a non-GAAP gross margin of 37.9%reflecting the early benefits of restructuring and cost control.
However, management anticipated a weaker scenario for the first quarter. The company stated that moderate profitability is expected, with results that tend to be close to the break-even point, below market expectations. This prospect weighed on confidence despite signs that the CP crisis may be easing.
Some market analysts argue that the debate is focusing on fundamentals. They point out the stabilization of PC demand, gradual increase in market share and initial push for foundry strategy of Intel as possible offsets to profitability challenges and continued investment losses.
The Trade Desk Rg-A falls this Monday after a presentation 8K where he pointed out that his Q4 2025 revenue and EBITDA adjusted would be consistent with previously shared guidance from more than $840 million in revenuewhich represents approximately a growth of 13% year-on-yeary $375 million for adjusted EBITDAreflecting a margin of 45% according to Investing.
The company also revealed a CFO transition, announcing the departure of Alex Kayyalwho had been in office since August 2025, and the appointment of the Accounting Director Tahnil Davis to serve as Interim CFO.
Current Wall Street consensus estimates for Q4 2025 from The Trade Desk are $841 million in revenue and $377 million in adjusted EBITDA.
The actions of 3M fall after fourth quarter results 2025. According to Yahoo Financethe firm registered $6.02 billion in revenue and $1.83 in adjusted earnings per share. The results topped analyst estimates of $6.01 billion and $1.83 billion. However, he also predicted a earnings per share for 2026 of $8.50 and $8.70whose midpoint was lower than the analysts’ estimates of $8.61. Following the earnings report, several analysts analyzed the company. For example, Wolfe Research commented that the selloff was an overreactionwhile the long-term outlook remained solid. UBS Group N reiterated a share price target of 190 dollars and a recommendation of buy for actions. Analysts noted that the share price decline appeared to be a multiple contraction symptom.
Los Oil futures WTI caen one -0.41% until the $60.82 and the Brent -0.23% at 64.92 dollars.
He Oroupload a +1.23% to $5,077 per ounce.
The pair EUR/USD upload a +0.44% a 1.1880.
Bitcoin upload a +1.53% to $87,933.
He US 10-year bond yield falls a -0.59% a 4.215 already 30 years -0.56% to 4,805.
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