They return geopolitical tensions despite on Wall Street this Thursday with US and Iran over uranium enrichment. Also impacting the oil price due to the risk of a closure of the Strait of Hormuz. Which leads to Dow Jones, S&P 500 y Nasdaq to correct at closing a -0.54% to 49,395 points, -0.28% to 6,861 points and -0.31% to 22,682 points respectively.
The United States and Iran are engaged in active talks about a new deal that would severely limit Iran’s ability to enrich and maintain uranium to levels necessary to create nuclear weapons, although Trump said in a post on Truth Social at the end of January that the US navy in the Middle East is «ready, willing and able to quickly accomplish its mission, with speed and violence» according to Yahoo Finance.
He Brent crude oil exceeded $71 per barrel, while the Oil futures It was located close to 66 dollars after a report from Axios which indicates that the Trump administration is approaching the conflict according to Yahoo Finance.
Continuing with the trump familyhe real estate and cryptocurrency entrepreneur Eric Trump stated on Thursday that the world of cryptocurrencies will be the future of traditional financedespite the collapse of recent months.
During an in-depth interview with Yahoo Finance, Trump weighed in on Bitcointhe cryptocurrency legislationare personal experience in debanking y the latest digital asset project between the Trump Organization and its flagship cryptocurrency company, World Liberty Financial.
«First of all, markets are not always rational,» Trump declared from Palm Beach, Florida, noting the Bitcoin performance over the last 10 yearswhen it was below $500 per coin.
«If you don’t have the guts, the resources to weather the volatility, invest in some boring bond that will generate a 4.5% return and that’s it,» Trump concluded.
After the Federal Reserve (FED) minutes for January leaving markets somewhat calm, Minneapolis Federal Reserve President Neel Kashkari said Thursday that he believes the central bank is «pretty close» to a neutral stance regarding the level of its reference rate, which implies that it could be little margin to cut rates according to Yahoo Finance.
«We have cut interest rates considerably in the last two years,» Kashkari said during a fireside chat at the Fargo Chamber of Commerce Moorhead West Fargo. «I guess we’re pretty close to a neutral stance in terms of our monetary policy, but ultimately we need to see where inflation is going. Will it go down to 2%? What’s happening with the unemployment rate? Is it still going up, does it stabilize, or does it go back down?»
Kashkari stated that the 10-year Treasury bond yield tells you that the cup neutral (a level designed to neither boost nor slow economic growth) is likely to be higher than before. He added that it is likely that the construction of data centers boost investment and capital flows, which will boost interest rates.
“All things being equal, rates are going to be higher because that’s how capital has to flow into that sector of the economy,” Kashkari said.
With regards to economic data we had he US Main Index (Monthly) for December with 0.2% coinciding with what was expectedIEA crude oil inventories with 9,014M compared to the expected 1,700M and the weekly crude oil inventories in Cushing from AIE con -1.095M.
We also had 30-year inflation-linked debt auction (TIPS) with a performance of 2.473%.
Among the winning actions we have Insmed (+6.54% to 161 dollars), Omnicom Group In (+15.41% to $80.97) and Verizon Comm (+1.19% to $48.62)
Insmed goes up after the presentation of its results for the fourth quarter 2025 reporting total revenue of $263.8 million for the fourth quarter of 2025, representing a substantial increase of 152.7% compared to $104.4 million for the same period of 2024 according to Investing. This growth was mainly driven by BRINSUPRIwhich generated approximately $144.6 million in US net revenue during its first full quarter on the market.
Omnicon also goes up the fourth quarter results 2025despite not complying with the benefits according to Investing.
The company reported fourth-quarter revenue of $5.53 billion, substantially beating the consensus estimate of $4.51 billion and representing a 27.9% increase from the $4.32 billion reported in the same period last year. Revenue growth was primarily driven by organic expansion and the inclusion of one month of revenue from the recently acquired Interpublic Group (IPG), whose acquisition Omnicom completed on November 26
However, adjusted earnings per share came in at $2.59, missing analyst expectations of $2.65 by $0.06. On a GAAP basis, the company reported a net loss of $941.1 million, or -$4.02 per share, due largely to acquisition-related costs, repositioning expenses and losses from planned divestitures following the IPG acquisition.
Verizon goes up after the rating upgrade by Daiwa Securities of best performance to purchase with a price target of $48 to $58according to Investing.
The firm cited Verizon’s shift from losing to gaining market share as net additions of postpaid phones grew progressively throughout 2024 and 2025. The company has improved across several key metrics during this period, reflected in its impressive price performance of 20.02% year-to-date and 22.2% year-to-date.
Daiwa noted that the dividend yield of Verizon has helped compensate investors during the recovery period. With a current dividend yield of 5.89% and a streak of 21 years of consecutive increases of dividends, offers significant income potential. The firm sees additional upside potential despite recent gains in the stock.
Among the losing stocks we have Booking Hldg (-6.15% to 4,0007.47 dollars), EPAM Systems (-16.92% to $139.31) and Sherwin-Williams (-2.23% to $357.60)
Booking Holdings falls down the target price reduction by part Benchmark from $6,400 to $5,600, although maintaining the recommendation of buy according to Investing.
The firm cited valuation concerns despite the company’s strong performance in the fourth quarter. Booking Holdings reported gross bookings $1 billion above consensus with 9% growth in room nights, leading to revenue and EBITDA that beat expectations. The company generated $10.11 billion in EBITDA over the trailing twelve months, maintaining an impressive gross profit margin of 87.36%.
The company posted a surprise deleveraging in marketing during the fourth quarter. Alternative lodging growth continued to moderate sequentially, and first quarter room nights guidance fell short of market expectations despite competitor feedback suggesting stronger trends.
EPAM Systems falls despite having presented some fourth quarter 2025 results that exceeded estimates of analysts with earnings per share (EPS) of $3.26 compared to a forecast of $3.15. Revenue reached $1.41 billion, exceeding the anticipated $1.39 billion, according to Investing.
The company continues to benefit from its strategic focus on AI and digital transformationwhich has driven growth despite a challenging macroeconomic environment. The firm’s expansion into AI-powered solutions and partnerships with major clients such as EBSCO and Bayer underscore its competitive positioning in the technology sector.
Sherwin Williams falls after having announced yesterday that his Board of Directors has declared a regular quarterly dividend of $0.80 per ordinary share.
The dividend will be payable on March 13, 2026 to shareholders of record on March 2, 2026, according to a company press release.
This dividend declaration continues the streak of 47 consecutive years of annual dividend increases from Sherwin-Williams, highlighting the paint maker’s long-standing commitment to returning value to shareholders.
Without forgetting the negative drag from the correction of stock indices about the value.
Los Oil futures WTI they go up a +2.46% at $66.65 y Brent +2.17% at 71.88 dollars.
He Oro go up +0.17% to $5,018.24 per ounce and the Plata +0.83% to $78.24.
The pair EUR/USD falls a -0.13% a 1.1769.
Bitcoinupload a +1.15% to $67,197.
He US bond yields falls a -0.17% a 4.073 already 30 years -0.06% to 4,704.
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