The market did not welcome the Bureau of Labor Statistics employment data for January with 130,000 jobs and a decrease in the unemployment rate from 4.4% to 4.3%. This data has changed the forecasts about the upcoming interest rate decision from the Federal Reserve (FED)since it is now expected that keep the same in the coming months. Which left a mixed reaction from the main Wall Street indices with the DOW JONES Ind Average, S&P 500 y NASDAQ 100 closing with a -0.13% 50,121 points, -0.01% at 6,941 points and +0.29% at 25,201 points respectively.
The employment data presented was offset by significant revisions to the figures for 2025, which placed the year’s payroll growth at 181.000below the 584.000 new additions reported previously. This represents the weakest annual job growth since 2003, outside of a recession according to Yahoo Finance.
Given this, more than 40% The consensus expects the FED to remain unchanged until June. Expecting only two cuts for the end of the year.
On the corporate side, Meta (Facebook) announced the launch of its new data center as part of your massive expansion of AI infrastructure according to Yahoo Finance.
The data center, with a budget of more than 10 billion dollarswill be located in Lebanon, Indianaand will have a capacity of more than 1 gigavatio. This energy is enough to supply hundreds of thousands of homes.
According to Meta, the data center will manage both Meta’s AI workloads and its core products, and represents one of its largest infrastructure projects to date.
Waiting for the quarterly results of McDonald’s at the close of the market, Stifel analyst Chris O’Cull wrote in a note to clients that the company introduced several initiatives to increase sales in the last quarter, including the reintroduction of the game Monopolya collaboration with «The Grinch» by Dr. Seuss and more marketing for your Extra Value Menu according to Yahoo Finance.
O’Cull also noted that these initiatives «outperformed easy comparisons, as the company overcame the E. coli incident from the previous year.»
Among other economic data we had IEA oil inventories at 8.53B versus -0.2B expected and the January federal budget balance for -95.0B compared to the expected -94.6B.
We also had 10-year public debt auction (T-Bill) with a performance of 4.177%.
Among the winning actions we have Micron Technolog (+9.94% to 410.34 dollars), Generac Hldgs (+17.79% to $214.73) and Caterpillar (+4.40% to $775)
Micron rises after clarification of the Chief Financial Officer (CFO), Mark Murphyabout your product concerns HBM4 (High Bandwidth Memory) during a presentation at Wolfe Research Automobiles, Automotive Technology and Semiconductors Conference in New York according to Investing.
The CFO noted that there were «inaccurate reports» about the HBM4 technology and that they are already in high-volume production being shipped to customers.
The company also revealed that it is increasing HBM4 shipments in the current quarter, one quarter ahead of its previous expectations. Executives emphasized that their HBM4 product offers performance exceeding 11 gigabits per second, and expressed high confidence in the quality and reliability of the memory technology.
Generac Holdings climbs after the fourth quarter and full year 2025 resultsdespite not having exceeded analyst estimates according to Investing.
The company registered a EPS of $1.61below the expected $1.77, and reported revenue of $1.1 billionbelow the anticipated $1.16 billion.
Generac’s overall performance in the fourth quarter of 2025 showed a decline, with a 12% drop in net sales compared to the previous year $1.1 billion in revenue. The company faced challenges to maintain its gross profit marginwhich fell to 36.3% from 40.6% the previous year. He Adjusted EBITDA for the full year 2025 was 716 million dollarsrepresenting 17% of net sales.
Caterpillar It doesn’t go up for a specific issue, but since Fortune They consider her as one of the winners of the artificial intelligence or AI boom according to Yahoo Finance.
“Caterpillar stock has risen sharply over the past year as investors consider the company’s exposure to growing demand for artificial intelligence,” he wrote. George Maglares, Morningstar equity analystin a recent note. «Instead of developing AI technology itself, Caterpillar supplies critical equipment needed to power and support AI-powered infrastructure. The company provides turbines for on-site primary power in data centers, generator sets for backup power, and integrated microgrid systems that can combine traditional energy sources with renewables and battery storage,» it said. Jordan Blum of Fortune.
Among the losing stocks we have Shopify Rg-A (-6.49% to 118.71 dollars), CBRE Group Rg-A (-12.24% to $149.49) and IBM (-6.53% to $272.70)
Shopify falls after the target price reduction on the part of Canaccord Genuity of 185 to 165 dollarsalthough maintaining the recommendation of buy according to Investing.
The firm’s adjustment comes amid what it describes as «a big boost» for Shopify, reflected in the company’s first quarter forecasts, although investors seem concerned about the possible AI-driven disruption in the software sector. This drive is supported by the Shopify’s impressive revenue growth of 30.25% over the last twelve months, with analysts forecasting continued strong growth of 29% for fiscal 2025.
CBRE Group falls face down presentation of results for the fourth quarter and full year 2025 scheduled for tomorrow before the opening of Wall Street.
According to Investinganalysts expect Earnings of $2.68 per share on revenue of $11.67 billionwhich represents a strong sequential acceleration from the third quarter, when it earned $1.61 per share on $10.26 billion in revenue. The projected results would mark an increase in 66% in profits and an increase in 14% in revenue compared to the previous quarter.
IBM falls face down Confluent acquisition vote for $11 billion at $31 per shareaccording to Investing.
Conlfuent will present its results for the fourth quarter of 2025 at the close of the market this Wednesday.
Shareholders are scheduled to vote on February 12, 2026 on the proposed acquisition, with approximately 62% of the voting power already committed in favor of the transaction. The antitrust waiting period Hart-Scott-Family expired in January, satisfying a key condition to completing the merger.
Los Oil futures WTI they go up a +1.69% at 65.04 dollars and the Brent +1.44% at $69.79.
He Oro upload a +1.68% to $5,115 per ounce and the Plata and +4.98% to $84.38.
The pair EUR/USD falls a -0.18% a 1.1872.
Bitcoin falls a -1.25% to $67,819.
The 10-year US bond yield go up +0.68% a 4.173 already 30 years +0.48% to 4,811.
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