A bad day for him US President Donald Trump. It is that the Supreme Courthas ruled against “Liberation Day” tariffs to various business partners. Without forgetting the US GDP which grew more slowly than expected in the fourth quarter, a 1.4%, well below forecasts. What has driven the DOW JONES Ind Average, S&P 500 y NASDAQ 100 at the close of Friday and the week a +0.47% to 49,625 points, +0.69% to 6,909 points and +0.90% to 22,886 points respectively.
According to the Supreme CourtTrump exceeded his powers by invoking the International Emergency Economic Powers Law.
This ruling was like a balm for firms in the kitchen furniture and utensils as Bob’s Discount.
In an interview with Yahoo Finance two weeks ago, Bill Barton, President and CEO of Bob’s Discount Furniturecalled 2025 «a difficult year with tariffs.»
He added: «We do not sell third-party brands, everything we sell is made for us. We maintain strong, long-standing relationships with our manufacturing partners…because of those relationships, we were able to renegotiate costs and reduce them to offset much of the tariffs.»
Dan Ives, managing director of Wedbushpointed out that this ruling is also good for the technology firms according to Yahoo Finance.
«We believe this would have a net positive effect for the technology, providing financial relief for many businesses, while also generating greater supply chain visibility, especially in Asia,» Ives wrote in a note to clients.
«This will be a very contentious situation, but for the technology sector and the AI trade, in our view, it is a positive outcome from the beginning,» Ives added.
In other corporate news, the artificial intelligence or AI continues to generate fear. On this occasion, the cybersecurity firms after the announcement of Anthropic of one new safety feature for your Claude AI modelaccording to Yahoo Finance.
Anthropic said the new feature, available in a limited research preview, «scans code bases for security vulnerabilities and suggests specific software patches for human review, allowing teams to find and fix security issues that traditional methods often miss.»
Regarding other economic data we had the February Manufacturing PMI with a 51.2 versus 52.4 expected, February Services PMI with a 52.3 compared to the expected 53, February S&P Global Composite PMI with a 52.3 compared to the previous 53, November new home sales with 758K versus previous 737K, new home salesDecember with 745K versus the expected 732K, the University of Michigan published his data February consumer confidence with a 56.6 compared to the expected 57.3, expectations ofFebruary inflation with 3.4% compared to the expected 3.5%, consumer expectations ofFebruary with a 56.6 the same as expected, February 5-year inflation forecasts with 3.3% compared to the expected 3.4% and the GDPNow de la FED de Atlanta (1T) with 3.1% compared to the expected 3.0%.
Among the winning actions we have PDD Sp ADS-A (+2.93% to 104.94 dollars), Corning Inc (+7.29% to $139.46) and Amazon (+2.60% to $210.19)
PDD and Amazon They rise, like other stocks in the sector, after the ruling against Donald Trump’s tariffs.
Corning goes up after advancing in a multi-year agreement with Meta (Facebook) valued at up to 6 billion dollars to provide fiber optic cabling and connectivity solutions for large-scale data centers, according to StocksToTrade. This is seen as a catalyst for future growth in AI and communications infrastructure, driving investor attention.
Among the losing stocks we have CrwdStrik Hldg Rg-A (-7.95% to $388.57), Skilled Technologist (-13.98% to $94.27) and Walmart (-1.51% to $122.98)
Crowdstrike falls on what was mentioned above about Anthropic and their new security role for Claude.
Akami falls after the presentation of its fourth quarter results 2025according to Investing.
Akamai reported fourth-quarter results that beat expectations in both revenue and profit. He Cloud and Infrastructure Services segment The company’s growth accelerated to 44% year-over-year growth in constant currency, compared to 39% year-over-year growth in the previous quarter, placing it towards the upper end of the 40% to 45% guidance range.
The company guided that Cloud and Infrastructure Services will further accelerate to 45% to 50% year-over-year growth in 2026. Akamai signed a four-year contract worth $200 million in total value of the contract with a major American technology company, with most of that spending expected to go to AI inference.
Walmart falls even though UBS will raise your price target of $135 to $147 with a recommendation of buy citing positive elements for the firm in the results of thefourth quarter 2025 as maintaining comparable sales momentum in the United States driven by e-commerce growth in the high twenty percent range, according to Investing.
Walmart continued to generate disproportionate growth in alternative profit streams, with advertising and membership combined accounting for more than a third of its EBIT, according to UBS.
The retailer generated more than 10 basis points of leverage in SG&A for the first time in 11 quarters as it began to see results from automation, digital shelf labels and labor efficiency initiatives.
He Walmart’s EBIT beat the consensus forecast by 2% for the quarter.
Before finishing with the rest of the quotes, Technical analyst of Investment Strategies, José Antonio Gonzálezshares with us an analysis of the Mini S&P 500 Future:
The Future Mini S&P 500 (ES) is recovering positions around half a percentage point, exceeding the level of 6,930 points, a movement that forces us to monitor the confirmation of a bullish engulfing candle at the close of the daily candle, which we will obtain with a close today, Friday, above the previous opening, specifically, above 6,891 points.
The recovery is carried out after the annulment by the US Supreme Court of President Donald Trump’s broad tariffs, alleviating the previous bearish sentiment that arose after learning of bad macroeconomic data for equities, with a combination of factors such as PCE higher than estimated in all its variants, as well as a drastic slowdown in the country’s economic growth.
The technical movement, supported by an important political event, could return the Mini S&P 500 Future again to the significant resistance area around 7,043 / 7,013 points, a ceiling or resistance area that functions as the upper band of a secondary or medium-term lateral range and, whose surpassing, remains the main scenario in the short and medium term.
Mini S&P 500 (ES) future on daily scale with volatility (upper center chart), MACD (lower center chart) and trading activity (lower window). Source: ProRealTime and own elaboration.
Los Oil futures WTI caen one -0.08% at 66.35 dollars y Brent a -0.06% at 71.62 dollars.
He Oro upload a +2.40% to $5,117 and the Plata +8.27% to $84.05.
The pair EUR/USD upload a +0.15% a 1.1789.
Bitcoin upload a +1.24% to $67,813.
He US 10-year bond yield and +0.22% a 4.086 already 30 years +0.49% to 4,727.
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