Dow Jones, S&P 500 and Nasdaq rise at the close in the run-up to Nvidia

The consensus of analysts predicts that Nvidia revenue will be located in the $65.68 billiononly slightly above the upper limit predicted by the company’s management. He earnings per share will be located in the $1.46 per sharehe gross margin in it 74.97%, according to the forecasts.

Today they will also present their results Salesforce y Snowflaketwo firms hit by fears weighing on software and AI stocks.

Behind him Donald Trump’s “State of the Union” speech the White House intend maintain tariffs with China prior to the failure of the Supreme Court last Friday according to Yahoo Finance.

In statements to Fox Business US Trade Representative Jamieson Greer stated that the White House intends to maintain its tariffs from 35% to ​​50% on products from China, now using alternative methods.

«We expect that level to remain. We have no intention of increasing it beyond that,» Greer said Wednesday morning. «We intend to stay true to the agreement we had before.»

The White House has instituted a temporary 10% global tariff since the ruling, and Greer announced Wednesday morning that the United States will soon announce an increase to the 15% of its temporary 150-day global tariff. It is expected that the administration will take advantage of this period to implement new measures under other legislative authorities, such as the Sections 301 and 232 of the Trade Law.

President Trump will travel to Beijing to meet with the Chinese leader, Xi Jinpingat the end of March, where the leaders of the world’s two largest economies are expected to discuss trade agreements.

Regarding the movements of recent weeks in the market, Apollo chief economist Torsten Sløkhas pointed out that the concern about AI extends to several sectors. Which has led to an increase in the speculative activity where stocks move less together according to Yahoo Finance.

«The proportion of S&P 500 stocks moving more than 10% in a single day has increased, and the high dispersion and low implied correlation suggest that stocks are increasingly trading on their own fundamentals,» Sløk wrote. «At the same time, options activity remains extremely elevated, consistent with heavy retail speculation and similar exposure to leverage. Larger idiosyncratic moves and disproportionate participation in options make the market structure more fragile and more vulnerable to abrupt, disproportionate movement.»

With regards to economic data we had the IEA crude oil inventories to 15,989M compared to the expected 1,800M.

We also had 5-year public debt auction (T-Note) with a yield of 3.615%.

Among the winning actions we have Axon Enterprise (+17.55% to 520.18 dollars), Coinbase Glb Rg-A (+13.58% to 184.03 dollars) and IBM (+3.58% to $237.54)

Axon climb after him reserves growth during the fourth quarter 2025 pointed out by TD Cowenwho raised the target price to 950 dollars according to Investing.

The firm cited the company’s fourth-quarter booking growth from 53% and the FY2026 revenue guidance from 27% to 30%which exceeded the market consensus of 25.5%. The EBITDA margin guide of the company also exceeded expectations. He Axon revenue growth of 33% In the last twelve months it reached 2.78 billion dollarsbacked by impressive gross profit margins of almost 60%.

Coinbase rises in the stock market due to the rise in the price of Bitcoin around 5%/8% in the last sessions. What usually translates into higher trading volume and commissions for the bag, according to To gasoline. Without forgetting the launch of its new service Commission-free stock and ETF trading, 24/5 for US users.integrating it within its platform along with crypto assets. Which has been well received by the market due to a diversification of income, according to Coincentral.

IBM rises after the statements of Morgan Stanley on whether new generative AI tools significantly threaten the mainframe, according to Investing.

Morgan Stanley argued that it is «important to distinguish between access to tools to modernize outside the mainframe and a company’s desire to do so.»

Although the tool Claude Code could make the COBOL modernization easier, cheaper and faster, the mainframe «serves as the backbone for the world’s largest businesses,» including banking systems, payments, airline reservations, and government platforms.

The bank said the risk is not binary. Smaller companies can embrace modernization, and even larger companies could partially migrate.

But Morgan Stanley emphasized that the mainframe also brings «reliability, performance, security and cost benefits that cannot be replicated elsewhere,» and could even support «massively complex AI workloads.»

However, uncertainty is likely to keep volatility high. Morgan Stanley argued that IBM shares can not finding a flat until investors see clearer catalysts, such as sustained software growth, rising free cash flow, or a key quantum breakthrough.

Among the losing stocks we have CoStar Group (-8.89% to 44.78 dollars), First Solar (-13.61% to $210.12) and Sherwin-Williams (-2.05% to $357.25)

Costar Group falls after EBITDA forecasts for the second half of the year. Which led to a reduction in the target price by Citizens of 78 to 73 dollarsalthough maintaining the qualification of “better performance than the market” according to Investing.

He Citizens analyst Andrew Boonehighlighted the quality of CoStar’s commercial business as the company expands into more countries and dives deeper into more verticals.

The analyst pointed out that Homes.com is still a significant investment project with a uncertain path to profitability given your current cost base. CoStar is removing disclosures that previously provided insight into Homes.com’s growth and investments as management continues to believe in the platform’s long-term trajectory.

Citizens stated that the activist investors They are increasingly raising their voices regarding the company’s strategy. The firm believes this creates a scenario in which either operations improve or activists gain momentum and force Homes.com to close.

First Solar falls after the presentation of its quarterly results as we pointed out this afternoon at the opening of Wall Street. The solar energy company registered a profit of $520.9 million, or $4.84 per shareabout some income who rose to 1.68 billion dollars. Analysts expected $1.57 billion. However, they disappoint forecasts for 2026: the company anticipates revenues of between 4.9 and 5.2 billion dollarswhen analysts had anticipated $6.16 billion.

Sherwin-Williams does not fall due to a specific fact but becausesome funds and institutional investors have sold shares, according to DefenseWorld. As Bradley Foster & Sargent Inc. which has reduced its position by 13.3%generating selling pressure about the value.

Before finishing with the rest of the quotes, the Technical analyst of Investment Strategies, José Antonio Gonzálezshares with us an analysis of the Future Mini Nasdaq:

The Future Mini NASDAQ 100 (NQ) advances positions decisively, rising more than 1.3%, in the final stretch of the session on Wall Street and, therefore, on the verge of knowing the quarterly data of the most valuable companies in the world, and the greatest exponent of Artificial Intelligence, such as Nvidia.

The advance allows the quote price of the US technological index to approach the ceiling or intermediate resistance area projected from 25,514 / 25,452 points and, whose surpassing at the close of the daily candle, would enable the update of next bullish objectives towards the zone of significant resistance perfectly identified around 26,660 / 26,340 points which, simultaneously, functions as the upper band of an important secondary or medium-term lateral process.

For its part, the MACD momentum oscillator in daily terms is activating new upward cuts, reinforcing the approach and potential overcoming of the aforementioned intermediate resistances.

Mini NASDAQ 100 Future (NQ) on daily scale with volatility (upper center chart), MACD (lower center chart) and trading activity (lower window). Source: ProRealTime and own elaboration.

He Oil futures falls a -0.18% at 65.51 dollars and the Brent upload a +0.31% at 70.80 dollars.

He Oroupload a +0.22% to $5,187 per ounce and the Plata and +1.96% to $89.22.