The main Wall Street indices quoted upclosing one of its most successful weeks of the year, leaving aside an unexpected fall in consumer’s confidence, since persistent optimism on the recent agreement between the US and China, relieved investors’ fears, with respect to the escalation of world commercial tensions and increased risk for the economy.
The Dow Jones index of Industriales rose 0.78% to 42,654.74 points this Friday, May 16; The S&P500 won 0.69% to 5,957.63 points and Nasdaq Composite showed 0.52% to 19,211.10 points.
Surprise in consumer confidence
The preliminary reading of the Consumer Trust Survey of the University of Michigan for May was 50.8, below April 52.2, which contradicted the expectations of an increase to 53.4. Trust has fallen almost 30% since January 2025.
Meanwhile, The expectation of inflation one year, according to the survey, shot at 7.3%compared to 6.5% expected. Likewise, the inflation forecast at 5-10 years was 4.6%, compared to 4.4% expected.
The impact of tariffs is expected, although now much more moderate than that of April 2, it is reflected in the economic data of the coming months. Some Wall Street analysts warn about future inflationary pressures.
The most outstanding wheel actions on Wall Street
In the corporate sector, the actions of Apply materials They fell 5.4% after the producer of equipment for the manufacture of chips recorded smaller sales than those planned in their most important segment.
The income of its semiconductor systems unit, which represents most of its total sales, reached US $ 5,260 million, compared to estimates of US $ 5,320 million.
The actions of Energy view They rose 2.6% after the company announced an agreement of US $ 1.9 billion to buy natural gas assets, which are probably part of their ambition to generate electricity for artificial intelligence data centers.
The video game editor Take-two interactive software It fell 2.2% after its annual reservations forecast did not reach the estimates, after a delay in its expected Grand Theft Auto VI.
The actions of Charter Communications, inc. They advanced 1.7% before the announcement of the cable company, which will merge with Cox Communications, which valued COX at US $ 34.5 billion at the business level, one of the largest operations in the sector.
Constellation Brandsfor its part, it advanced 2.6%, after the latest regulatory presentations of Berkshire Hathaway where it was shown that the conglomerate doubled its participation in the brewery.
The greatest increases and casualties of the wheel
Among the actions that were most appreciated appear Academ (+26.4%), Tonix (+21.7%), D-Wave quantum (+11.2%), Pony (+10.7%) and Zoomfo (+10.2%).
While the most resigned value found, Globant (-22.8%), Newgg (-16.8%), Daxxity (-9.8%), Lionsgate (-7.3%) and Brady (-6.5%)
BCA: What are the similarities and key discrepancies between 2025 and 2000?
This year is being developed as a scheme that has a dynamic similar to that of 2000, according to BCA Research, but with distinctions that could reformulate investment strategies. “The fall of the technological actions of 2025, followed by the recent and strong rebound against the trend, remembers 2000“The entity said.
Among the main similarities, BCA pointed out a concentrated market peak led by AI actions in 2025, as led by the Puntocom in 2000and a strong liquidation caused by global growth shocks.
The firm explained that, at the beginning of the century, the impact came from the contraction of the GDP of Japan; In 2025, it was the de facto commercial of the United States to China. Both threats subsequently softened, which triggered a rebound during the summer.
They observe that other similarities include inflation that does not yield in the United States, a adjusted labor market in which “the demand for labor exceeded the supply of labor” and deflation in the second largest economy in the world (China today, Japan then).
However, key differences are observed. The AI bubble is much smaller geographically in the US and its assessment is less extreme than that of its predecessor, the bubble Puntocom.
Even more dangerous, global debt is much greater now, which increases vulnerability to recession. BCA also marked that, under the administration of the “President Trump 2.0”, the American treasure bonds and the dollar no longer have the same appeal as shelter.
“A recession in the United States is not imminent,” said the firm, but “it could enter a slight in 2026 due to a negative wealth effect.
Source: Ambito
I am a 24-year-old writer and journalist who has been working in the news industry for the past two years. I write primarily about market news, so if you’re looking for insights into what’s going on in the stock market or economic indicators, you’ve come to the right place. I also dabble in writing articles on lifestyle trends and pop culture news.
