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Agustín Escobar te lleva a través de los titulares del mercado de esta semana.

Tom Staudt, president of ARK Invest (@ARKInvest2015), discusses how the decline of AI inference costs opens the door to a stronger productivity, which in turn leads to a stronger economy. A tentative merger between Tesla (TSLA) and SpaceX (SPCX) is something he believes adds to that thesis. Tom points out that Elon Musk has a track record of combining companies and offers synergies in AI endeavors. However, he warns a merger poses risks in missing stronger robotaxi growth. All that said, ARK still has a $4,400 price target in Tesla for 2031.

Another volatile week for the stock market comes to a close, and that volatility extends to global markets with SK Hynix (SKHY) scrapping its Solidigm IPO, for now. Crude oil's climb back over $100 has international investors nervous of destruction demand in the energy trade. Sam Vadas and Marley Kayden take investors through their final takeaways of Friday.

Meta Platforms (META) earnings, paired with CoreWeave (CRWV) and its mounting debt, are two key factors Marta Norton attributes to "squeamishness" in the AI trade. An ever-changing landscape for tech also makes it hard to pick winners. While AI remains the key driver behind U.S. economic growth, Marta urges investors to consider "what economic environment we are going to be in" should elevated interest rates and Treasury yields continue to hinder company outlooks. With this in mind, she tells investors not to buy into AI bubble talk, but don't expect the boom to continue, either.

Steve Wyett says access to capital for AI-tied companies is where stress will notably hit their bottom lines, seen in the reaction to Meta Platforms (META) earnings. He adds that demand is increasing but the cost of compute is going down, a dichotomy he sees as bearish long-term. Lingering pressures on U.S. consumers brought by rising energy prices add to Steve's lists of concerns not just for the AI trade, but for sectors across the stock market.

The 7,600 level in the S&P 500 (SPX) is a critical level Brett Crowther of Charles Schwab is watching Friday and the coming sessions. A break below that support will open a trap door to steeper selling, according to Brett. In equities, he's eyeing a lasting upward trend in Apple (AAPL) ahead of earnings and bearish divergence in Coca-Cola (KO).

Will McGough of Prime Capital Financial explains how his firm is navigating volatility around the energy trade and concerns that AI spending will outweigh earnings. He still believes Nvidia (NVDA) is a strong stock at current levels given the Mag 7 company's robust earnings growth and commanding cash pile.

Apple (AAPL) hit an all-time high Friday after the iPhone developer launched its iPhone Duo. @WindowsCentral's Daniel Rubino notes first-gen quirks and glitches but considers the device a step in the right direction for Apple. Supply contraints are pushing restocks back to January, but as Daniel points out, it buys the company time to ramp up Siri and other AI capabilities. Melissa Otto sees the Duo as an opportunity for Apple to leverage its services even more than it currently does. Both panelists also discuss Apple's other tech innovations and whether they will keep customers interested long-term.

Western Digital (WDC) offers a "great window into the AI buildout," says Don Gentile. who believes the company's 50% revenue boost offers a strong bull case for the AI trade. The stock is down over 50% from all-time highs. Don explains how enterprises will serve as the primary driver to Western Digital's long-term growth and buoy significant downside moves further. He turns to Seagate (STX) ahead of its earnings next week and ways AI memory will bolster AI infrastructure long-term.

Tom Coughlin discusses the greater hard disk drive industry as companies like Micron (MU), Western Digital (WDC), SanDisk (SNDK) and other AI memory chips command price action. He predicts 80% of data center information will be stored via HDD, opening the door for these companies to command the space even more. For Western Digital in particular, Tom sees new HDD developments benefitting the company's profit momentum. He points to notable signs of strength in earnings to outline his long-term bull case in AI memory demand.

As Starbucks (SBUX) continues to brew coffee for millions of Americans every day, Landon Swan of LikeFolio argues there's a storm brewing around the company's long-term outlook. LikeFolio's data shows Starbucks sitting at near-flat consumer demand as Dutch Bros. (BROS), 7Brew, and Dunkin' Donuts interest surges. Landon discusses whether one of these smaller competitors can become a big enough thorn in Starbucks' side to really cut into its market share.

Tesla (TSLA) is increasingly positioning itself as more than an electric-vehicle company through autonomy, Robotaxi, Optimus and energy storage. In this week's Tech Corner, George Tsilis breaks down Tesla’s latest quarterly earnings which showed improving automotive margins, growing FSD adoption, and the expansion of its energy-storage business. George also examines the risks facing Tesla, including slower automotive growth, intense EV competition, execution challenges facing autonomy and an elevated historical valuation.

Spotify (SPOT) shares have lagged throughout 2026, though this week's earnings report turned up bullish volume despite posting a double miss. Barton Crockett of Rosenblatt calls the company a "lovable neutral" when rating the stock due to a strong business model that relies too much on subscriber revenue. Spotify's premium valuation is a factor he points to as a concern for forward growth. Corey Martin argues that the company adding subscribers while raising prices shows its long-term value to consumers.

Both supply chain challenges and robust demand are keeping Apple (AAPL) from selling more iPhone Duos, argues Karan Ramchandani. He adds that the $1,999 price tag for the new phone helps the profit picture, though it acts as a double-edged sword in boxing out some of its regular customers. As for Apple's AI story, Karan believes the iPhone developer needs to flip the script on how it incorporates the software with its evolving hardware.

Parabolic runs in some AI stocks, paired with mounting geopolitical uncertainty, leads Tim Bohen (@stockstotrade) to urge investor caution and "dial things back" until volatility cools. He turns to three stocks he sees weathering the sharp market moves. Tim points to Apple (AAPL) as a safer stock tied to the AI trade while pointing to Nasdaq (NDAQ) and Chevron (CVX) as companies that will continue their all-time high breakouts. Kevin Green highlights the trends he's watching in the stock charts.