IBM suffered a 13% drop yesterday, dragging down other tech firms, following Anthropic's announcement of its Claude Code tool, which can automate key tasks in COBOL modernization, a strategic area for IBM. On Wall Street, the Dow Jones fell 1.66%, the S&P 500 dropped 1.04%, and the Nasdaq lost 1.13%. For today, U.S. futures anticipate a moderate recovery (+0.20%), while European markets are up 0.24%. The Ibex 35 started the week at historic highs, surpassing 18,271 points, and after exceeding 18,500, it could extend its rise to 19,000 points. The index's performance will largely depend on Telefónica and Endesa, as well as the results from Metrovacesa. Additionally, investors are closely watching the implementation of tariffs announced by Donald Trump and the debate on artificial intelligence. In this environment of increased caution, bitcoin is also affected, falling below $63,000, hitting a low of $62,964.64, impacted by capital withdrawal from higher-risk assets. According to Christopher Hamilton from Invesco, this decline reflects an adjustment in risk appetite rather than a specific event in the crypto market. Among other events of the day, Christine Lagarde will participate in a roundtable, and Donald Trump will deliver his annual State of the Union address amid high political and economic tension. The euro is trading at $1.1779 (-0.04%). Oil is up 0.7% (Brent: $72.00; WTI: $66.79). Gold is down 0.45% ($5,202) and silver is up 1.95% ($88.26). The yield on the 10-year U.S. bond stands at 4.046%. Bitcoin is trading at $63,202 and Ethereum at $1,827. Source: bolsamania.com