The Dow Jones index rises in mid -morning New York 0.45% to mark 43,816 points. At the head of the increases, NVIDIA is placed, with a 3.48%rise, while Amazon advances 2.2%. The greatest fall is for the 1.5% left Johnson & Johnson, similar punishment to the one who receives Merck. The S&P 500 advances 0.78%, at 6,001 points, while Nasdaq 100 rises 1.11% to 19,237 points.
The great Wall Street indices come from a mixed day on Tuesday, with Dow Jones being the only one who managed to save the day in green, with an advance of 0.4%. However, the S&P 500 and Technological Nasdaq left 0.5% and 1.4%, respectively. The Nasdaq has been since this week on negative terrain in the year.
On the mood of investors, fears on the impact that Donald Trump’s new policies will have on the economy, especially in terms of tariffs, while the latest macro data begin to generate doubts about the Health of the US economy. Yesterday, the sales catalyst was a consumer confidence index well below expected.
In today’s macroeconomic agenda, investors have known the figures of construction permits, with a fall of 0.6% monthly In January. Throughout the morning new housing sales will be published throughout the morning, although the next major reference will not reach Friday, when the Personal Consumer Expenditure Index (PCE)the most closely up to the Federal Reserve to establish its monetary policy.
In the Fiscal Front, the Border Tax and Security Cutting Agenda of 4.5 billion dollars from President Donald Trump will be sent to the US Senate after being approved by the House of Representatives, controlled by Republicans.
Meanwhile, the quarterly results season already faces its final stretch. With 452 S & P 500 having published its accounts, the average increase of the benefit per share is 13.8%, compared to the 7.5% expected before the publication of the First Company. According to Bankinter analysts calculations, 75.8% of companies beaten results, disappoint 18.0% and the remaining 6.2% are online. In the last quarter (3t 2024) the benefit per share increased by 9.1%, compared to 5.1% expected.
All eyes are placed today in the Nvidia accounts, which will be published at the close of the regular day. In principle, the semiconductor giant is expected to report a revenue of 38.1 billion dollars, with an increase of 72%, with a net profit that would reach 19.6 billion dollars, which would result in 85 cents for earnings by action. Experts also expect NVIDIA to establish the income forecast of the first fiscal quarter at 42,000 million dollars.
However, beyond the published figures, Juan J. Fernández-Figares, from Link Managementwarns that “it will be decisive for how the actions of the company and the sector react as a whole what its managers say about The future evolution of the demand for its products” “If they do not convince, it is very feasible for sales in this type of values to continue, opting for investors to position themselves in others with less demanding valuations,” he adds.
The report comes at a crucial moment for Nvidia: the emergence of Deepseek at the end of January raised questions about the sustainability of the artificial intelligence businesswhich had been the great protagonist of the parquet for the last two years. So far this year, the semiconductor giant drags an 8.5%drop, although in the last 12 months it still rises 60%.
Without leaving the sector, Super Micro Computer’s actions shoot 18.5% in the first bars of the negotiation after The company has finally managed to present its financial statements before the deadline that had put the Nasdaq.
Specifically, he has presented to the SEC the updated and audited states of his fiscal year 2024, as well as the first two quarters of fiscal year 2025. The Nasdaq had given Super Micro until February 25 to deliver the reports or, of The opposite, face the exclusion of the bag. The shares had fallen 47% in the last 12 months.
Back to the results season, workday shares shoot 10.5% in the first market operations after exceed income expectations thanks to an increase in demand for its subscription services.
The total revenues amounted to 2,210 million in the quarter ending on January 31, exceeding the estimates of analysts of 2,180 million. The company reported a 16% increase in subscription revenues to up to 2,040 million. On an adjusted base, the earnings per share amounted to $ 1.92, compared to the 1.78 expected dollars.
Advances in the 4.5% environment for Lowe’s after the retailer has broken market expectations with its quarterly accounts. The company He earned $ 1.93 per share of revenues of 18,550 million dollars. The analysts had predicted $ 1.84 per earning share and 18.3 billion income.
The TJX Companies retailer has also presented a profits of $ 1.23, above the expected $ 1.16. The income has also broken market expectations, with a figure of 16,350 million, above the 16,200 million expected. The shares rise more than 3.5% in the New York morning.
General Motors’ shares rise 4.5% after the car has increased its quarterly dividend and initiated a repurchase of shares for 6,000 million dollars, of which 2,000 million are expected only in the second quarter. The company increases its dividend by 25% to 15 cents per share, matching Ford Motor.
Intuit shoots 8.5% in the opening of the session. The company He earned $ 3.32 adjusted by action on revenues of 3,960 million dollarswhile analysts had predicted a gain of $ 2.58 per share and income of $ 3,830 million.
In raw material markets, few changes in oil prices, with international reference Brent up to $ 68.97 per barrel.
The euro drops 0.21% against the dollar until they leave the exchange rate at $ 1,0491 for each community currency.
In the fixed income, the profitability of the American bonus at ten years lowers slightly and remains at its minimum of the year, in 4,299%.