Dow Jones takes up the earnings pending the US trade war

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By Jack Ferson

Wall Street closed upwards yesterday Monday, with optimistic investors on commercial negotiations between the United States and its partners, despite the last impulse of President Donald Trump to double steel and aluminum tariffs. Specifically, the S&P 500 won 0.41% in the 5,935.94 points, the Nasdaq Composite advanced 0.67% to 19,242.61 points, and the Dow Jones rose 0.08% to 42,305.48 points.

But after a slightly downward, half a session, the DOW JONES Ind Average rises 0.17% and is placed at 42,379 points, with a S&P 500 that earns 0.32% to 5,955 points and a Nasdaq omx that advances 0.73% to 19,378 points.

Within the Dow Jones, Nvidia (1.16%) and Amazon (0.87%) are the most upward shares at the opening of the bag today, while Amgen (-1.54%) and UnitedHealth (-1.45%) are the titles that fall the most.

All this on a day in which interest in risk is something affected by Concerns about a renewed commercial conflict between the US and China -The President Donald Trump has accused China of violating a truce on critical minerals, an affirmation that Beijin later refuted- and in which it has been known that The White House wants countries to present their best offers for commercial negotiations Before Wednesday, Reuters reported, while US officials intensify efforts to ensure agreements with individual nations before the end of the 90 -day pause to the punitive reciprocal tariffs.

In addition, the subtractions of this Tuesday also occur in the heat of the Sow of OECD growth forecasts for the United States: The OECD now foresees an expansion of the US economy of only 1.6 %, compared to the previous 2.2 %.

On the macro side, Wall Street also expects today with interest in the publication of the Vacancies and Labor Rotation Survey (Jolts), which will be followed tomorrow the employment figures of ADP and non -agricultural payrolls of May on Friday.

Business news

Meanwhile, on the business side, with almost all S&P 500 companies finishing accounts, the results season is coming to an end. This Tuesday, Dollar General has increased its annual objectives after exceeding estimates of quarterly benefits and sales, in marked contrast with other retailers who have cut their financial forecasts due to tariffs. Now, Dollar General expects the annual sales growth in comparable stores to be between 1.5% and 2.5%, compared to its previous objective from 1.2% to 2.2%. Comparable sales of the company, based in Goodlettsville, Tennessee, grew 2.4% in the three months ended on May 2, exceeding estimates of an increase of 1.41%.

The HEMS & Hers HLTH company has announced plans to acquire the European Digital Health Platform Zava, pointing out a bold step in its international ambitions. The agreement, which will be paid completely in cash and is scheduled to close in the second half of 2025, will lead the American Telesalud company to Germany, France, Ireland, and will even more strengthen its presence in the United Kingdom. The incorporation of 1.3 million active clients in Zava represents a 50% increase in the total user base, unlocking new income roads in key European markets.

The American technological giant Apple has filed an appeal against the decision of the European Commission in relation to the interoperability of iOS operating systems with other manufacturers. The company considers that this measure raises «huge risks to privacy and security» of European Union users, in addition to limiting its ability to offer innovative products and functions in the European market. An Apple spokesman has expressed that EU’s interoperability requirements «create a process that is not reasonable, is expensive and slows innovation.» The company maintains that these requirements could present sensitive information from users to companies interested in data, which represents a risk to the privacy and safety of users in the EU.

Goal (Facebook) has signed a 20 -year agreement to buy Constellation nuclear energy continuing the wave of technological giants that are associated with the industry to meet the growing energy needs of data centers. As of June 2027, Meta will buy approximately 1.1 energy gigawatts of the Clellation Clinton Clean Energy Center in Illinois, which represents the total production of the only nuclear reactor of the complex. Companies stated that the long -term agreement will support the continuous operation of the plant, as well as its license renewal. Without the finishing commitment, the plant ran the risk of closing when its credit of zero emissions, on which it depends since 2017.

Bank of America has decided to raise the target price of Boeing shares at 260 dollars per share, which represents a potential of 23% compared to the current price. At the same time, the financial entity has improved its recommendation on the actions of the airline, moving from ‘neutral’ to ‘purchase’. Analyst Ronald Epstein stressed that various agreements, including a record order of Qatar Airways, together with the lifting of China’s prohibition to airlines to receive Boeing airplanes, they are contributing to restore confidence in manufacturer’s actions. These positive factors are generating a favorable impact on the valuation of the company, as reported ‘Bloomberg‘.

CITI elevates Broadcom’s target price at $ 66, up to $ 276, which implies a rise potential of approximately 11% compared to Monday. Also recommend buying.

Other markets

In the crude oil market, oil futures rise to the concerns about the supply, with Iran about to reject a proposal for a nuclear agreement of the US that would be key to relieve sanctions on the large oil producer, and with the extraction in Canada affected by the fires. The futures of crude Brent They earn 1.08% to $ 65.33 per barrel. The US crude West Texas Intermediate rises 1.31% to $ 63.33 a barrel.

In the land of currencies, the dollar gains ground in front of the euro: the euro dollar pair cuts 0.57% to 1,1379 green tickets. Meanwhile, Bitcoin rises 1.05% in 105,300 dollars.

Finally, in the fixed income market, the yields of the treasure bonds fall, since the operators seek refuge. He 10 -year treasure bond performance Reference falls more than half point to 4,434%.

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