In the Spanish bag the sun wears with levels above 14,200 points, Road of new maximums. Determined advances and the best, mostly extended throughout the values that make up the Spanish selective with barely falls and without force, in the face of the strong generalized revaluation.
The good feelings that were glimpsed yesterday but prevented the conviction of investors before the positive march of negotiations between the European Union and the United States. Today it has not been so, better feelings in the market, with the endorse that commercial conversations about levies are going well, but they have not closed, and talk about that 10% general with some exceptions that would still be on the table.
The infection of optimism is evident In each and every one of the European stock markets with an Ibex that already, the border of the second semester of the year is transferred by 22.6% in this 2025. The levels bring us closer to a new record of 17 and a half years that we did not see in the Spanish selective for a month.
The IBEX 35 closes the session with 1.24%profits to 14,254.40 points, with the increases of securities such as Indra 5.42%, Grifols to 5.19%, and Solaria 3.99%and falls in companies such as Puig Brands B 0.78%, Repsol 0.47%and Enagas 0.26%.
Among the news of the day, the Grifols beaming that already enjoys levels that were not seen in the value since the times in which the possibility of an OPA by Brookfield that was finally defined.
And it is at the expense of The forecasts of good results that JPMorgan predicts for value.We talk about income growth of 7.9% in constant currencywith a sequential acceleration of 0.5 percentage points thanks to higher sales of albumin, ALPH1 and products specialized in its biopharma division, although with more moderation due to the exchange rate effect. Recall that most of the business comes from the United States.
Good session also for banks, with an eye on Banco Santander that several consecutive advances of advances after recently producing the activation of a bullish objective, so that, we continue to maintain a constructive attitude, with a pricing objective in the surroundings of € 7.67 per action, according to the technical analyst of investment strategies, Álvaro Nieto.
Attention also to Indra and its new maximums on maximums, with the indicator of the Euro Stoxx 600 defense with record and the view in tomorrow, in an extraordinary session of its board of directors in which the merger by absorption of the Mechanical Escribano & Engineering (Em & e Group), the family business of its executive president and shareholder, Ángel Escribano, is planned.
Despite the discrepancies in the organization, everything indicates that the company will approve the acquisition and integration of the family group in the company chaired by Ángel Escribano, also co -owner of EM & e. With five consecutive bullish sessions for value.
EIAG (Iberia) With Bernstein that leaves its recommendation on the value to exceed its shares with a target price of 450 pence in the London Stock Exchange, equivalent to 5,215 euros per share, that is. A possible improvement on its yesterday closing price of 25% and that both week and month are being clearly positive for value.
Already in the rest of Europe, a general upward sign for the indicators, the EURO Stoxx 50 rises 1.41% to 5,447 points, CAC 40 advances 1.44% to 7,878 points, the Dax gana 1.47% to 24,550 points, and the London session ends to el FT 100 with increases of 0.18% to 8,870 points.
And in Wall Street, moderate profits waiting for news, but some tariff tranquility, although today, again Trump attacks again against the president of the Fed, Jerome Powell for not lowering interest rates.
But the great protagonist of the day is Nvidia that goes up to 165 dollars and becomes the company with the most value in history, by capitalizing 4 billion dollars in Wall Street, with its new interannual maximums. Already intradic last Thursday exceeded 3,915 billion dollars of Apple in last December.
In historical maximums and David Rainville, portfolio manager at Sycomore AM, part of Generali Investments highlights that this last movement reflects a new improvement in the demand of its AI chips More than a simple multiple expansion, or «advertising hype.»
The bullish surprise for investors is derived from three factors, such as The strong improvement of the ability of AI models, the rapid adoption of AI tools and the sustained technological advantage of the company, which has allowed it to keep its dominant market share in AI data centers.
Prime also for Sharplink Gam that earns 21.3% more after advancing more than 28.5% yesterday.
The online games company continues to quote The announcement of the purchase of 7,689 additional Ethereums in its treasury, in which 19.2 million dollars are being spent. Now it treasures 205,634 ETH valued at about 533 million dollars. Their plans go through the sale of 64 million shares to buy more ETH in the market, with all its current holdings of the second cryptocurrency of the market betting or reinvesting to obtain profitability.
Without leaving the Big Tech, the founder of Amazon, Jeff Bezos, sold almost three million shares worth $ 665.8 million in two days in July, according to a regulatory report presented on Tuesday. The sale of shares is part of a plan announced earlier this year that implies the sale of up to 25 million Amazon shares until May 2026. For now the value earns in the first business minutes more than 0.8%.
At the end of the day in the Spanish Stock Exchange, the Dow Jones Indege is maintained with profits of 0.08% to 44,274 points, with an S&P 500 that rises 0.20% to 6,237 and a Nasdaq OMX that marks levels at 20,512 points and advances 0.47%.
Already in the fixed income, the profitability of the assets are cut at the close, With 0.30% drops for the Spanish bonus to 10 years to 3,288% while, the German BUND places its performance in 2,6290% and drops 0.57%. The risk premium rises half a point to 65.80 basic points.
In oil, advances for The brent that quotes in the $ 70.27 and earns 0.17% And for the West Texas, which, in this case, rises 0.19% to $ 68.47. Meanwhile, gold futures remain at opening levels at $ 3.316.
The euro dollar with downward movements of the unique currency of 0.13%, while the dollar earns to 1,1710 in its change with the American green ticket.
With a bitcoin that is revitalized, it earns 0.56% to 108,880 dollars per active.