Futures linked to Dow Jones yield 0.01% to 44,707 points, while those of the S&P 500 rise 0.22%, at 6,025 points. Nasdaq 100 futures advance 0.24%, up to 21,179 points.
The large New York indices come from a very agitated session yesterday in which only Dow Jones managed to escape from punishment, closing with a 0.65%rise. The S&P 500 dropped 1.46%, while the Nasdaq of great technological weight fell 3.07%.
The strong falls in the technological sector saw the emergence of Deepseek, a Chinese artificial intelligence model of open source and much cheaper that has questioned the investment of large technological technology in artificial intelligence. Deepseek surpassed his Openai rival on Monday to become the most unloaded free application in the US Apple app.
The concern was reflected above all in Nvidia, the great favorite of Wall Street during the last year, which registered a collapse of 17% that He evaporated no less than 600,000 million of stock market capitalization. Never before in history a single company had lost so much in the market in a single day. Today the actions of the semiconductor manufacturer manage to bounce 2.5% in the pre -opening.
«Yesterday’s falls are caused by the doubts to be assumed The questioning of the Business Model for strong investments and high performance chips on which the IA development is currently based. In addition, the little information about this new application caused the first reaction of investors to take benefits, ”says Bankinter analysts in a report.
“From our point of view, this week will be key to see the reaction and comments of the companies in the sector. If the messages of the companies are positive we believe that throughout the week the situation could be reassured and some recovery occurs after yesterday’s strong falls. In this sense, it will be key to check if in the next few days the main members of the sector confirm the current perspectives for the growth of the sector’s benefits (around +30% by 2025 and 2026 according to market consensus), which would support the quotes ”.
And it is that the technological shock has arrived just at a time when companies are in full Results Season. In the next few days, four of the so -called 7 magnificent -Microsoft, Meta (Facebook), Tesla and Apple – will present their accounts, although for the Nvidia accounts, the most anticipated, we will have to wait almost a month, until the 26th of February.
At the moment, the results season is quite solid. With 78 companies of the S&P 500 having published its accounts, the average increase of the benefit per share is 8.2%, compared to the 7.5% expected before the publication of the first company. Bate results 80.7% of companies disappoint 12.0% and the remaining 7.3% are online. In the last quarter (3t 2024) the profits per share increased by 9.1%, compared to the 5.1% expected initially.
Among the companies that have published their accounts stand out Boeing, which lost 3.8 billion dollars in the fourth quarter. The losses per share were $ 5.46, well above $ 3.08 per share that analysts expected. The aeronautical manufacturer has lost more than 35,000 million dollars since 2019, after the accidents of two Max aircraft, at that time they were new, in which 346 people died.
Falls of more than 3% for Lockheed Martin. The defense giant registered a net profit of 527 million dollars, or 2.22 dollars per share, a drop of 71% compared to the previous year, since it registered 1,290 million dollars in losses associated with programs classified in its units of its units of Aeronautical business, missiles and fire control.
But, above all, they disappoint their expectations by 2025. Lockheed waits An action for action between $ 27 and $ 27.30 By action, while the company continues to deal with the delays in the implementation of a technological update in the F-35.
General Motors registered income of 47.7 billion dollars, compared to the 44,460 million estimated by analysts, and an increase of 11% compared to the same period last year. Incorsed earnings per action were $ 1.92, above 1.83 dollars expected
At the closure of the regular session, Starbucks accounts are also expected.
Waiting for Microsoft to present its accounts tomorrow, the company is also news after the president, Donald Trump, has announced that he would be in conversations to acquire Tiktok, the popular app of Chinese origin that remains under threat of prohibition in prohibition in USA.
In the analysts’ recommendations, Autodesk rises 2% in the pre -opening after Mizuho has raised the target price in no less than $ 120, up to 400 dollars per share, with a bullish potential of 33.7% At the end of yesterday. The recommendation improves from ‘Neutral’ to ‘Overwater’.
To also take into account that the Federal Reserve starts its two -day monetary policy meeting today. Future of federal funds are discounting a 97% probability that interest rates remain unchanged, according to the CMEGroup Fedwatch tool, so attention seems more in the press conference of Jerome Powell.
In fixed income, always very sensitive to changes in monetary policy, today The profitability of the American bond rises to 4,566%. Yesterday the yields, which move reverse to prices, fell significantly before the search for safer assets investors.
Inflation data (PCE) that will be published on Friday will provide investors with a greater perspective on the health of the US economy. Today they have met requests for durable goods in December, with a 2.2% drop which contrasts with the 0.6% rise expected by the market. In addition, the November data was reviewed down, from -1.2% to -2.0%.
In raw material markets, oil prices, Oil prices rise slightly on Tuesday but remain close to their minimum of two weekssince the weak economic data of China and the increase in temperatures in other parts of the world harm demand perspectives. However, they are supported by an interruption of oil load operations in the port of Es cider, in Libya.
International reference Brent oil rises 0.56% to $ 76.63 per barrel, while American West Texas futures advance 0.60%, at $ 73.61.
The euro drops today 0.65% against the dollar until leaving the exchange rate at $ 1,0424 for each community currency.