The Dow Jones remains flat at 44,557 points, while the S&P 500 drops 0.20%, in 6,025 points. The Nasdaq decoced 0.64% to 19,529 points.
The large New York indices come from a positive session on yesterday. The Nasdaq Composite and the S&P 500Subated 1.4% and 0.7%, respectively, led by Palantir, which closed in a new maximum. The Dow Jones had a more modest behavior but ended up rising 0.3%.
Today the attention is directed to the technological sector, after the bad reception (-7.15%) that Alphabet accounts, one of the so-called 7 magnificent 7 accounts. The Google matrix scored profits of $ 2.15, above the expected $ 2.13, but the income stood below expected, with a figure of 96,470 million that does not reach the forecast of 96,560 millions that had managed the market.
Above all They concern income lower than those planned in the cloud sectoras expense in artificial intelligence increases. Investors begin to fear that Megacaps will take longer than what they had thought about capitalizing their artificial intelligence ambitions.
“These companies, the hyperscalars, are convicted if they do and convicted if they do not, because they have to spend a lot to remain competitive, but are cutting their cash flow,” explains Savita Subramanian, from Bank of America, in statements the CNBC.
“I don’t think the game for great capitalization technology is over. I think they are large companies with many options. They can do what they did in 2023: cut costs, prop up balances, make great repurchases, and they are doing a lot of that, ”he adds. “But they have to hire more, they have to spend more. It is not the same history of benefits that it used to be”.
Also strong falls for AMD, which collapses 9.8% in pre -criticism. And that has exceeded income estimates, with a figure in the fourth quarter of 7,660 million that exceeds 7,540 million expected by analysts. The earnings per share were in line with what was expected, at $ 1.09. The chips manufacturer awaits for the first quarter revenues between 6,800 and 7,400 million dollars.
Also in the technological sector, Apple’s actions fall 2.17% after Bloomberg has published that Chinese regulators are considering the possibility of opening formal investigation into the rates and policies of the app storeof the iPhone giant.
The State Administration for Market Regulation (SAMR) is studying policies that include Apple third -party applications.
The investigation arrives at a delicate time between the US and China for the crossing of tariffs between the two major world powers, although it is expected that the US president, Donald Trump and his Chinese counterpart, Xi Jinping, negotiate these rates in person.
Back in the results season, advances of 1.47% for Walt Disney after the entertainment giant has exceeded market expectations, with adjusted earnings of $ 1.76 per share, compared to $ 1.45 expected. The income amounted to 24,690 million dollars, compared to the 24,620 million planned thanks to the success of Moana 2 in the ticket offices.
Los Payment subscribers on the Disney+ platform were located at 124.6 millionbelow 125.3 million of the previous quarter. The company expects a “modest decrease” in the current quarter. Despite this decrease, the average subscriber revenues increased 4% to $ 7.99 due to the price increase.
Electronic Arts has reported earnings of $ 1.11 per action on income, or net reserves according to its nomenclature, of 2,220 million dollars. Analysts had waited for $ 3.07 per share of revenues of 2,320 million dollars. However, I rise 2.8% in the New York morning.
Chipotle Mexican Grill shares fall 4.70% in the opening after The growth of comparable sales in the fourth quarter has disappointed Wall Street. Chipotle did exceeded the estimates of earnings per action in the last quarter and complied with income estimates, registering adjusted earnings of 25 cents on revenues of 2,850 million thanks to the strong restaurant traffic. The analysts had waited for adjusted profits of 24 cents per share.
On today’s macroeconomic agenda, The Department of Commerce has published the December Balance, which drags a deficit of 98.4 billion dollarscompared to the 96.6 billion that the market had planned. The November data were reviewed, after which they showed that the negative balance increased to 78.8 billion dollars. It has also been known that The private sector created 183,000 jobs in Januarya figure below the 176,000 new jobs in December, according to the ADP report.
The PMI services of January will be known throughout the morning.
In raw material markets, oil prices fall on a day that is being very volatile, since the concerns that a commercial war between the US and China damages global growth are counteracted by the intensification of the US economic pressure About Iran, member of the OPEC. President Trump signed a directive yesterday asking the Treasury Secretary, Scott Besent, to use sanctions and a stricter application of existing measures to increase the pressure on Tehran.
The futures of the American West Texas decrease by 1.35% to 71.72 dollars per barrel, while the reference Brent in Europe drops 1.30%, in $ 75.21.
Today the euro rises 0.35% against the dollar until leaving the exchange rate at $ 1,0416 for each single currency.
In the fixed income, the US debt bonus at ten years offers profitability in the secondary market of 4,456%.