Stock Earnings Indicate Calm, But Listen To Fed Officials

The Building of the Federal Reserve Marrner S. Eccles in Washington, DC, USA, on Sunday, January 12, 2025.

Samuel Corum | Bloomberg | Getty images

If investors judged the stability of the economy by observing the stock market, its two -day winning streak could lead investors to think that it is a business as usual.

The market response to corporate profits would also support that thesis. Investors are selling companies that did not meet their expectations, such as Google-Parent alphabet and advanced micro devices, and going mass to companies that believe they will work even better in the future, such as Palantir. (Whether it is a fair, or even realistic belief, is under debate, but it is certainly not out of the ordinary).

But the political leaders of the United States Federal Reserve are unusually open about their concerns about the potential impact of tariffs. If investors listen to them, they may find that calm in the markets is misleading.

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What you need to know today

Fowered policy formulators open
In recent days, multiple political leaders of the FED, such as the president of the Fed of Chicago, Austan Goolsbee and The president of the Boston Fed, Susan Collins, has not only noticed the uncertainty surrounding the tariffs of the president of the United States, Donald Trump, but also highlighted the potential impact on inflation. That is a rest of the typical position of Fed officials not to comment on fiscal policy, suggesting that tariffs could have serious effects on the economy of the United States.

Second day of profits for US actions
US actions rose on Wednesday to obtain consecutive profits. He S&P 500 increased 0.39%, the Dow Jones industrial increased 0.71% and Nasdaq compound Advanced 0.19%. Acute drops in Google and AMD They were compensated for a jump of 5.2% in Nvidia. From Europe Stoxx 600 The index added 0.47% in the middle of a mixed day for its regional bourty. Santander Bank Stoxx 600, 8.3%, after the Spanish lender reported record records record.

Google Gemini 2.0
Google launched Gemini 2.0 on Wednesday, its last set of artificial intelligence models, to the public. It is part of Google’s strategy to invest a lot in AI agents, which can complete complex tasks of several steps in the name of a user, instead of having to guide them through each individual step. Goal, Amazon, MicrosoftOperai and Anthrope are also moving towards the Agent AI as companies try to obtain an advantage over competitors.

Qualcomm sees cars growth
Qualcomm On Wednesday, Wednesday, the fiscal income of the first quarter of $ 11.67 billion exceeding expectations and 18% more than $ 9.92 billion a year ago. Net income increased 15% to $ 3.18 billion of $ 2.77 billion the previous year. Cars are the fastest growing business of the chips manufacturer: Qualcomm reported $ 961 million in quarterly sales for them, growing 61% annually. However, their actions fell more than 4.6% in extended trade. Investors were concerned that Qualcomm license business income remained stable, Reuters saying.

Disney+ loses subscribers
Disney He published fiscal profits in the first quarter on Wednesday that they expire in the upper and lower results. The net income of the entertainment conglomerate increased almost 23% to $ 2.64 billion of $ 2.15 billion during the same quarter last year, while revenues increased 4.8% compared to the previous year. Disney+, the company’s transmission platform, was profitable during the quarter, but experienced a 1% drop in subscribers. The shares fell 2.4%.

(PRO) Is Palantir’s assessment unrealistic?
Palantir The shares increased 24% on Tuesday to a record after informing the results and orientation of the fourth quarter more solid than expected. Although the shares left some of these profits on Wednesday, the assessment of the software company appears outside the fundamentals of the market. John Melloy and Christopher Hayes de CNBC Pro explain why.