Stock gains signal calm, but listen to Fed officials

If investors were to judge the stability of the economy by examining the stock market, his two -day victories sequence could lead investors to think that it is as usual.

The business market response would also support this thesis. Investors sell companies that did not meet their expectations, such as the Google-Parent alphabet and advanced micro apparatus, and the influx to companies which, they believe, will do even better in the future, as a palantant. (Whether it is a fair, even realistic belief, is to be debated – but it is certainly not out of the ordinary.)

But political decision -makers of the American federal reserve are unusually open to their concerns about the potential impact of prices. If investors listen to them, they may find that calm in the markets is misleading.

Fed decision -makers open
In recent days, several Fed decision -makers, such as the president of Chicago Fed, Austan Goolsbee and The president of Boston Fed, Susan Collins, not only noted the uncertainty surrounding the prices of American president Donald Trump, but also underlined the potential impact on inflation. It is a break in the typical position of Fed officials not to comment on budgetary policy, which suggests that prices could have serious effects on the American economy.

Second day of winnings for American actions
American actions climbed Wednesday for consecutive gains. THE S&P 500 increased by 0.39%, the Industrial average Dow Jones increased by 0.71% and the Nasdaq Composite Advanced 0.19%. Shart Prose Google And Dmla were offset by a leap of 5.2% Nvidia. Europe Stoxx 600 The index added 0.47% in the middle of a mixed day for its regional scholarships. Banco Santander Stoxx 600 gains exceeded 8.3%, after the Spanish lender declared a record quarterly profit.

Google Gemini 2.0
Google published Gemini 2.0 on Wednesday, its latest sequence of artificial intelligence models, to the public. This is part of Google’s strategy to invest massively in AI agents – which can perform complex tasks in several stages in the name of a user, rather than a user in front of browsing them through each individual stage. Meta,, Amazon,, MicrosoftOpenai and Anthropic also go to the agency agent while businesses are trying to gain an advantage over competitors.

Qualcomm sees the growth of cars
Qualcomm The tax turnover of the first quarter of $ 11.67 billion, beating 18% against $ 9.92 billion a year ago on Wednesday. Net profit increased by 15% to 3.18 billion dollars, compared to $ 2.77 billion a year earlier. Automobiles are the fastest company of the flea manufacturer – Qualcomm said $ 961 million in quarterly sales for them, increasing 61% on an annual basis. However, its actions fell by more than 4.6% of prolonged exchanges. Investors feared that revenues from the Qualcomm license activity would remain stable, Reuters said.

Disney + loses subscribers
Disney Displayed on Wednesday the financial gains of the first quarter which beat up and down. The net income of the entertainment conglomerate jumped almost 23% to reach $ 2.64 billion, compared to $ 2.15 billion in the same quarter of last year, while income increased by 4, 8% compared to the previous year. Disney +, the company’s streaming platform was profitable during the quarter, but experienced a 1% drop in subscribers. Actions dropped by 2.4%.

[PRO] The assessment of unrealistic palantant?
Palantant Actions increased by 24% Tuesday to a record after reporting stronger results and advice than expected in the fourth quarter. Even if the action abandoned some of these gains on Wednesday, the evaluation of the software company seems far from the fundamental principles of the market. John Melloy and Christopher Hayes of CNBC Pro explain why.

Trump’s trade war could have a clear winner: the United Kingdom

After hitting Mexico, Canada and China with prices – although those of the two former countries were arrested – Trump told journalists on Sunday that prices on the EU “will certainly occur”. However, Trump said that an agreement “could be concluded” with the United Kingdom, a nation with which US trade is more balanced. While the British economy is struggling, several analysts have told CNBC, the economy could obtain a boost from the Trump trade war.