Stocks gain peace, but listen to Fed officials

If investors assessed the stability of the economy, looking at the stock market, its two -day winning series could lead investors to think that it is a business as usual.

The market response to corporate earnings would also confirm this thesis. Investors sell companies that have not met their expectations, such as Google-Parent Alphabet and Advanced Micro Devices, and gather for companies that they think will move even better in the future, such as Palantir. (Regardless of whether it is honest and even realistic faith in the debate – but it is certainly not unusual).

But decision -makers of the American federal reserve are extremely open to their fears about the potential impact of tariffs. If investors listen to them, they may find that peace in the markets is deceptive.

Fed decision makers are opening
In recent days, many Fed decision makers, such as Chicago President Fed Austan Goologe and Boston Fed President Susan CollinsNot only did they notice the uncertainty surrounding the tariff of the US President Donald Trump, but also He emphasized the potential impact on inflation. This is a break from the typical position of FED officials that it does not comment on fiscal policy, suggesting that tariffs can have a serious impact on the US economy.

The second day of profits for American supplies
American shares climbed on Wednesday for back profits. . S&P 500 increased by 0.39%, the Industrial average Dow Jones increased by 0.71% and NASDAQ composite Advanced 0.19%. Spicy drops IN Google AND AMD have been balanced by 5.2% stroke Nvidia. Europe Stoxx 600 The indicator added 0.47% among A mixed day for your regional bours. Santander Bank Profits from Stoxx 600, 8.3%, after the Spanish lender were supplemented Record of quarterly profits reported.

Google Gemini 2.0
Google on Wednesday released public Gemini 2.0, his latest modeling set of artificial intelligence. It's part of Google Intensive investing strategy in AI agents – which can perform complex multi -stage tasks on behalf of the user, not a user who must pass through each individual step. FinishIN AmazonIN MicrosoftOpeli and anthropic are also heading towards Agentic AI when companies try to gain an advantage over competitors.

Qualcomm sees the automotive growth
Qualcomm reported on Wednesday Revenues from the first fiscal quarter of $ 11.67 billionBy overcoming expectations and an increase of $ 18.92 billion a year ago. Net profit increased by 15% to $ 3.18 billion from $ 2.77 billion a year earlier. Automotives is the fastest growing business Chipmaker-Qualcomm reported for them $ 961 million in quarterly sales, increasing by 61% per year. However, his shares fell by over 4.6% in extended trade. Investors were afraid that revenues from Qualcomm's license activities would remain flat, Reuters he said.

Disney+ loses subscribers
Disney Earnings were sent on Wednesday in the first quarter. overcome on the upper and lower lines. The net revenue of the entertainment conglomerate increased by almost 23% to $ 2.64 billion from $ 2.15 billion during The same quarter last yearwhile revenues increased by 4.8% compared to the previous year. Disney+, the company's stream platform, was profitable in this quarter, but recorded a 1% decrease in subscribers. The shares fell by 2.4%.

(PROFESSIONAL) Palantir valuation unrealistic?
Palantir Actions increased by 24% on Tuesday to record level After reporting stronger than the results and guidelines in the fourth quarter were expected. Although the shares gave up these profits on Wednesday, the valuation of the software company seems to be outside the market rules. John Melloy and Christopher Hayes from CNBC PRO Explain why.

Trump's trade war can have a clear winner: Great Britain

After reaching Mexico, Canada and China with tariffs – although people from previous two countries were stopped – Trump told journalists on Sunday that the EU tariffs “definitely happen”. However, Trump said that the agreement “can be developed” with Great Britain, a nation with which US trade is more balanced. As the British economy struggled, several analysts informed CNBC that the economy could get an increase as a result of Trump's trade war.