The markets had a help rally, but the earnings of the alphabet disappoint

The president of the United States, Donald Trump, stopped on Monday tariffs in Mexico and Canada (but, in particular, not China), and, in doing so, he also stopped the fall in shares, at least for now. The main reference points of the United States broke a two -day loser streak in a relief rally.

With temporary respite in US tariffs in key countries, investors could focus their attention on profits. But what they saw on Tuesday was not likely to comfort them after the agitation caused by tariffs.

The Alphabet command picture for its performance of the fourth quarter was lost the “A” qualification that many expect from the big technological names. Meanwhile, the sales of the AMD Data Center, a key part of your business, estimates were lost.

The disappointment of the investor was immediate: the actions of both companies collapsed in the extended trade, indicating that the corporate foundations remain critical for the performance of the shares.

Alphabet does not have income estimate
Alphabet Fourth quarter results Lost income expectationswhich makes shares fall up to 9% in extended trade. The revenues of the technological giant reached $ 96.47 billion, compared to $ 96.56 billion expected by LSE. The Pichai CEO said in the profit statement that Google expects to invest ” $ 75 billion in capital expenses in 2025“

Sales disappointed from the AMD Data Center
Micro Advanced Devices The shares fell almost 9% in the extended negotiation after the company reported Sales of the Fourth Quarter Data Center of $ 3.86 billionthat the estimate of the data set of $ 4.14 billion was lost. The net income reached $ 482 million, below $ 667 million a year ago. The chips manufacturer, however, exceeded Wall Street expectations for general sales and profits.

The repurchase of UBS shares fails to impress
UBS On Tuesday, he reported a net gain attributable to shareholders of $ 770 million, compared to an estimate of $ 483 million in an estimate of consensus provided by the company and with an average forecast of $ 886.4 million in a survey of LSEG analysts . The bank also announced plans to repurchase up to $ 3 billion of shares in 2025 – But that did not impress investors, causing Banco Caigan to 7%.

Markets shake the fears of the rate
US shares. UU. They uploaded on Tuesday As investor concerns were relieved by the United States of Donald Trump Tariff Pause in Mexico and Canada. He S&P 500 increased 0.72%, the Dow Jones industrial added 0.3% and the Nasdaq compound Rose 1.35%. From Europe Stoxx 600 index 0.22% was added. Actions presented in Italy of Ferrari accelerated 8% after the luxury car manufacturer reported a 21% year -on -year jump in net earnings for 2024.

December work openings are shrunk
The work of the USA Work openings and labor billing survey. The report comes only a few days before non -agricultural payroll data for January. It is expected to show an addition of 169,000 jobs, and the unemployment rate remains stable at 4.1%.

(PRO) An opportunity under radar in AI
Cathie Wood of Ark Invest believes that there is an investment opportunity under radar in the rise of artificial intelligence, and One of his high condition bets It has risen almost 10% for the year so far. Wood also told CNBC that he is moving away from hardware and looking at software reproductions in the artificial intelligence space.

Fed could be in a CATCH-22 policy if tariffs increase inflation and slow growth

When Trump launched tariffs in his first mandate, inflation was low and the Fed was increasing the rates, since it looked for a “neutral” level. A manufacturing recession occurred in 2019. This time, the specific tariff United in a position in which economic expansion has to weigh against inflation control.