Stock earnings indicate calm, but listen to Fed officials

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.

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 Boston Fed Susan Collins presidentNot only have they noticed the uncertainty surrounding the rates of US President Donald Trump, but also He 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 For consecutive profits. He S&P 500 increased 0.39%, the Dow Jones industrial increased 0.71% and Nasdaq compound Advanced 0.19%. Sharp drops in Google and AMD They were compensated for a jump of 5.2% in Nvidia. From Europe Stoxx 600 index added 0.47% in the middle A mixed day for your regional t -shirts. Santander Bank Profits surpassed by Stoxx 600, 8.3%, after the Spanish lender reported quarterly gains record.

Google Gemini 2.0
Google launched Gemini 2.0 on Wednesday, its last set of artificial intelligence models, to the public. Is part of Google’s Strategy to invest strongly in AI agents – That you can complete complex tasks of several steps in the name of a user, instead that a user has 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 reported on Wednesday Fiscal income of the first quarter of $ 11.67 billionexceeding 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 Published fiscal profits in the first quarter on Wednesday that Beat in the upper and lower lines. The net income of the entertainment conglomerate increased almost 23% to $ 2.64 billion of $ 2.15 billion during the same quarter last yearwhile income 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 high record After informing stronger results and guidance than expected of the fourth quarter. 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.

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

After going to Mexico, Canada and China with tariffs, although those in the previous two countries have been arrested, Trump told journalists on Sunday that tariffs on the EU “will definitely happen.” However, Trump said an agreement “could be resolved” with the United Kingdom, a nation with which US trade is more balanced. As the British economy fights, several analysts told CNBC that the economy could obtain an impulse from Trump’s commercial war.