But the moon was not without rush on the roads. Trump’s administration has developed markets on the last day of the month with its plan to move forward Tariffs against China, Canada and Mexicothree largest American trading partners. In addition, technology Investors are caught without fear By posting a surprisingly effective Chinese AI model that asked questions about the competitiveness of American models and wisdom of huge silicon valley consumption.
Below, we will look at several shares that could see significant prices movements this month.
Nvidia (Nvda) stock rusty In the last week of January when Wall Street caught the wind of the Chinese start Deepseek And surprisingly effective Ai model, which he says costs about $ 6 million to develop. Deepseek says he has trained his model on NVIDIA H800 chips, which are designed to meet export limit and give inferior results to more advanced chips available to US companies.
The success of the model has encouraged many when asked if stronger chips were used and, if not, whether the export limitations should be tightened to prevent China from developing AI that corresponds to American capabilities. The leaders of the Congress Committee, who borrowed the US-Kine ranking on Thursday, invited the President Trump’s national security adviser to further tighten the restrictions. NVIDIA Jensen Huang CEO allegedly traveled to the White House On Friday, probably discussing Deepsek.
Patrick T. Fallon / AFP / Getty Images
NVIDIA HEENSEN HUANG CEO brings the main address at the CES Consumer Electronics fair in Las Vegas, Nevada, January 6, 2025.
In addition, Nvidia should report a three -month earnings that ended on January 31 after the markets were closed on February 26. At the invitation of earnings, analysts are likely to question Huang about Deepsek’s implications on Nvidia and whether his chances of sales have changed.
After they received 170%in 2024, Nvidia shares in January fell 11%.
Palantir (Plrr) It is planned to report to the earnings in the fourth quarter and year -round earnings after the bell on Monday, February 3, and investors will hope that the results will justify its high assessment.
The software company was one of the biggest winners of Ai madness on Wall Street. The shares have increased by about 400% in the last 12 months, and on Friday they have marked 1.6% to close to all maximum. Supplies P/e ratio More than 400x is one of the highest in S&P 500.
AND consensus among analysts The following is visible alpha is that Palantir will report an adapted earning of 11 cents per share, compared to 8 cents a year ago. It is expected that year -round profit will be 38 cents per share compared to 25 cents last year. The revenue is expected to increase by 27% to around $ 775 million in the fourth quarter.
The results of Palantir could land like a Servicnow peer software (NOW), which last week came to a little less than the income assessment, causing her stock Filling the two -core digit. Eleven of the 13 analysts Palantir awarded the stakeholders to the “Hold” or “sell” assessment. Their average target price of $ 50.33 is almost 40% below the record on Friday.
Firm Software Company App Plovin (Application) It is planned to report a three -month earning after closing the bell on February 12th.
Applevin was the best performance part in Russell 1000 in the last year, which increased more than 700%in twelve months to Friday. The shares grew nearly 50% day after the last earning report in November.
Investors owe their dizzying refund to the increasing demand of Applovin’s advertising tools on AI. The revenue from the company’s ads increased by 66% in the third quarter, while his profit tripled.
Most analysts remain bull. Nine out of 11 Applevin analysts accompanied by Vidible Alpha awarded the section “Kupa”; The other two evaluate “retaining”. Their average goal of $ 381.60 is $ 3% above the final price on Friday.
Allstate (ALL) It is planned to report a profit in the fourth quarter after the markets are closed on Wednesday, February 5, and then hosting his invitation to make money with analysts the next morning.
Allstate is one of the largest property insurers in California, and his guidelines could reflect the severity of the damage caused by fires in Los Angeles last month. The Costar Group real estate provider estimates that the fires have caused more than $ 30 billion in property damage, making it the most expensive fire in the history of California.
Despite the risk of big losses associated with disasters, Wall Street is optimistic about allstate shares. Ten of the 11 analysts who have followed the visible alpha evaluate it “buy”. A lone external determinant recommends sales. The average target aim of $ 231 is $ 20% above the final price of Friday.
Oil supplies including ExxonMobil (Xom) and Chevron (CVX), he could be volatile in February, as President Trump conducts two basic promises of the campaign.
Trump promised to “release American energy” by reducing government regulations and stimulating US oil producers to “drilling, child, drilling.” While addressing the World Economic Forum last month, Trump effectively called Saudi Arabia and OPEC for lowering global oil prices by increasing production. The OPEC+ will meet on February 3 to set up production levels, as well as oil prices that float close to their lowest level of 2021, OPEC is unlikely to listen to Trump’s call.
Tariffs of Trump administration on Canadian and Mexican imports could also stick oil markets this month. While the White House imposes 10% of energy imports from Canada, unlike 25% for other goods, politics increases for US refineries’ costs and, ultimately, consumers. The Canadian raw oil in 2023 consisted of 50% of American oil imports, and Mexico consisted of 11%. Canada and Mexico vowed to take revenge on the tariff of one’s own.
