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Markets grow on tariff break but earnings disappoint


Google headquarters in Munich on January 31. 2025 in Munich, Germany. The company’s development center is located in Arnulfpark. More than 2500 employees work for an American company at various locations in Germany.

Matthias Balk | Image of the Alliance | Getty Images

US President Donald Trump on Monday stopped with tariffs on Mexico and Canada (but, especially not China), and, in this way, he also stopped the fall of shares for now. The main American reference signal extinguished the two -day losing string on the relief rally.

With a temporary break in US tariffs on key countries, investors could draw attention to earnings. But what they saw on Tuesday is unlikely to comfort them after the discomfort has been inserted with tariffs.

Alphabet’s Scorecard missed the “A” rating for his fourth quarter, which many expect from big technological names. Meanwhile, AMD’s data sale, a key part of his business, missed the estimates.

The disappointment of investors was directly: the shares of both companies were demolished in extended trading, signaling that the corporate basis remained crucial to the operation of the shares.

What you need to know today

Technology revenues are missing estimates
Alphabet The results of the fourth quarter Missed expectations of revenuecausing shares to fall about 7% in extended trading. Executive Director Sundar Pichai said in an edition of earnings that Google expects to invest “roughly 75 billion USD capital expenditures in 2025.. “Meanwhile, Data Sales in the Fourth quarter of Advanced micro devices The missed estimates, while net income fell to $ 482 million with $ 667 million a year ago. AMD sections have reduced almost 9% in extended trading.

Road checks for Japanese car manufacturers
Honda and Nissan are renunciationWednesday report Author Asahi Shimbun, quoting sources. Honda suggested that Nissan became a branch of a connected subject, an idea opposed by the latter, reports in the report. Separately, Toyota engine Reported fiscal Operational profit in the third quarter that fell 28% compared to a year earlier and missed an assessment. The results indicate the second consecutive fall of Toyota in a quarterly profit.

Markets of shabby tariff fears
US stocks climbed on Tuesday As Trump’s worries mitigated investors Pause of tariff on Mexico and Canada. IN S & P 500 rose 0.72%, Dow Jones industrial average added 0.3% and Nasdaq composite It climbed 1.35%. Asian-Pacific markets were mostly ascended on Wednesday. South Korea Kospi index progressed more than 1%and Japan Nikkei 225 It indicated 0.1%, but the CSI 300 continental cinemas fell about 0.6% after returning from a vacation in the new year.

Palestine, Trump’s’ Riviera from the Middle East
IN The United States “will take over the gaza lane”, And “We will own it,” Trump said on Tuesday at the White House during a joint press conference with Israeli Prime Minister Benjamin Netanyahu. Former New York Real Estate Programmer suggested that Gaza could eventually be a “Middle East Riviera”, where the “world people” could make their homes – and 2 million Palestinians who currently live in Gaza should go and be located in other countries in other countries countries in the Middle East.

[PRO] Opportunity for Under-Radar in AI
Ark Invest’s Cathie Wood believes there is an opportunity to invest in a sub-jar in the flourishing of artificial intelligence and One of her high condemnation bets Has it increased by almost 10%so far. Wood also said to CNBC to move away from hardware and watch software games in artificial intelligence.

And finally …

Flags outside Fairmont Royal York in the center of Toronto, February 3, 2025.

Andrew Francis Wallace | Toronto Star | Getty Images

Fed could be found in a catch policy-22 if the tariffs be transplanted by inflation and slow growth

When Trump started the tariffs in his first term, the inflation was low and the Fed increased the rates because he was looking for a “neutral” level. Production recession followed in 2019. This time, the target tariffs that Trump previously used were replaced by the threat of duty of the blanket – which could slow down growth and increase prices, placing an American federal reserve in a position in which economic expansion against inflation control must weigh.



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