The markets remain cautious waiting for the results of large technology and the Fed rates decision, while investors seek growth signals promoted by AI and economic policy.
The markets remain cautious waiting for the results of large technological ones.
Reuters
In Wall Street, the futures of the Nasdaq They went up on Wednesday because the positive orders of ASML promoted semiconductor actions, but the general mood was more moderate before The first results of great technological and the Federal Reserve Rate Decision.
Nasdaq 100 contracts, focused on technology (nq = f), rise 0.4%, after a strong gain to closure. Meanwhile, the futures of the S&P 500 (s = f) are maintained only above the flat line, and the futures of the Dow Jones Industrial Average (YM = F) do not change in relation to yesterday. The imminent verdict on Fed’s policy is taking markets to be cautious, although the central bank is expected to maintain interest rates without changes.
Investors attentive to two key questions
During the press conference of the president of the FED, Jerome Powell: How far will the Fed get to cut the rates? And, has the central bank’s position changed to the light of the first tariff measures of President Trump?
Meanwhile, a surprise increase in ASML reserves, a key manufacturer of tools in the AI chips chain, gave another impulse to technological ones that began to recover after a complicated start of the week. The actions of ASML They rose 7% in operations prior to the market, with companies such as Applied Materials (Amat) also gaining ground.
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The markets now observe more caution the challenge of the Chinese Startup Depseek to the assumptions about spending and costs in AI. The actions of Alibaba (Baba) went up after the Chinese technological giant launched a new AI model that ensures it is better than Deepseek’s competitor against Chatgpt.
The saga deepened with the accusations of OpenAI (backed by Microsoft) that Depseek used its owner models to train its competitor.
Now, the attention is focused on the Meta (Meta) forecasts and the quarterly results of Microsoft, which will be published after closing, to obtain peace of mind that Big Tech’s strong expense in AI will generate growth. Tesla (TSLA) completes the results of megacapitalization on Wednesday, with Wall Street waiting for a new catalyst that drives the actions.
Source: Ambito
