The great technology presented balances and regained strength in the face of renewed trust in AI

The great technology presented balances and regained strength in the face of renewed trust in AI

The New York Stock Exchange and the three reference indices They closed green on Thursday, May 1, stimulated by the solid results of Microsoft and Meta Platformsinduced by optimism about the rise of artificial intelligence, which caused a positive movement in actions in general.

In this context the index Dow Jones de Industriales 0.21% rose to 40,752.78 points; he S&P500 won 0.62% to 5,603.42 points and Nasdaq Composite 1.52% were appreciated to 17,710.74 points.

Two of the seven magnificers again on the podium

The actions of Platforms goal More than 5% rose after the quarterly results and forecasts exceed expectations. The Facebook and Instagram parent company anticipated a capital investment for the entire 2025 between US $ S64 YU $ S72 billion, a figure higher than its previous provision of US $ S60 AU $ S65 billion.

“We believe that the highest investment level is justified, since The incorporation of AI capacities in the advertising offer and the company’s content recommendation engines They are already generating tangible benefits for the family of applications and the laboratories of goal reality, “said Wedbush Securities in a Thursday note.

In addition, the actions of Microsoft More than 8% rose to the income of the software giant, which in the first quarter increased 13%. He also predicted a growth in cloud computing income from 34 to 35% for the fourth fiscal quarter. “Microsoft surprised with a much better income performance than expected, stating that until the end of April they had not experienced any significant pressure of demand due to macroeconomic/tariff problems,” he said Royal Bank of Canada (RBC) In a date note.

On Thursday there will be more corporate results, highlighting those of the iPhone manufacturer, Apple (+0.5), and the e -commerce giant, Amazon (+4%), after closing.

On the other hand, the actions of McDonald’s More than 1.6% fell when the fast food giant announced a surprising fall in global comparable sales of the first quarter. Its executive director, Chris Kempczinski, added that the company was in a very difficult market situation.

Eli Lilly It collapsed 10% after the pharmacist announced disappointing sales of its popular weight loss, Zepbound.

Biogen It rose slightly 0.2%, after the pharmacist exceeded the expectations of profits and income of the first quarter, since the strong demand of their medications for rare diseases helped to compensate for the decrease in sales of its drugs for multiple sclerosis.

Estée Lauder He descended 2% after pointing out the current challenges in his travel retail sales business and the weak consumer confidence in Asia.

API Group Corporation He informed the results of the first quarter that exceeded the expectations of analysts in income and increased their orientation for the whole year, which caused the shares to rise by 7%.

The greatest increases and casualties of the wheel

Among the actions that were most appreciated appear Myr Group (+18.8%), TTM Technology (+15.2%), Ati (+15%), Universal Display (+14.2%) and Advanced Energy (+14.2%).

While the most resigned value found, Organon (-27.3%), Confluent (-18.5%), Graphic Packaging (-16.8%), Becton Dickinson (-16.5%) and FTAI Aviation (-16.5%).

Wells Fargo: S&P 500 could play minimal

The S&P 500 could play recent minimums before the persistent political uncertainty and the market -related market tension, Wells Fargo warned.

The index briefly fell by 20% from its intradic record of 6,144 points in mid -February, before experiencing a partial recovery. The S&P 500 is still approximately 10% below its maximum.

Scott Wren, senior strategist of global markets at Wells Fargo Investment Institute, states that the recoil is consistent with historical averages, but warns that volatility may not have ended.

“We would not surprise us that the S&P500 tested its minimums again, since the additional uncertainty generates difficulties,” Wren said in a recent note. Concern for commercial policy and overall growth perspectives continues to wear investor confidence.

Wren provides the market to remain in a wide range between 5000 and 5500 in the short term.

“It seems that a catalyst will be needed to boost the market remarkably upward,” he said, pointing out the possibility of a commercial agreement with Europe or China. However, it is likely that this type’s advance will take time, since geopolitical maneuvers continue to cloud visibility, he concluded.

Source: Ambito

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