Seems to be calm has returned on the markets after the stormy last sessions: the Asian stocks have recovered from the worst sell-off in two months, gold and silver they bounced and also on the technology stocks optimism has returned. Usa have signed a crucial trade deal with India, while the Petroleum benefits from the de-escalation of relations with Iran. The gains are set to extend to theEurope, but also in the United States after that Palantir Technologies, a leading artificial intelligence company, released a better-than-expected sales forecast after the close of trading.
Wall Street saw renewed optimism for artificial intelligence yesterday, closing higher. Palantir jumped 5% in after-hours trading.
IERI (Yesterday) Wall Street closed higher driven by renewed optimism for the'artificial intelligence, but also the smaller companies have recorded a strong leap.
They closed higher the S&P 500 to +0,54%, Nasdaq to +0,56%, Dow +1,05%, but the index did even better Russell 2000 small-cap stocks, jumped about 1%. Investors often view the gains of small-cap stocks as a reflection of the confidence in the economy.
A, Google's parent company, rose 1,9 percent to a record high and Amazon added 1,5%. Both companies will release quarterly results this week, giving investors further insight into the race to dominate artificial intelligence technology.
PalantirAI data analytics firm, Inc., rose 0,8% in official trading and then jumped 5% in after-hours trading after CEO Alex Karp defended the company's technology, saying it has safeguards in place to prevent government overreach. The company reported that U.S. government revenue increased 66% in the fourth quarter compared to the same period a year earlier, reaching $570 million. Total revenue of $1,41 billion beat analyst estimates, and the company expects a strong jump, partly due to government contracts in 2026.
Also chip manufacturers benefiting from demand for AI-related components have seen an increase. SanDisk increased by 15,4%, while Advanced Micro Devices increased by 4% and micron Technology added 5,5%.
In general, analysts are positive about the fundamentals After the first quarterly results that offered positive news for both revenues and earnings on many fronts. According to LSEG, analysts expect the companies in the S&P 500 index to have increased its earnings by nearly 11% in the quarter in December, compared to an estimate of around 9% in early January. Most of this growth is driven by technology-related companies.
Walt Disney Instead, it fell 7,4%, despite posting quarterly earnings that beat Wall Street expectations, as it warned of a decline in international visitors to its U.S. theme parks and a profit slump in its TV and film division. The market awaits news on its new leader.
Elon Musk announced that SpaceX has acquired its artificial intelligence startup xAI in a record-breaking deal that ties together Musk’s AI and space ambitions, combining the rocket and satellite company with the maker of the Grok chatbot.
Today Chipmaker AMD and server equipment company Super Micro Computer will be in the spotlight on Wall Street, both of which are expected to report results after the market close. Nasdaq 100 index futures are up 0,5%.
Asia rises, Trump lowers tariffs on India
Stock markets in Asia are mostly recovering. MSCI index Asia Pacific rose 2,7%, its strongest session since April. Shares of the South Korea, with a high technological content jumped by 5,8%, with Samsung Electronics Co. up 8,8% and SK Hynix Inc. of 7,5%.
The focus is on India where Indian rupee and stocks (BSE Sensex +2,7%) react positively to US President Donald Trump's announcement that the duties on Indian goods would be reduced from 50% to 18% in exchange for New Delhi halting purchases of Russian oil and lowering trade barriers.
In Japan, Nikkei Japan's stock market jumps 4%, recovering Monday's losses. Polls show Prime Minister's Liberal Democratic Party leading. Sanae Takaichi headed towards a landslide victory in the elections over the weekend, putting pressure on bonds and the yen, as this would give it a mandate for its agenda. fiscal easing. This morning, Japanese Finance Minister Satsuki Katayama downplayed remarks made over the weekend by Takaichi, which highlighted the benefits of a weak yen, in contrast to the authorities' efforts to support it.
Instead in China and Hong Kong, the Shanghai Composite is up more limited (+0,8%), as is the Hang Seng at +0,1%. Speculation that tax hikes on Chinese telecom giants could extend to internet giants has dragged down stocks such as Tencent e Alibaba, down more than 2%.
In Australia Government bonds slipped and the currency appreciated after the central bank ha interest rate raised of reference to counter inflation.
Instead the Chinese Internet companies have seen a slump in Hong Kong, due to concerns that they may be subject to avalue added tax higher, after the government raised taxes on the country's telecom providers.
I oil prices have dropped, slowing for the second consecutive day, as traders assess the possibility of an easing between United States and IranBrent crude futures fell 34 cents, or 0,5%, to $65,96 a barrel, while U.S. West Texas Intermediate crude was at $61,81 a barrel, down 32 cents, or 0,5%. Oil prices fell more than 4% on Monday after U.S. President Donald Trump said Iran was "in serious talks" with Washington.
Sul currency market, the Bloomberg index Dollar Spot fell by 0,2%, while theeuro rose 0,2% to $1,1809, the yen Japanese yen rose 0,1% to 155,41 per dollar. Among cryptocurrencies, the Bitcoin rose 0,3% to $78.733,68.'ether rose 0,1% to $2.343,77
Gold and silver recover some of their losses
Precious metals, after a weeks-long, unexpected rally, took a severe hit on Friday after the dollar strengthened on expectations that monetary policy would be less favorable toward rate cuts following the arrival of Kevin Warsh at the Fed, replacing Jerome Powell. Today, the situation reversed. Gold jumped as much as 4,2% and silver rose 8,1%, recovering some of its losses.
Consequently, the mining stocks have increased in Australia, with miners Rare lands also helped by the announcement of Trump of plans for a strategic reserve of essential minerals, backed by $10 billion in initial financing from the U.S. Export-Import Bank, to counter China.
European stocks opened higher. At the Milan Stock Exchange, eyes were on A2A and Stellantis.
European stock markets are expected to open higher. Eurostoxx 50 futures are trading at +0,4% this morning.
The investigation on ECB loans Today it could help investors assess credit demand in Europe.
A2A – Santander Group has initiated its recommendation with an Outperform rating, with a target price of 3,30 euros.
Sondrio People's Bank – The Board of Directors will meet today to approve the budget.
Banca Mediolanum – The Board of Directors will meet today to approve the budget.
Eni – Has signed a new JV with Q8 on a biorefinery in Priol.
Intesa Sanpaolo – CEO Carlo Messina said he would be happy to lead the bank for another four years after his term expires in 2028. Rating agency S&P affirmed the bank's long-term senior preferred (unsecured) rating at 'BBB+', raising the outlook to positive from stable.
Italian Post – Berenberg confirmed its Buy rating, raising the target price to 26,4 euros from 22,6 euros previously.
Prysmian – It has signed the contract for the construction of the Eastern Green Link 4 energy interconnection project, worth over 2,3 billion euros.
Recordati – Kepler Cheuvreux raised its recommendation to Buy from Hold.
Stellantis – Car registrations in January 2026 in France, Italy, and Spain grew by 3% (market +0%). Morgan Stanley lowered its rating to Equalweigh from Overweight, raising the target to €9,20 from €8,50.
Unicredit – Rating agency S&P raised its rating outlook from stable to positive, affirming the Issuer Credit Rating and the senior preferred rating at “A-,” one notch above Italy's sovereign rating.
Juventus The club has reached an agreement with Bologna FC 1909 for the temporary free acquisition of Emil Alfons Holm, until June 30, 2026. The fee is €15 million.
Media for Europe Yesterday, ProSieben approved its preliminary results for 2025, with adjusted EBITDA of €405 million, 3,5% below the lower end of the guidance (€420 million). Net debt decreased to €1,34 billion from €1,51 billion, with a leverage ratio in line with the guidance of 3,3 times.
