Trade Review: Current reports, trends, metrics, stock gates, bonds, forex and goods and analysts’ recommendations
12:01
Trading in Europe is currently underway in a positive trend. The German Dax jumps 1%, British Potsi rises 0.2%and the French kak adds 0.1%to its value.
Macro Britain: The home prices index rose at a monthly rate by February. At an annual rate, the index rose by 1.4%.
10:30
Trading in Europe opened this morning with light rise-German Dax rises 0.2%, Potsi 0.1% and French kak unchanged. Today there will be no trade on Wall Street on the occasion of President’s Day.
Asia trading is locked in lightness-Nacai rose 0.1% after the product in the country rose over the viewer, a Shanghai index unchanged, Hanging Sang increases by 0.2% and a volume by 0.7%.
08:48
Asia trading is conducted this morning at light rise-Nacai rises by 0.1% after the product in the country rose above the expectation, a Shanghai index unchanged, Hanging Sang increases by 0.2%, and a voss 0.7%.
The increases in Chinese technology companies are gaining momentum, according to data from Harel Finance, following the launch of the artificial intelligence software Deepseek the market value of the shares in China’s $ 1.3 trillion. Tensent rises in Hong Kong 刚刚 this morning 3.1% after a 7.4% increase on Friday.
Wall Street will not take place today on the occasion of President’s Day.
On Friday, Wall Street closed a positive week, with quite a few volatility in the face of mixed macro data, rejecting Trump’s mutual tariffs, as well as signs of progress in the peace talks between Russia and Ukraine. In a weekly summary, the S&P500 index rose 1.5% and far from an all-time touchdown, the NASDAC index rose 2.6% and the video Jones increased 0.5%.
A stock Intel The American chip company, which is the largest employer in Israeli high -tech, will concentrate on interest this week after leapt 23% last week – its highest weekly jump in about five years. Intel’s stock preparation comes in light of estimates that an increase in US government support for the company and the possibility of collaboration with the TSMC chip giant from Taiwan.
Yesterday Wall Street Journal was reportedBroadcom Weigh to submit a proposal to purchase part of Intel and Broadcom for consultation on the possibility of purchasing the company’s chip planning and marketing business. In a separate report over the weekend, Bloomberg reported that the Taiwanese TSMC had contacts to purchase Intel’s factories. The possible transactions may split the chip giant that is the largest high -tech employer in Israel.
According to Wall Street Journal, Broadcom examines the acquisition of Intel’s Chip Planning and Marketing Division and even holds unofficial discussions with a benefit regarding the submission of a purchase offer, provided you find an strategic partner in Intel’s chip production division.
Broadcom, specializing in custom AI chips, provides technology for technology giants such as meta and Google and such a move may strengthen its position in the artificial intelligence market and computational infrastructure. Investors will closely follow developments, as such a possible move may change the balance of power in the global chip industry.
In addition, this weekend was published in Bloomberg that TSMC, the world’s largest contract manufacturer in the world, examines the possibility of taking over some or all Intel production plants, it may be part of an investor or other structure, according to reports.
According to a source talking to Bloomberg, Trump’s team came up with the idea at a meeting with a TSMC representative, and the company itself that he considered it. However, it is unknown whether Intel is at all interested in the deal. The contact reports are reportedly only in early stages and its terms have not yet been formulated, but if it is completed it will make TSMC, the world’s largest chip maker has already owned by some of the advanced factories in the US, Ireland, Malaysia and two factories in Israel.
● Second only to Check Point: Cyber Company that has shook a $ 20 billion worth
The Wall Street report season is in the midst and more than 70% of the companies in the S&P 500 index have already reported. JP Morgan found that the “Wonderful Seven” contribution to the growth of profits is decreased from quarter to quarter. The company found that the gains growth gap between the wonderful seven and the rest of the S&P 500 shares have been reduced to 20% in the fourth quarter – the gap is extremely smaller in the last seven quarters. “While the group is still a significant engine for US profit growth, its contribution is diminishing, when some of its members have been disappointed in this quarter,” analyst Misslev wrote.
This week 45 additional companies will report and reports: the retail network Walmart ; Online trading giant Alibaba And the banks Berkelis and-HSBC . Israeli companies that traded Wall Street will also publish reports, including Solaradge , Fiber , productivity , Nice andSapians .
The American government bond market was closed on Friday, and the yield for ten years of bonds fell by five base points, to a level of 4.47% for about a month, a day earlier the yield for ten years dropped in 10 base points, the sharpest daily fall from the beginning of the year. In a weekly summary, relatively stable, with a decrease of about 2 pm in a 10-year return, which was closed at a 4.47%level.
Modi Shafir, a main strategy, financial markets in Bank Hapoalim, noted in his weekly review that inflation expectations for two years in the US have risen over the past week to their highest level in the last two years, due to the sharp increase in goods prices since the beginning of the year (6.2%) and the fears of possible raise. Trump administration.
In the commodity market, the price of oil dropped on Friday this third consecutive day against the end of the Ukraine war that will cancel the sanctions on Russia that caused disruptions in global oil markets, though, in weekly summary and for the first time in a month, the price of oil completed a weekly increase of about 1%. American crude oil traded at $ 70.74 a barrel, Brent raw oil traded at a price of $ 74.74 a barrel.
● WSJ | Why Merchants Maxim Gold Massage on London Aircraft to New York
The gold, which is considered to be safety for investors in times of crisis, withdraws a little of its peak last Friday, but completed a seventh consecutive week of increases in light of the increase in global trade war. In a weekly summary, the gold price climbed 0.5% in a seventh weekly increase in which he jumped by about 10%.
Macro in the US: Veteran economist Nuriel Rubini warns that President Donald Trump and Federal Reserve are on a collision course.
President Trump’s promise to restrain inflation has become more complex after the CPI price index (CPI) for January was higher than expected. The report shocked the markets, caused pressure on the shares and an increase in bond yields that investors have reduced their expectations to lower interest rates, and even some of them began to reconsider the possibility of raising interest rates.
“The mere delay in reducing interest rates may place President Trump on a collision course with the Federal Reserb,” veteran economist Nuriel Rubini warned.
“Even if they only leave interest rates unchanged, it will set Fed Powell chairman in a confrontation with Trump, because Trump wants to take the interest rate now,” said Robini. “We already see these tensions, and they will only increase.”
Even before the publication of inflation data, Trump called Fed to lower interest rates, noting on the TRuth Social network that low interest rates are “hand in hand” with his cover policy. “Covers, protectionism, economic war with our friends and allies, and with China, are inflamed factors and reduce growth,” Robini explained.
According to TIPRANKS, a platform that rank analysts according to their performance, these are three shares recommended by the best experts in Wall Street, they identify significant growth potential in these three companies, especially thanks to the use of advanced technology, consistent growth and ability to deal with market challenges.
Pinterest. Pictures and social networking platform Pinterest Surprised investors with strong results in the fourth quarter, including revenue of over $ 1 billion in its history. The number of monthly active users increased by 11% compared to the previous year and reached 553 million.
Analyst Mark from Ine from Evercore gave a “buying” rating to the share and raised the target price from $ 43 to $ 50. The reason: The company presents ongoing growth in revenue and without significant exposure to political influences, giving it stability in the advertising market.
Menday. Israeli work management company Manday Present strong results in the fourth quarter, obtained thanks to product innovation and focused on marketing strategies. The company plans to increase demand for its services by incorporating artificial intelligence (AI).
Analyst Pinjilim Bora from JP Hamorgan gave a “purchase” rating to the share and raised the target price from $ 350 to $ 400. The reason: The company is expanding beyond shared work management for a multi-product platform, with significant potential for long-term growth.
Amazon. E -commerce giant and cloud computing Amazon He presented strong results in the fourth quarter of 2024, but provided disappointing forecasts for the first quarter of 2025 due to forex effects.
Analyst James Lee from Mizuho gave the share a “buy” rating with a $ 285 target price.
The reason: Despite the great expenditure on capital investments, Amazon expects high growth in artificial intelligence and cloud services (AWS), along with streamlining in retail infrastructure.
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