Wall Street straightens his head, palantant to the party – 04/02/2025 at 5:38 pm

Wall Street straightens his head, palantant to the party – 04/02/2025 at 5:38 pm


(AOF) – The American markets have taken the way to the rise, technological values ​​in mind. The latter benefit from the drop in long rates and the publication of very good quality of Palantir, which benefits from the Boom of the AI. The fears of trade war are currently relegated to the background despite the Chinese replica to the increases in customs duties decided by Donald Trump. Around 5.30 p.m., the Dow Jones gained 0.22% to 4,4520.71 points while the composite Nasdaq increased from 1.25% to 19635.27 points.

Palantir enters the 50 largest world capitalizations. The data analysis software company takes off from 26.15% to $ 105.64, displaying just over $ 240.67 billion in capitalization. By way of comparison, IBM weighs $ 240.74 billion on the stock market. If Palantant generated a net profit of $ 462.19 million against $ 6 billion for “Big Blue” in 2024.19 million, his prospects are much better. For Bank of America, Palantir is at the head of the AI ​​revolution on the commercial and defense markets.

Economic figures of the day

The JOLTS report of the US Labor Department brought out 7.156 million posts in December, the consensus being 8.01 million. One month earlier, these post openings were 8.156 million, revised 8.098 million.

The values ​​to follow today

Apollo Global Management

Apollo Global Management has published better than expected profits. In the fourth quarter, the asset manager generated net profit of $ 1.66 billion, or 2.39 dollars per share against 3.58 billion dollars and $ 2.44 per share respectively, a year earlier. In adjusted data, the profit per share emerged at 2.22 dollars, clearly surpassing the consensus of $ 1.89. Related Earnings fees, which measure the recurring result of asset management activity, increased from 21.20% to $ 554 million.

Goodyear

Goodyear is expected to decrease in pre-market at Wall Street after the announcement of the finalization of the transfer of its off-road tire activity (OTR) to the Japanese group Yokohama Rubber Company with effect on February 3, 2025, as part of A transaction entirely in cash valued at some $ 905 million. “The sale of OTR activity is an important step in the transformation of Goodyear,” said Mark Stewart, CEO of Goodyear.

Estée Lauder

In the second quarter of its 2024/2025 exercise, Estée Lauder sales decreased by 6% to 4 billion dollars. The declared and adjusted gross margin increased by 310 base points, reaching 76.1%, despite the drop in sales. The American cosmetics group has an operating loss of $ 580 million against an operating profit of $ 574 million. In this quarter, the operating margin fell to -14.5%, against +13.4% at the same period of the previous year.

Merck & Co

Merck & Co is expected to decrease more than 8% in a pre-market to Wall Street after announcing that it would suspend the expeditions of its drug anticancer Gardasil to China at least until the middle of the year, due to ‘A low demand. The results of the fourth quarter still exceed expectations with a profit per share of $ 1.72 against $ 1.62 expected, for turnover up 7% to 15.6 billion dollars against $ 15.5 billions expected. The prospect of annual profit is $ 8.88 to $ 9.03, compared to $ 9.03 expected.

Palantir Technologies

Palantant Technologies is expected to increase Wall Street thanks to its good results and favorable perspectives. In the fourth quarter, the data analysis software company recorded a net profit from the group up 10% to $ 79 million, or 3 cents per share. It came out at 14 cents per share, exceeding the Bloomberg consensus by 4 cents. The adjusted operating profit increased by 45% to $ 372.52 million. Its income increased by 36% to $ 827.2 million, exceeding market expectations: $ 775.9 million.

PayPal

Paypal fell 5% in foreign trade. The American online payment service company, however, reported on an annual profit higher than the consensus for its fourth tax quarter on Tuesday. But the contraction of the margin over the period reduces this performance. The adjusted BPA is $ 1.19, compared to a consensus of $ 1.13. The group has released revenues of $ 8.4 billion, also above expectations. In the exercise, net profit reached $ 4.15 billion, while income amount to 31.8 billion.

Pepsico

Pepsico declared the fourth quarter of higher expectations with a fourth expectations with a BPA adjusted to 1.96 dollars against 1.94 expected. Its total revenues are displayed at $ 27.8 billion, down 0.2% and against a consensus of 27.9 billion consensus. The American sodas giant now provides for the year 2025, organic growth in income with a low figure, after an increase of 2% in 2024. The profit adjusted by Action 2025 is also expected to increase to a low figure in 2025, against +5% consensus.

Pfizer

Pfizer is expected to increase in pre-market at Wall Street after the presentation of its fourth quarter results. The American pharmaceutical group displays a better than expected profit, at 63 cents per share against 47 cents per share estimated by analysts, for a turnover of $ 17.8 billion, up 21% over a year. Sales of its flagship products Cumirnaty and Seagen are higher than expectations, at 3.38 billion dollars against 3.10 billion expected, and $ 444 million against $ 4.40 million respectively.

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