(AOF) – In the green yesterday at the end of the first stock market session of the Trump II era, American stock markets are expected to be on a bullish note this Wednesday. The leaders of the “cloud” specialist Oracle, the start-up OpenAI and the Japanese SoftBank announced, alongside Donald Trump, an investment plan of up to 500 billion dollars in AI across the Atlantic. Netflix is expected to open strongly after recording nearly 19 million new subscribers in the fourth quarter. Futures on the S&P500 and Nasdaq gained 0.56% and 1.01% respectively.
Yesterday on Wall Street
US stock markets closed higher at the end of the first trading session under the Trump II administration. The 47th American president has already signed a series of decrees relating to immigration, energy, climate and even trade policy. Operators seem relieved by the fact that the new tenant of the White House did not implement customs duties immediately after his inauguration. The Dow Jones rose 1.24% to 44,025 points while the Nasdaq gained 0.64% to 19,756 points.
Macroeconomic figures
No significant statistics are expected today.
Values to follow
Halliburton
Halliburton achieved net income of $615 million, or $0.70 per diluted share, in the fourth quarter of 2024. It is down compared to the same period a year ago: $769 million, or $0.74 per diluted share. The oil services group’s revenues stood at $5.6 billion over this period, compared to $5.73 billion a year earlier. In North America, revenue in the fourth quarter of 2024 was $2.2 billion, a sequential decline of 7%.
Johnson & Johnson
Johnson & Johnson reported fourth-quarter revenue and profits that beat consensus thanks to the success of its cancer treatments. Turnover reached $22.5 billion for earnings per share of $2.04. The American pharmaceutical group expects for 2025 sales of between 90.9 and 91.7 billion dollars (in line with the consensus of 90.98 billion) and a profit of between 10.75 and 10.95 dollars per share on an adjusted basis (versus a consensus of $10.56 per share).
Netflix
-Netflix recorded a historic fourth quarter in terms of subscriptions with the gain of 18.9 million new subscribers. A record performance which represents more than double the consensus. The previous record dates back to the first quarter of 2020 – Covid 19 period – with 15 million new subscribers. The overall number of subscribers to the Californian video streaming giant exceeds 300 million, boosted by the live broadcast of sporting events and the crackdown on password sharing (+41 million over the past year).
Procter & Gamble
In the second quarter of its 2024/2025 financial year, Procter & Gamble’s net sales amounted to $21.9 billion, an increase of 2%. Diluted net income per share was $1.88, up 34%. Operating cash flow was $4.8 billion. Net profit increased by 33% to $4.7 billion. For this financial year, the consumer products group is maintaining its objectives. It expects organic revenue growth of between 3 and 5%. Its diluted net income per share is expected to grow between 10 and 12%.
AI sector
AI-related stocks are expected to rise in pre-market trading on Wall Street, benefiting from the announcement made last night by Donald Trump: an investment of $500 billion over four years in a project called Stargate bringing together SoftBank, OpenAI and Oracle to build next-generation data centers. The database leader was expected to jump nearly 10% and brings in its wake Arm, Microsoft, Nvidia and Palantir as well as Dell and Super Micro Computer.
Travelers
Travelers reported a stronger than expected increase in its profit for its fourth quarter despite the weight of natural disasters. Travelers’ core revenue increased to $2.13 billion, or $9.15 per share, for the three months ending December 31, 2024. This compares to $1.63 billion , or $7.01 per share, recorded a year earlier. Analysts were targeting quarterly earnings of $6.63 per share.
United Airlines
United Airlines is expected to rise in pre-market trading on Wall Street after announcing a “record” profit in the fourth quarter, well above expectations. The American airline has never operated more flights or carried more passengers than in 2024. It reiterates its double-digit pre-tax margin target in 2025, compared to 7.3% in 2024 due to strong demand for all its products: during the quarter, premium revenues increased by 10%, corporate revenues by 7% and Economy revenues by 20%.
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