(Updated with future indices; Biogen, CVS Health, Eli Lilly, Cigna, Comcast, KKR, Air Products, HF Sinclair)
Main values to follow on Thursday at Wall Street, where the contracts in the long term on the main indices suggest an opening up 0.20% for the Dow Jones .dji, of 0.92% for the Standard & Poor’s 500
.SPX and 1.33% for the Nasdaq .IXIC:
* Meta Platforms Meta.O communicated on Wednesday a forecast of turnover for the current quarter much higher than the expectations of Wall Street and also noted the low range of its annual capital expenses. The Meta action flies from 12.2% in a forefoot.
* Microsoft MSFT.O published a quarterly turnover higher than Wall Street on Wednesday, in the wake of a solid growth of its dematerialized computer platform (“Cloud”), Azure, which concretizes massive investments in artificial intelligence (IA). The action jumped from 8.6% in a forefoot, which could allow it to pass the CAP of 4,000 billion dollars in stock market valuation.
* Qualcomm QCOM.O announced a turnover for the current quarter higher than Wall Street on Wednesday, believing that the development of artificial intelligence (AI) in the general public devices will stimulate demand for its semiconductors despite persistent trade uncertainties in the world. The Qualcomm Action, however, loses more than 6% in a forefoot, the dependence of the group with regard to flea sales for high-end smartphones and the imminent loss of Apple AAPL.O as a customer for its modems having overshadowed these optimistic forecasts.
* Apple aappl.o must publish its third quarter results this Thursday after the fence of Wall Street.
* NVIDIA NVDA.O – The administration of cyberspace in China, an internet regulation organization in the country, expressed concerns about possible security risks concerning the H20 artificial intelligence chip of NVIDIA. This fuels uncertainty about the American group’s sales prospects in China a few weeks after Washington lifted the export ban on this chip in China.
* BIOGEN BIIB.O noted its annual profit forecasts on Thursday, focusing on high demand for its drugs intended for the treatment of rare diseases, such as SKYCLARYS, in order to compensate for the decline in sales of former sclerosis drugs in plates.
* CVS Health CVS.N has exceeded Wall Street’s estimates for its second quarter of Wall Street on Thursday, thanks to strict monitoring of high medical costs which has improved the performance of its Aetna health insurance activity.
* Eli Lilly Lly.N said Thursday that her new diabetes medication, Mounjaro, was more effective than Trulicity, his oldest drug for this disease, in reducing the risk of heart attack and stroke, according to a large comparative study.
* Comcast CMCSA.O exceeded Thursday the estimates of turnover and quarterly profit, thanks to a strong increase in the attendance of its theme parks following the launch in May of “Epic Universe”, the growth of its wireless activity in the United States and an increase in income related to streaming.
* KKR KKR.N announced on Thursday a 9% increase in its net profit adjusted in the second quarter, supported by an increase in income related to the commissions.
* Air Products APD.N announced Thursday forecasts for lower profit for expectations for the fourth quarter and revised down its profit forecasts for the whole year, due to the weakness of the request for helium, the abandonment of certain projects and the impact of the previous sale of its LNG activity, which continued to weigh on the volumes.
* HF Sinclair Dino.n exceeded Wall Street’s estimates on Thursday for its second quarter profit, thanks to higher refining margins that compensated for the drop in the volumes treated. The title is advancing 1.3% in a forefoot.
* Arm Holdings Arm.o falls 8% in forefoot after the publication by the designer of disappointing quarterly forecast chips, the investment projects of part of the group’s profits in the manufacture of its own chips and other components that have not convinced investors.
* EBAY EBAY.O – The electronic commerce group announced on Wednesday to anticipate a turnover for the current quarter higher than Wall Street after having beat the consensus in the second quarter, against a background of high demand for collectibles and a renewed interest in Pokémon cards. The action is climbing more than 10% in a forefoot.
* Alphabet Googl.o – Google, a subsidiary of alphabet, will invest six billion dollars to develop a data center in a gigawatt and an electrical infrastructure in the state of Andhra Pradesh, in southern India, according to government sources. This is the first investment of this type for the American group in India.
* Western Digital WDC.O exceeded expectations on the turnover of the fourth quarter on Wednesday, thanks to solid orders for its data storage products while companies accelerate their transition to dematerialized IT. The action jumped by more than 4% in a fore-hip.
* Applied Digital APLD.O exceeded Wall Street’s expectations on Wednesday with quarterly turnover, on the background of demand sustained in artificial intelligence (AI) for its infrastructures in the “Cloud” (dematerialized IT). The action flies from 25.6% in a forefoot.
* Lam Research LRCX.O reported a turnover for the first quarter higher than Wall Street on Wednesday, thanks to high demand for its equipment specializing in the manufacture of chips used in the development of advanced processors intended for artificial intelligence (IA). The group’s action takes more than 4% in a forefoot.
* Amazon amzn.o must publish its second quarter results this Thursday after the fence of Wall Street.
* Tesla Tsla.o – The director general of the automaker, Elon Musk, announced Thursday the launch of its carpooling service in San Francisco, after that of Austin, without specifying if it would have recourse to autonomous vehicles.
* Ford Motor FN announced Wednesday that American customs duties on imported vehicles, as well as materials such as steel and aluminum, should have a greater financial impact than expected on the group’s annual results. The Ford action abandons 3% in a forefoot.
* ABBVIE ABBV.N – The drug manufacturer is in discussions to acquire the unlisted company Gilgameh Pharmaceuticals, specializing in therapeutic products for mental health, as part of an operation of around a billion dollars, the Bloomberg agency reported on Wednesday, citing sources close to the file.
* Robinhood Markets Hood.o exceeded expectations on Wednesday with the benefit of the second quarter, thanks to a significant increase in the volume of transactions, investors, notably negotiating options, cryptoactives and actions. The Robinhood title is advancing 2.7% in a forefoot.
* Albemarle Alb.N – The world’s leading producer of lithium for rechargeable batteries posted a surprise profit on Wednesday evening for the second quarter, thanks to a sustained demand for this metal, which increases the action of more than 6% in front.
* MGM Resorts International MGM.N – The operator of Casinos published on Wednesday a turnover up for the second quarter, thanks to the good performances of its online sports betting operations and its Chinese division.
* The intelligence fund of Daniel Loeb has taken new positions on the operator of local stores Casey’s General Stores CASY.O, Fintech Rocket Companies
RKT.N and the British group of events and university publishing inf.L, the billionaire investor to its customers announced on Wednesday.
* Financial prudential Pru.n reported on Wednesday of an increase in its profit for the second quarter, thanks to higher commissions in the field of investment management and the vigor of its international activities.
* Union Pacific UNP.N and Norfolk Southern NSC.N – The Transportation Board (STB) surface, the authority responsible for regulation and different modes of transport, said on Wednesday that the two railway groups had formally submitted a merger project of $ 85 billion, which opens the way to a regulatory examination.
* Equinix EQIX.O – The company of data centers noted its annual income forecast on Wednesday, noting a sustained request from its client companies which invest in artificial intelligence solutions (IA).
* Dexcom dxcm.o exceeded expectations on Wednesday with its second quarter results, thanks to high demand for its glucose monitors. The group also appointed Jake Leach to the post of Managing Director.
* Public Storage PSA.N – The operator of storage sites noted on Wednesday the bottom of the range of its basic operating fund forecasts for 2025 (FFO), citing a faster rate of acquisitions and stabilization of operations.
* Extra Space Storage EXR.N – The Auto -Stocking Operator published on Wednesday a result below the forecasts of analysts concerning the basic operating fund (FFO) under the second quarter, in a context of drop in net operating income of stores with a comparable perimeter.
* CVR Energy CVI.N, supported by Carl Icahn, appointed Mark Pytosh on Wednesday to the post of Director General and Brett Icahn on his board of directors.
* Figma Fig.N will go on the stock market Thursday after raising $ 1.22 billion during a very successful IPO in the United States, paving the way for a vague quotes from strong growth technological companies and reinforcing the resumption of the market for the IPO.
* Cigna CI.N Thursday exceeded Wall Street’s estimates for its profit from the second quarter, thanks to the good health of its activity of management of pharmaceutical services.
(Written by Claude Chendjou and Mara Vîlcu, edited by Blandine Hénault)
