New York (dpa-AFX)-On the US exchanges are on Thursday
Only technology values are required in advance. Investors take a positive quarterly report from NVIDIA, without greatly firing the risk of risk.
In the case of standard values, new customs announcements of US President Donald Trump burden. According to the announcement of special levies on imports from the European Union from the previous day, Trump now announced that the tariffs that have been exposed to the neighboring countries Mexico and Canada and against China should come into force on March 4.
With every additional special levy, investors are concerned that inflation in the United States is fueled again. The EU announced a decisive answer to the 25 percent high taxes announced by Trump.
The mood in the technology sector is better according to the NVIDIA numbers, as the 0.4 percent higher taxi of the broker IG for the selection index Nasdaq 100 shows a good half an hour before the start. According to the IG calculations, the Dow Jones Industrial is expected 0.2 percent lower at 43,360 points.
The UBS market observer Mark Haefele initially expects persistent volatility on the stock exchanges. In addition to the economic uncertainties, he mentioned the customs disputes and geopolitical conflicts as causes, while Nvidia shows on the other side that the long -term imagination of artificial intelligence (AI) remains intact on the New York exchanges.
In addition to corporate figures, investors also have to tap a number of economic data on information on Thursday. The orders for long -lasting goods were better than expected, from which Ulrich Wortberg from Helaba concluded that this was playing the central bank into the hands of the central bank, which it was not in a hurry with further interest rate cuts. “However, the interest rate expectations should hardly be steamed,” he added, because the initial applications published at the same time on unemployment welfare were surprisingly significantly increased.
The business figures help the 2025 previously weak shares of Nvidia by two percent on Thursday. However, it was not enough for an exuberant reaction that investors were used to in previous years. Nvidia has to justify the rally with strong numbers, which was started in September 2022. Since then, the shares in the top have been worth fourteen.
According to the UBS expert Timothy Arcuri, the Nvidia results are good enough so that the AI debate moves further in a positive direction. In addition to the numbers, the forecast for the current quarter also exceeded expectations. Most recently, the Chinese provider Deepseek heated up concerns that more efficient AI solutions with less computing power could cope. According to the UBS expert Haefele, the results underpower further growth opportunities.
The reporting season also made headlines beyond Nvidia. The shares of the Salesforce software company fell from the Dow by 2.2 percent because it did not quite fulfill expectations with his outlook – and thus dampened hopes for a sales thrust by AI products.
It looked better in the software branch at Snowflake, as the pre -exchangeable course leap by 12 percent shows. The cloud specialist convinced at the same time as his numbers and the sales outlook. Brent Thill from the Jefferies analysis house wrote that the quarter was solid and the outlook was better than expected by 2026.
On the other hand, Ebay was about ten percent downhill. With the online portal operator, the UBS analyst Stephen Ju justified the negative reaction of investors with the view of the first annual quarter.
Recovery of around five percent was the order of the day at Applovin (Applovin A) – a share that had become the new star under the tech values last year. Since the record from mid -February, the course had broken up by up to 45 percent, which had probably also contributed to allegations by empty sellers. However, James Heaney sees a purchase opportunity in the course slip on Thursday ./Tih/jha/