Two days after Trump's inauguration, it seems the stock market finally has some room to recover. During the opening of the cash session, we see sustained bullish sentiment in the main indices, a slightly stronger dollar, and rebounding yields on U.S. bonds. Once again, tech companies, especially those in the semiconductor sector, are capturing the most investor attention.
At the time of publication, the main US500 index is up 0.50% to 6,120 points, the tech-heavy US100 index is up 1.10% to 22,000 points, while small-cap companies in the US2000 index are down 0.10%.
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U.S. stocks are on track to continue yesterday's gains. Investor sentiment is fueled by strong results from Netflix and United Airlines, as well as the announcement of record AI infrastructure investments by Trump.
Notable gains are seen in Oracle (ORCL.US), Netflix (NFLX.US), and Nvidia (NVDA.US). Apple (AAPL.US) is slightly in the red again, likely due to market speculation or recent profit-taking.
Source: xStation 5
US100
The tech index is off to another strong start, gaining 1.20% at the beginning of the cash session. The reason is, of course, yesterday's announcement by President Donald Trump of investments worth up to $500 billion in AI infrastructure. Solid quarterly results during the ongoing earnings season on Wall Street also continue to support fundamental investors.
Source: xStation 5
Company News
Netflix (NFLX.US) soared 13% after reporting a record-breaking 18.91M net subscriber additions in Q4, a 44% Y/Y increase and more than double the expected 9.18M. The company plans to raise prices in the U.S., Canada, Portugal, and Argentina following its strong performance.
United Airlines (UAL.US) gains 4.30% on robust quarterly results, with passenger revenue up 7%, cargo revenue surging 30%, and international revenue expanding 8.7%. The company projects Q1 earnings of $0.75–$1.25 per share and FY25 EPS of $11.50–$13.50, exceeding consensus estimates of $0.54 and $12.73, respectively.
Oracle (ORCL.US) climbed nearly 5.70% following the announcement of a $500B collaborative AI infrastructure initiative, Stargate, alongside OpenAI and SoftBank. The project was unveiled at the White House by U.S. President Donald Trump.
Procter & Gamble (PG.US) gains 4.30% as FQ2 organic sales grew 3%, beating the 2.4% consensus. FY25 revenue growth is projected at 2%–4%, with EPS guidance of $6.91–$7.05, slightly above the $6.94 consensus.
Interactive Brokers Group (IBKR.US) gains 5% after Q4 results exceeded expectations, driven by a 37% Y/Y surge in commission revenue to $477M. Total daily average revenue trades (DARTs) grew 61% Y/Y to 3.12M, while customer accounts rose 30% Y/Y to 3.34M.
Textron (TXT.US) dropped 5.70% following mixed Q4 results and underwhelming FY25 guidance. The company forecasts adjusted EPS of $6.00–$6.20 and revenue of $14.7B, both below consensus estimates. Optimism remains for 2025 with expectations of higher revenue and margins driven by growth in aerospace and defense.
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