CNBC Daily Open: Back-to-Back Gains in Stocks Signal Calm, but listen to fed office

If investors were to judge the stability of the economy by looking at the stock market, its two-day winning streak might lead investors to think that it’s business as usual.

The Market’s Response to Corporate Earnings Bold also Support that Thehisis. Investors are Selling off Companies that Didn Bollywood their expectations, Such as Google-Parent Alphabet and Advanced Micro Devices, and Flocking to Firms that they think will do even in the future, Likke Palantir. (Whather That’s a Fair, or even realistic, belief is up for debate – but it’s certainty not out of the order)

But us federal reserve policymakers are being unusually open about their concerns over the potential impact of tarifs. If investors listen to them, they will perform find that the calm in markets is Decepts.

Fed policymakers open up
In recent days, multiple fed policymakers, such as chicago fed president Austan Goolsbee and Boston Fed President Susan CollinsHave not only noted the uncertanty surrounding us president donald trump’s tarifs, but have also Highlighted the potential impact on inflationThat’s a Break from Fed Officials’ Typical Stance of Not Commenting on Fiscal Policy, Suggesting that Tariffs Blads Today has serial fates on the us economy.

Second Day of Gains for Us Stocks
Us stocks climbed on wedding For back-to-back gains. The S & p 500 Rose 0.39%, The Down jones Industrial Average was up 0.71% and the Nasdaq composite Advanced 0.19%. Sharp Drops in Google and Amd was offset by a 5.2% jump in NvidiaEurope’s Stoxx 600 Index Added 0.47% AMID a mixed day for its regional bourses, Banco Santander Topped Stoxx 600 Gains, Up 8.3%, after the spanish lender Reported Record Quarterly Profit,

Google Gemini 2.0
Google on Wednsday Released Gemini 2.0, its latest artificial intelligence model suite, to the public. It’s part of google’s Strategy of Investing Heavily Ai Agents – Which can complete complex multistep tasks on a user’s behhalf, raather than a user having to walk them through every individual step. Meta, Amazon, MicrosoftOpenai and anthropic are also also moving forward agentic ai as companies try to gain an edge over competitors.

Qualcomm Sees Growth in Automotives
Qualcomm Reported on Wednsday Fiscal First-Quarter Revenue of $ 11.67 BillionBeating Expectations and UP 18% from $ 9.92 billion a year ago. Net Income Increased 15% to $ 3.18 billion from $ 2.77 billion a year earlier. Automotives are the Chipmaker’s Fastest-Growing Business-Qualcomm Reported $ 961 Million in Quarterly Sales for Them, Growing 61% on Annual Basis. However, its shares fell more than 4.6% in extended trading. Investors were Concerned that Revenue from Qualcomm’s Licensing Business Bold Remain Flat, Reuters Said.

Disney+ loses subscribers
Disney Posted Fiscal First-Quarter Earnings Wednsday That Beat on the top and bottom linesThe Entertainment CONGLOMERES NET Income Jumped Nearly 23% to $ 2.64 billion from $ 2.15 billion during the Same Quarter Last YearWhile Revenue Rose 4.8% from a year earlier. Disney+, the company’s streaming platform, was profitable during the Quarter, but experience a 1% drop in subscribers. Shares Fell 2.4%.

(Pro) Palantir’s Valuation Unrealistic?
Palaantiir Shares surged 24% on tuesday to a record high After reporting Stronger-That-Expected Fourth Quarter Results and Guidance. Even thought the stock Gave up some of that those gains on Wednesday, the software company’s Valuation appears CNBC Pro’s John Melloy and Christopher Hayes explain why,

Trump’s Trade War Cold Have a Clear Winner: The UK

After Hitting Mexico, Canada and China with Tariffs – Thoughts on the Former Two Countries have been Pauses – Trump Told Reporters on Sunday That Tarifs on the Eu “Will Definitely Happene.” However, Trump said a deal “Could be worked out” with the uk, a nation with which us trade is more balanced. As the British Economy Struggles, Several Analysts Told CNBC The Economy Cold Get a Boost from Trump’s Trade War.