Daily US Stock Market News Briefing (January 22, Wednesday)

USHK News
2025.01.22 13:52

Important News

  1. After taking office, Trump threatened to impose tariffs on EU goods. EU Economic Commissioner Valdis Dombrovskis stated that the EU would respond proportionately to US tariffs if necessary, emphasizing the strategic alliance between the US and Europe.

Individual Stock News

  1. Google (GOOG.O) is investing an additional $1 billion in AI developer Anthropic, raising its valuation to approximately $60 billion.

  2. OpenAI, SoftBank, and Oracle (ORCL.N) will establish a joint venture to heavily invest in AI infrastructure. These companies will make an initial investment of $100 billion, with plans to increase the investment amount to as much as $500 billion over the next few years.

  3. Netflix (NFLX.O): Q4 revenue of $10.25 billion exceeded market expectations, and the company raised its performance outlook for 2025.

  4. An Indonesian government minister stated that Indonesia is about to reach an investment agreement with Apple (AAPL.O), which will lift the sales ban on the iPhone 16 in the country.

  5. JP Morgan analyst Samik Chatterjee gave Qualcomm (QCOM.O) an "Overweight" rating with a target price of $200.

  6. Halliburton (HAL.N) reported Q4 total revenue of $5.6 billion, a 2.4% year-on-year decrease, and $30 million lower than market expectations; net profit was $615 million, down from $661 million in the same period last year; basic and diluted earnings per share were $0.70, compared to $0.74 in the same period last year.

  7. Abbott (ABT.N) reported Q4 revenue growth of 7.2% year-on-year, reaching $10.97 billion, but below the average analyst expectation of $11.01 billion. Adjusted earnings per share were $1.34, in line with the average analyst expectation. However, sales in its nutrition, diagnostics, and generic drug divisions were all below expectations.

  8. Investment bank Wedbush maintained its "Outperform" rating on Snowflake (SNOW.N) and raised its target price to $210