U.S. Stock Preview | July retail sales month-on-month data to be released at 20:30; U.S. equity index futures show mixed performance; drone-related stocks rise broadly in pre-market trading, with Unusual Machines up over 15% as Trump imposes ad valorem ta
In pre-market trading on Friday, the three major U.S. stock index futures showed mixed performance. As of press time, Dow Jones Industrial Average futures fell 0.18%, Nasdaq 100 futures rose 0.20%, and S&P 500 futures edged up 0.07%. WTI crude oil rose 0.50%, and gold gained 0.13%.
Stocks Mostly Up Pre-Bell as Investors Await Retail Sales Report, Assess Inflation Data
The benchmark US stock measures were mostly pointing higher before the open Friday as investors await the latest retail sales report and digest fresh wholesale inflation data that pointed to easing
Oil, Earnings, Retail Sales Outlook Cap Wall Street Pre-Bell; Asia Up, Europe Flt
Wall Street futures pointed modestly higher pre-bell Friday, as the waning earnings season and the apparently unchanged impasse in the Persian Gulf provided few catalysts for traders.In the futures,
Will the midterm elections become a watershed moment for the AI bull market? BofA’s Hartnett: If Republicans retain control of the Senate, AI stocks could surge through to 2027
Bank of America’s Hartnett points out that the 2026 midterm elections represent a key watershed for the AI-driven bull market in U.S. equities. If the Republican Party retains control of the Senate and Texas Governor Abbott secures re-election, AI capital expenditure is likely to continue, potentially driving U.S. stocks—particularly the AI sector—to surge through 2027; conversely, the market could plummet by more than 10%. Currently, earnings and AI investment are supporting bullish sentiment, but positioning is extremely crowded, and soaring bond yields constitute a primary risk.
Top U.S. Stock Performers This Week | NEBIUS surged nearly 36% for the week, driven by earnings that exceeded expectations and a $40 billion order backlog; SanDisk rose over 26%, bolstered by positive commentary at its Investor Day; Super Micro Computer g
This week, the Dow Jones Industrial Average fell by 0.36% to close at 53,839.99 points; over the same period, the S&P 500 Index rose by 0.53% to 7,798.99 points; and the Nasdaq Composite Index gained 0.42%, closing at 26,803.03 points.
Betting on the AI computing boom while hedging against crowded trade unwinding! UBS Group aggressively bought Micron and Nasdaq call options in Q2, while increasing holdings of Eli Lilly and Co calls and index puts.
UBS Group’s latest 13F filing serves as a textbook example of highly professional and precise disclosure, revealing a barbell strategy that combines a continued long position on the structural boom in AI computing power with active management of tail risks associated with crowded trades.
Stock Market Today: Dow Jones Futures Slip, S&P 500 Gains as US Says It Can Maintain Iran Blockade 'Indefinitely'—SanDisk, Workday, JD.com, Applied Materials in Focus
U.S. stock futures were mixed on Friday, as the Dow Jones index slipped and the Nasdaq 100 and S&P 500 indices rose, following Thursday's higher close.According to Reuters, the U.S. stated it can
Stock Index Futures Largely Flat After S&P 500 Closes at Record High
U.S. Futures Mixed, European Stocks Flat
This article was automatically generated using Dow Jones technology. U.S. futures for the S&P 500 were flat, and futures for the Dow Jones Industrial Average declined 0.1%. Changes in futures don't
What Signal? Senior Strategists: Five Signs Indicate the “Earnings Tailwind” for U.S. Stocks Is Coming to an End!
① Jim Paulsen, a seasoned Wall Street veteran, warned that the earnings-driven rally in U.S. stocks may be losing momentum; ② Among S&P 500 companies that have reported second-quarter results, 86% exceeded expectations, with overall earnings growth poised to reach its highest level since 2021.
Rate Hike or Wait-and-See? Hawk-Dove Standoff Intensifies Within the Fed as Major Wall Street Banks Remain Divided
① Following the Federal Reserve's consecutive releases of unexpectedly weak non-farm payroll data and relatively moderate inflation figures in recent days, market expectations for further rate hikes by the Fed have continued to cool; ② Meanwhile, the internal divide between hawks and doves at the Federal Reserve is intensifying, with dovish officials gaining significant confidence, while some hawkish officials remain steadfast; ③ Wall Street remains divided on its expectations for the Fed's subsequent policy path.
Has the stance completely softened? Traders are no longer fully pricing in a Federal Reserve rate hike this year...
① As falling oil prices bolstered market optimism about the prospect of cooling U.S. inflation, interest rate traders on Thursday finally stopped fully pricing in further Federal Reserve rate hikes this year. ② Market data showed that short-term interest rate contracts rose on Thursday, reflecting that traders were reducing their bets on Fed rate increases.
Futu Morning Brief | Market Divergence Intensifies! Hawkish Fed Official Calls for Rate Hikes; SanDisk Targets Mid-to-High Double-Digit Growth by 2030 with Gross Margin Goal of ~80%; U.S. Equity Institutional Q2 Holdings Disclosure Deadline Arrives
The yield on the 30-year U.S. Treasury auction surged to 5.216%, hitting a fresh high since 2001; OpenAI's annualized revenue exceeded $40 billion, with plans for an initial public offering (IPO), while Anthropic may list ahead of it.
The foundation for the sustained rally in U.S. stocks: S&P 500 profit margins hit a record high of 16.9%, with gains broadening beyond tech giants as profit margins rose across 80% of industries.
The proportion of retained earnings per dollar of sales among S&P 500 constituents has hit a record high, providing another tailwind for the U.S. stock market's upward trajectory.
Review & Preview: 'Don't Short a Dull Tape' -- Barrons.com
By Sabrina Escobar Two's a Charm. The S&P 500 notched a new high on Thursday, with investors rallying behind a slightly more benign inflation outlook. The S&P rose 0.7%, marking its 27th record
Top 20 by Trading Volume | SanDisk issues major financial guidance, stock surges 13%, SK Hynix rises 7%; Google launches Gemini 3.7 Flash; Cisco drops over 8% after earnings
Top US Stock by Trading Volume on Thursday: Closed up 4.23% with trading volume of $34.63 billion. Second Place: Closed up 13.67% with trading volume of $32.693 billion. On Thursday, the 23rd (US Eastern Time), SanDisk unveiled its long-term financial model at its 2026 Investor Day, outlining a series of financial targets to be achieved from fiscal year 2028 to fiscal year 2030. These include maintaining mid-to-high double-digit revenue growth during this period. SanDisk also addressed market concerns regarding bit growth, stating that salable bit capacity will be adjusted based on profitability optimization needs. The company further committed to returning 100% of remaining cash to shareholders after completing business investments.
US Stock Market Close | Easing PPI data alleviates rate-hike pressure; three major indices rise, with the S&P 500 closing at a record high. Workday surges 18%, lifting software stocks collectively, as the IGV ETF gains over 3%. Chinese ADRs decline: JD.co
The three major U.S. stock indices closed higher across the board, with the Dow Jones Industrial Average rising 0.13%, the S&P 500 gaining 0.65%, and the Nasdaq Composite advancing 0.81%. Salesforce surged more than 4% and Merck rose 2%, leading gains in the Dow. The Wind U.S. Mag 7 Index climbed 0.82%, with Tesla up over 3.5% and Facebook (Meta) rising more than 2.5%. SpaceX fell more than 3%. The Nasdaq Golden Dragon China Index dropped 1.84%, with JD.com declining over 7% and PDD Holdings falling more than 5%.
Express News | OpenAI's annualized revenue surpasses $40 billion ahead of IPO
According to reports, based on current business performance, OpenAI's annualized revenue is projected to exceed $40 billion, roughly doubling its annualized revenue at the end of 2025. This growth also supports the company's plans for a Wall Street listing. OpenAI's revenue growth has accelerated in recent months, driven partly by its AI coding software business. Sales from subscription services and its nascent advertising business have also contributed momentum, while its core consumer-facing business continues to expand.
OpenAI's Chief Revenue Officer Resigns Suddenly, Marking the Second Core Executive Departure This Week
① Denise Dresser, OpenAI’s Chief Revenue Officer, has stepped down after less than a year in the role, marking the second departure of a core executive this week; ② OpenAI is preparing for an initial public offering (IPO), with its valuation reaching $852 billion in March this year. The company will face significant pressure from investors to justify this valuation.
Cool Inflation Data Propels Stocks to Fresh Records -- WSJ
By Jack Pitcher Prices on consumer and wholesale goods aren't rising as much as feared, and that has been good for stock prices. Two straight days of soft inflation data lifted the S&P 500 index to