U.S. equity futures are mixed as another semiconductor selloff offsets relative strength in the Dow. At 5:07 a.m. ET, Dow futures were up 0.29%, S&P 500 futures were up 0.11% and Nasdaq 100 futures were down 0.52%. The Russell 2000 enters the session after declining 0.6% Wednesday, with small caps likely to remain sensitive to […]
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The Magnificent Seven no longer trade as one fundamental story. Nvidia and Microsoft offer visible AI earnings, Meta and Alphabet pair lower valuations with spending risk, while Apple, Amazon and Tesla create sharply different implications for VGT, VOX and VCR.
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U.S. equity futures are modestly higher as strong AI-related earnings support the Nasdaq. At 5:16 a.m. ET, S&P 500 futures were up 0.07%, Dow futures were up 0.06% and Nasdaq 100 futures were up 0.45%. The Russell 2000 enters after gaining 1.7% Monday, with lower Treasury yields and improved breadth supporting smaller companies. Palantir and
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U.S. equity futures are higher as hopes for renewed U.S.-Iran negotiations push oil sharply lower and ease near-term inflation concerns. At 5:29 a.m. ET, Dow futures were up 0.63%, S&P 500 futures were up 0.49% and Nasdaq 100 futures were up 0.53%. The Russell 2000 proxy IWM was roughly unchanged in the latest premarket trade.
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Amazon’s accelerating AWS growth, Microsoft’s cloud momentum and lighter positioning support selective accumulation in AI leaders. Yet rising capital intensity, weaker free cash flow, high real yields and a recovering Value trend argue against an indiscriminate return to Growth leadership.
U.S. equity futures are extending Thursday’s technology-led rebound as Amazon’s cloud results reinforce confidence in AI spending. At the latest Reuters reading, S&P 500 futures were up 0.35%, Dow futures were up 0.46% and Nasdaq 100 futures were up 0.83%. Small-cap futures were also positive after the Russell 2000 gained 1.4% Thursday, although the opening
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U.S. equity futures are modestly higher as Microsoft’s strong earnings offset Meta’s weaker guidance and another rise in long-term Treasury yields. Around 6:00 a.m. ET, S&P 500 futures were up 0.2%, Dow futures were up 0.1% and Nasdaq 100 futures were up 0.3%. The Russell 2000 enters the session from a weaker position after falling
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U.S. equity futures are rallying after the United States and Iran announced a pause in hostilities, sending oil prices sharply lower and easing near-term inflation pressure. At 5:50 a.m. ET, S&P 500 futures were up 1.02%, Dow futures were up 1.04%, Nasdaq 100 futures were up 1.68% and Russell 2000 futures were up 1.40%. Airlines,
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Thematic ETF flows show investors buying hard AI infrastructure, dividend quality and geopolitical hedges while cutting software, generic AI, travel and housing. The biggest rotation is not out of AI, but away from narratives toward chips, power and cash flow.
S&P futures are down 1.4% Tuesday morning, with momentum, memory, and semis under outsized pressure after Monday’s mixed session. Big Tech lagged Monday, led by Alphabet, while software, housing, and energy were also weaker. Momentum held up on continued memory and semi strength, and biotech outperformed. Global risk tone is weaker, with South Korea’s KOSPI
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