Stock futures climb ahead of Big Tech earnings

本帖於 2025-10-26 15:42:34 時間, 由版主 lionhill 編輯

Stock futures climb ahead of Big Tech earnings, widely expected Fed rate

 

Stock futures rose Sunday evening as investors looked ahead to a widely expected interest rate cut by the Federal Reserve and a raft of Big Tech earnings reports.

S&P 500 futures and Nasdaq 100 futures were up roughly 0.7% and 0.9%, respectively. Futures tied to the Dow Jones Industrial Averageadded 290 points, or 0.6%.

Investors expect the Fed to slash rates at its meeting on Oct. 29, particularly after the Bureau of Labor Statistics released cooler-than-expected inflation data last week. Slightly more than 96% of investors expect a deep rate cut to 375 to 400 basis points, while about 3% are betting on a reduction to 400 to 425 basis points, according to the CME FedWatch Tool.

Big Tech companies’ upcoming earnings reports are also on tap. Several “Magnificent 7” stocks, including AlphabetAmazonAppleMeta Platformsand Microsoft, will release their third-quarter results this week. And if earlier Q3 reports are any indication, the companies could post stronger-than-expected financial results.

U.S. President Donald Trump and China President Xi Jinping are scheduled to meet in South Korea on Thursday in an attempt to ease trade tensions, an event that could offer significant clarity and reassurance to investors.

U.S. Treasury Secretary Scott Bessent recently indicated that talks between the leaders have been “constructive, far-reaching, in-depth,” which could move the needle on negotiations.

A trade deal between the U.S. and China would be a boon for Big Tech stocks, contributing to a broader market bull run, according to Disruptive Technology analyst Dan Ives.

“It appears a much broader trade framework/deal could be on the table this week between US and China which would be a huge groundbreaking moment for the tech sector and markets,” Ives said Sunday in a note to clients.

Stocks are coming off a bullish week, with all three major indices hitting record highslast Friday. The Dow Jones Industrial Average added roughly 1%, or 472.51 points, to 47,207.12 — its first-ever close above the 47,000 mark. The S&P 500 ticked up 0.79% to 6,791.69, while the Nasdaq Composite rose 1.15% to 23,204.87.

所有跟帖: 

Davis triple or quadruple play:-) -620Oaks- 給 620Oaks 發送悄悄話 (26 bytes) () 10/26/2025 postreply 15:41:22

QQQ 漲的有點猛,10%的回調不知道什麽時候來,也許明年Q1 -QQQ2074- 給 QQQ2074 發送悄悄話 (0 bytes) () 10/26/2025 postreply 15:56:29

NVDA估計現在200不再是目標價了, -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (50 bytes) () 10/26/2025 postreply 17:00:29

可能會放鬆芯片管製和稀土管控,延期,然後繼續磋商,至少不會再加碼對著幹 -620Oaks- 給 620Oaks 發送悄悄話 (0 bytes) () 10/26/2025 postreply 17:11:44

200小意思,長期看400或10萬億市值 -tutututu- 給 tutututu 發送悄悄話 (39 bytes) () 10/26/2025 postreply 17:32:25

嗯嗯。 說的短期今年,明年初 -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (0 bytes) () 10/26/2025 postreply 18:15:30

希望你這次又猜中! -jingke- 給 jingke 發送悄悄話 jingke 的博客首頁 (0 bytes) () 10/26/2025 postreply 18:47:16

NVDA 到明年底240 很可能。 我個人覺得AI有點吹的感覺(我不是IT的),行業內的專家都很看好,所以很可能是我錯了 -QQQ2074- 給 QQQ2074 發送悄悄話 (0 bytes) () 10/26/2025 postreply 17:11:52

明年就有機會是AGI inflexion point -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (0 bytes) () 10/26/2025 postreply 17:13:56

啊,不是2027年,明年就開始了?還是我理解錯了 -dancingpig- 給 dancingpig 發送悄悄話 (0 bytes) () 10/26/2025 postreply 17:37:12

很多人不是說AGI還很遙遠麽,我聽說不是這樣的 -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (0 bytes) () 10/26/2025 postreply 18:09:38

啊,周末和幾個做機器人的一起,他們倒是特悲觀對AGI,把我機器人管家這個夢狠狠打擊了下 -dancingpig- 給 dancingpig 發送悄悄話 (0 bytes) () 10/26/2025 postreply 19:25:21

我也覺得AGI不靠譜。專項的應該更有意義。我個人用AGI體驗很很很差。架不住股市天天漲 -QQQ2074- 給 QQQ2074 發送悄悄話 (0 bytes) () 10/26/2025 postreply 20:07:04

As I stated a few days ago, i don't think any of the tariff -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (215 bytes) () 10/26/2025 postreply 16:58:43

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