Stock futures climb ahead of Big Tech earnings

本帖于 2025-10-26 15:42:34 时间, 由版主 lionhill 编辑

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- 给 620Oaks 发送悄悄话 (26 bytes) () 10/26/2025 postreply 15:41:22

QQQ 涨的有点猛,10%的回调不知道什么时候来,也许明年Q1 -QQQ2074- 给 QQQ2074 发送悄悄话 (0 bytes) () 10/26/2025 postreply 15:56:29

NVDA估计现在200不再是目标价了, -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (50 bytes) () 10/26/2025 postreply 17:00:29

可能会放松芯片管制和稀土管控,延期,然后继续磋商,至少不会再加码对着干 -620Oaks- 给 620Oaks 发送悄悄话 (0 bytes) () 10/26/2025 postreply 17:11:44

200小意思,长期看400或10万亿市值 -tutututu- 给 tutututu 发送悄悄话 (39 bytes) () 10/26/2025 postreply 17:32:25

嗯嗯。 说的短期今年,明年初 -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (0 bytes) () 10/26/2025 postreply 18:15:30

希望你这次又猜中! -jingke- 给 jingke 发送悄悄话 jingke 的博客首页 (0 bytes) () 10/26/2025 postreply 18:47:16

NVDA 到明年底240 很可能。 我个人觉得AI有点吹的感觉(我不是IT的),行业内的专家都很看好,所以很可能是我错了 -QQQ2074- 给 QQQ2074 发送悄悄话 (0 bytes) () 10/26/2025 postreply 17:11:52

明年就有机会是AGI inflexion point -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (0 bytes) () 10/26/2025 postreply 17:13:56

啊,不是2027年,明年就开始了?还是我理解错了 -dancingpig- 给 dancingpig 发送悄悄话 (0 bytes) () 10/26/2025 postreply 17:37:12

很多人不是说AGI还很遥远么,我听说不是这样的 -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (0 bytes) () 10/26/2025 postreply 18:09:38

啊,周末和几个做机器人的一起,他们倒是特悲观对AGI,把我机器人管家这个梦狠狠打击了下 -dancingpig- 给 dancingpig 发送悄悄话 (0 bytes) () 10/26/2025 postreply 19:25:21

我也觉得AGI不靠谱。专项的应该更有意义。我个人用AGI体验很很很差。架不住股市天天涨 -QQQ2074- 给 QQQ2074 发送悄悄话 (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- 给 bogbog 发送悄悄话 bogbog 的博客首页 (215 bytes) () 10/26/2025 postreply 16:58:43

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