Nasdaq Futures Climb Premarket Driven by SpaceX AI Surge and Semiconductor Rally
Yahoo Finance ·
U.S. stock futures showed mixed movement early Wednesday, while Nasdaq futures gained traction following stellar earnings from SpaceX and an upgraded outlook from Super Micro Computer. By 4 a.m. ET, Nasdaq futures rose 0.7% and S&P 500 futures added 0.2%, whereas Dow and Russell 2000 futures remained flat. SpaceX shares surged 9% in premarket trading after reporting its first quarterly profit since going public in June, fueled by massive AI compute demand. Elon Musk projected targeting $1 trillion in annual recurring revenue by 2028 and dismissed market fears of an AI glut, noting infrastructure constraints. Super Micro Computer shares skyrocketed 16% after raising its preliminary Q1 revenue guidance to between $18.5 billion and $19.5 billion. Meanwhile, geopolitical tensions intensified as Brent crude surpassed $110 per barrel following reports that Iran's Revolutionary Guards blocked tankers in the Strait of Hormuz. Investors are also closely watching upcoming earnings reports from Meta and IBM scheduled after the closing bell.
AI 시장 분석
Nasdaq futures rose 0.7% in pre-market trading, driven by SpaceX's strong performance and surging AI infrastructure demand. Conversely, geopolitical tensions heightened as Brent crude surpassed $110 per barrel due to the blockade of the Strait of Hormuz, escalating concerns over oil supply disruptions. Investors must monitor key tech earnings and inflation pressures stemming from rising energy prices.
상승 영향
- Semiconductors — Strong earnings and guidance upgrades from SpaceX and Super Micro reaffirmed AI semiconductor demand, directly boosting related stocks like NVDA and SMCI.
- Crude Oil — Concerns over supply disruptions grew as the Islamic Revolutionary Guard Corps blocked tanker passage in the Strait of Hormuz, pushing Brent crude above $110 per barrel and driving up oil prices.
- Energy — Capital flowed into power-related energy stocks such as BE and OKLO following analysis that power and cooling infrastructure are the core constraints of AI computing expansion.
하락 영향
- Airlines — Airlines faced profitability pressures as jet fuel costs surged due to Brent crude breaking $110 following the blockade of the Strait of Hormuz.
- Shipping — Operational disruptions and increased logistics costs occurred due to Middle Eastern geopolitical risks and the blockade of commercial vessel passage in the Strait of Hormuz.
- Consumer Goods — Spiking oil prices translated into cost increases across distribution and manufacturing, putting pressure on consumer prices and reducing real purchasing power.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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