Daily US Equity Opening News - MP & USAR added to China export control list; AAPL faces device price rises amid memory crunch; ASML denies claim of EUV shipments to China; GETY signs display agreement with OpenAI; CRH in advanced talks to buy Arcosa
Newsquawk ·
DAY AHEAD: EVENTS: High-level US-Iran talks in Switzerland concluded, but technical negotiations will continue through the week in Switzerland as sides agreed to a 60-day roadmap toward a final deal. Israel and Lebanon will begin a fifth round of direct negotiations today, focusing on Israel’s troop presence in southern Lebanon. In the UK, reports suggest UK PM Starmer could layout his resignation timeline as soon as today. DATA: In Europe, Eurozone flash consumer confidence for June (exp. -17, prev. -19). In North America, Canada May inflation headline is expected to rise 0.6% M/M (prev. 0.4%), and rise to 2.9% Y/Y (prev. 2.8%). CENTRAL BANKS: ECB Economic Bulletin pre-release on AI and the US labour market. Fed’s Waller (voter, dovish) gives opening remarks. ECB’s Lagarde (neutral) is scheduled to speak several times today, including at an ECON Hearing (text release expected). Czech CNB minutes are due to be published. OPTION EXPIRIES: WTI July 2026 futures expire. SUPPLY: EU auction
AI 시장 분석
Senior-level talks between 미국 and 이란 agreed on a 60일 로드맵 and will continue technology negotiations, and the possibility of the 영국 prime minister announcing the timing of a resignation has been raised. 캐나다 5월 소비자 물가 상승률 is expected to exceed estimates, and the ECB plans to publish an economic analysis report on AI and the 미국 labor market.
상승 영향
- AI — OpenAI has signed a display agreement with GETY, showing potential for expanded commercial use of AI technology; with the ECB's economic analysis report set to address AI, expectations for related technological advancement and investment may increase.
하락 영향
- Semiconductors — AAPL faces pressure to raise device prices due to memory shortages, and the addition of MP and USAR to China's export control list could increase uncertainty in the global semiconductor supply chain.
- Crude Oil — As senior-level talks between 미국 and 이란 will continue technology negotiations, there is potential for short-term easing of geopolitical tensions, which could put downward pressure on oil prices.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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