Daily US Equity Opening News - Trump plans 100% generics tariffs by 2028; SSNLF/SKHY/NVDA execs to meet on Friday; SKHY & INTC deny campus deal reports; EQNR solid Q2, launches buyback; DIS cuts hundreds of jobs
Newsquawk ·
DAY AHEAD: DATA: Stateside, weekly MBA mortgage applications are due. SUPPLY: Germany auctions EUR 2bln of 2041 and 2047 debt; US sells USD 13bln of 20-year bonds. ENERGY: EIA will publish weekly energy inventory data; overnight on Tuesday, API data reportedly showed headline crude stocks posting a surprise build of +2.6mln bbls (exp. -0.5mln), Cushing stocks saw a draw of -0.7mln, distillates inventories saw a larger than expected build of +1.8mln bbls (exp. +1.0mln), while gasoline stocks posted a smaller than expected draw of -1.4mln bbls (exp. -1.8mln). EARNINGS: Notable corporate earnings reports due to be released today include: Alphabet (GOOGL), Tesla (TSLA), Philip Morris (PM), GE Vernova (GEV), Texas Instruments (TXN), IBM (IBM), AT&T (T), ServiceNow (NOW), CSX (CSX), Moody’s (MCO), CME (CME), Las Vegas Sands (LVS), PulteGroup (PHM), Southwest Airlines (LUV). NEWS: GEOPOLITICS: US-Iran - US President Donald Trump said Washington has no interest in talks with Iran until Teh
AI 시장 분석
U.S. President Donald Trump announced plans to impose a 100% tariff on generic drugs by 2028, and volatility in the energy market increased as API crude oil inventories rose by 2.6 million barrels. Additionally, a meeting between executives of Samsung Electronics, SK Hynix, and NVDA is scheduled, and Disney (DIS) cut hundreds of jobs. Investors should take a cautious approach while monitoring major tech earnings and geopolitical risks.
상승 영향
- Semiconductors — Anticipation for AI and semiconductor supply chain cooperation is rising due to the scheduled meeting among SSNLF, SK Hynix, and NVDA executives, which is positive for related stock prices.
하락 영향
- Biotech — Concerns over worsening profitability for related pharmaceutical companies have grown due to Trump's plan to impose a 100% tariff on generic drugs by 2028.
- Crude Oil — API crude oil inventories increased by 2.6 million barrels, significantly exceeding the expected -500,000 barrels, acting as downward pressure on oil prices.
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