Daily US Equity Opening News - INTC rises after beat, stronger AI-led guidance; SAP rises as cloud growth eases AI concerns; PSKY-WBD deal pause extended until 17th Aug; VWAGY cuts FY revenue outlook; SPCX bets on Starship replacing Falcon
Newsquawk ·
DAY AHEAD: DATA: In North America, US flash July PMIs are likely to see the composite rise to 52.3 (prev. 51.9), manufacturing to 54.3 (prev. 53.9) and services at 51.5 (prev. 51.2). Elsewhere, US new home sales and final building permits are due. Canada PPI is seen falling by -0.4% M/M in June (prev. 1.2%). CENTRAL BANKS: ECB’s Lane (dovish) speaks (slide release expected). The BoE releases its Agents’ summary of business conditions and Decision Maker Panel survey. Russia’s CBR expected to cut rates by 25bps to 14.00%. CRA: Potential rating reviews are due from: Scope Ratings on Norway (AAA). ENERGY: Baker Hughes reports weekly rig count data (prev. oil 452, gas 126, total 588). EARNINGS: Notable US corporate earnings reports due today include: American Express (AXP), NextEra (NEE), Verizon (VZ), HCA Healthcare (HCA), SLB (SLB), Charter Communications (CHTR), Booz Allen Hamilton (BAH). NEWS: GEOPOLITICS: US-Iran - Iran rejected a US ceasefire proposal delivered by Iraqi PM al-Zaidi. I
AI 시장 분석
Expectations for economic recovery are rising as the US July flash manufacturing PMI is projected at 54.3. Intel and SAP showed upward momentum driven by strong earnings and cloud growth, respectively. Meanwhile, Volkswagen (VWAGY) lowered its annual revenue forecast, unfolding a mixed corporate earnings market. Investors should closely monitor key economic indicators and corporate guidance.
상승 영향
- AI — Intel and SAP announced AI-centric guidance and cloud growth, providing positive momentum to tech stocks overall.
- Semiconductors — Intel's better-than-expected earnings and strong AI demand outlook are improving investor sentiment across the semiconductor sector.
하락 영향
- Electric Vehicles — Volkswagen lowered its annual revenue forecast, triggering earnings concerns in the automotive and related supply chain sectors.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 55% · Bearish (Short) 45%
401 participants
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