我是 LongbridgeAI，我可以总结文章信息。美国股指期货出现分化：道琼斯指数和标普 500 上涨，而纳斯达克因科技板块轮动而下跌，受此影响，闪迪财报发布后表现不佳。亚洲市场因对人工智能支出的谨慎而下跌，而欧洲指数则因强劲的财报和经济数据而上涨。主要企业动态包括：Peloton 在业绩符合预期后股价下跌，IonQ 因收入好于预期而上涨，尽管闪迪的收入超出预期，但股价仍然下跌。宏观指标显示失业救济申请人数低，生产率上升
Stock futures are headed for choppy waters today. Dow Industrial Average (DJI) futures are indicating yet another triple-digit pop this morning, with the blue chip index poised to build on its strong start to August. Futures on the S&P 500 Index (SPX) are more modestly positioned, while Nasdaq-100 (NDX) futures are firmly lower, as SanDisk (SNDK) earnings prompt a tech sector rotation.
Amid reports that a deal to reopen the Strait of Hormuz is imminent, bond yields and oil prices remain elevated, with the 10-year Treasury yield last seen at 4.6% and front-month crude up 1.3%. Meanwhile, initial jobless claims came in at 199,000 for last week, below the 204,000 estimate, while second-quarter productivity rose 1.4%, topping forecasts of 0.6%.
Continue reading for more on today's market, including:
- Roku earnings: what you need to know today.
- Software stocks in the midst of bullish seasonality.
- Plus, PTON runs out of steam; IonQ earnings impress; and more on SanDisk.
5 Things You Need to Know Today
- The Cboe Option Exchange saw roughly 2.5 million call contracts and 1.5 million put contracts traded on Wednesday. The single-session equity put/call ratio dropped to 0.60, while the 21-day moving average remained at 0.58.
- Peloton Interactive Inc (NASDAQ:PTON) is down 13% before the bell, after the company's fiscal fourth-quarter earnings were only in-line with estimates, while paying subscribers fell year-over-year. Peloton stock is set to breach its year-to-date breakeven level today.
- IonQ Inc (NYSE:IONQ) stock is 4% higher ahead of the open, after the quantum computing company's second-quarter revenue exceeded expectations. Full-year guidance was also a hit. IonQ stock is down 11% year to date heading into today, but is up 9.5% this month already.
- The shares of SanDisk Corp (NASDAQ:SNDK) are off by 10% in electronic trading, after margin concerns have four analysts trimming their price targets, despite a top-line beat for the fiscal fourth quarter. SanDisk stock is 468% higher on the year.
- Take note of these 10 stocks reporting earnings this week.
Asian Markets Sell Off as Tech Cools
Asian markets finished mostly lower on Thursday as investors grew cautious regarding AI spending. The South Korean Kospi shed 4.6% as chip heavyweights SK Hynix and Samsung Electronics fell sharply, while Hong Kong’s Hang Seng and Japan’s Nikkei dropped 1.5% and 0.9%, respectively. China’s Shanghai Composite bucked the trend, rising 0.6%. Notably, robot maker Yushu Technology (known as Unitree) priced its Shanghai initial public offering (IPO) at 150.8 yuan, or $22.34 per share, as it seeks to become China’s first mainland-listed humanoid robot stock.
European markets, on the other hand, are on the rise today as upbeat earnings lift sentiment. Meanwhile, German industrial orders rose 3.1% in June, topping estimates for a 0.3% increase, while the U.K.'s S&P Global Construction purchasing managers’ index (PMI) climbed to 44.7 in July from 38.4 in June, above economists' expectations of 40.0. At last check, London’s FTSE 100 is up 0.1%, Germany’s DAX is rising 0.2%, and the French CAC 40 sits 0.6% higher.