我是 LongbridgeAI，我可以總結文章信息。美國股指期貨大幅下跌，納斯達克指數下跌超過 500 點，原因是半導體拋售和對人工智能支出前景的擔憂。儘管盈利超出預期，奈飛的營收未達預期，股價下跌 11%。美國鋁業因下調生產前景，股價下跌 1.8%；而 SpaceX 在火箭發射失敗後，股價下跌 4.3%。全球市場也出現回落，亞洲股指如日本的日經指數和中國的上海綜合指數均出現顯著虧損
Stock futures are suffering another setback to end the trading week, with semiconductor stocks running up against AI spending fears. Futures on the S&P 500 Index (SPX), Nasdaq-100 Index (NDX), and Dow Jones Industrial Average (DJI) are all deep in the red, though the Nasdaq is the only index pacing for a weekly loss. Oil prices are up 3% at last check, after the U.S.' sixth consecutive strike on Iran last night. Back home, more big-name earnings have crossed the tape, including Netflix (NFLX), which is suffering a 10% premarket drop.
Continue reading for more on today's market, including:
- Don't forget this options strategy for earnings season.
- 15 stocks short sellers are targeting.
- Plus, more on Netflix; SpaceX fumbles a launch; and Alcoa moves lower.
5 Things You Need to Know Today
- The Cboe Option Exchange saw roughly 2.8 million call contracts and 1.9 million put contracts traded on Thursday. The single-session equity put/call ratio fell to 0.67, while the 21-day moving average remained at 0.58.
- Netflix Inc (NASDAQ:NFLX) stock is plummeting 11.2% before the bell, after the company posted a slim earnings beat and revenue that missed estimates. Netflix also plans to trim its investor engagement reports. NFLX has shed 20% in 2026.
- Space Exploration Technologies Corp (NASDAQ:SPCX) stock is off 4.3% in electronic trading, after the company halted its Starship mega rocket launch due to engine failures. SPCX yesterday logged its fifth-straight drop and continued its journey below its IPO price of $135.
- Alcoa Corp (NYSE:AA) stock is down 1.8% in premarket trading, the company brushing off a second-quarter earnings and revenue beat. The aluminum name did lower its 2026 production outlook for alumina, however. AA is 11.3% lower for 2026, and has taken a 44% haircut off its June 2 four-year peak of $84.38.
- Expect a fresh batch of big name earnings next week.
Asian Markets Fall Alongside U.S. Counterparts
Asian markets fell today, as the semiconductor selloff expands. Japan’s Nikkei lost 4%, with SoftBank’s 9% gap lower weighing. Hong Kong’s Hang Seng lost 1.8%, while China’s Shanghai Composite gave back 3.1%. South Korea’s Kospi was closed for holiday.
In Europe, bourses are pointed lower, with investors scrambling to rotate into risk-off sectors. At last look, London’s FTSE 100 is down 0.1%, the French CAC 40 is 0.8% lower, and the German DAX is down 0.6%.