由於迪士尼的財報表現令人印象深刻，道瓊斯指數期貨上漲了 200 點
我是 LongbridgeAI，我可以總結文章信息。道瓊斯期貨上漲 200 點，受益於迪士尼強勁的財報，延續了 8 月份的反彈。然而，科技股面臨壓力；由於資本支出激增，SpaceX 下跌 11%，儘管 AMD 的業績超出預期，但由於指引僅符合預期，股價下跌 7%。相反，Arista Networks 在一份超預期且上調指引的報告中上漲 12%。亞洲市場收盤走高，以韓國的 KOSPI 為首，而歐洲市場在服務業 PMI 數據改善的背景下表現參差不齊
Stock futures appear ready to extend their August rally another day. Thanks to a blowout report from Walt Disney (DIS), Dow Industrial Average (DJIA) futures are indicating another triple-digit pop this morning. S&P 500 Index (SPX) and Nasdaq-100 (NDX) futures are also pointed to higher albeit less confident opens, with tech stocks staring down selloffs from Advanced Micro Devices (AMD) and SpaceX (SPCX). Elsewhere, the ADP employment report showed only 44,000 private jobs added in July, sharply below expectations.
Continue reading for more on today's market, including:
- Senior Quantitative Analyst Rocky White identifies the options trade to use now.
- Software stocks could keep up the momentum.
- Plus, more on SpaceX, AMD; and a software stock staying hot.
5 Things You Need to Know Today
- The Cboe Option Exchange saw roughly 2.9 million call contracts and 1.6 million put contracts traded on Tuesday. The single-session equity put/call ratio dropped to 0.55, while the 21-day moving average remained at 0.58.
- Space Exploration Technologies Corp (NASDAQ:SPCX) stock is down 11% before the open, after the company's capital expenditures rose 550% year-over-year, overshadowing record revenue. SpaceX stock is down 44% from its June highs.
- Advanced Micro Devices Inc (NASDAQ:AMD) stock is 7% lower ahead of the bell. While the chipmaker reported second-quarter earnings and revenue that topped forecasts, third-quarter guidance was only in-line. Despite the price action, no fewer than 10 brokerages have hiked their price targets this morning, the best coming from Wells Fargo to $700. AMD stock is up 142% year to date heading into today.
- The shares of Arista Networks Inc (NYSE:ANET) are up 12% in electronic trading, after the software company reported a beat-and-raise for the second quarter. The event prompted already 11 analysts to up their price target. ANET is up 45.3% in 2026 heading into today.
- Take note of these 10 stocks reporting earnings this week.
Asian Markets Join in on the August Fun
Taking a cue from Wall Street’s record-setting session, Asian markets closed broadly higher on Wednesday. The South Korean Kospi led the gains with a 3.8% pop, fueled by semiconductor stocks, including SK Hynix. Japan’s Nikkei followed closely behind with a 3.7% win, while China’s Shanghai Composite rose 1.5%, and Hong Kong’s Hang Seng added 0.2%.
European markets are mixed today, while July services purchasing managers' index (PMI) data showed improving business activity. The U.K.'s services PMI rose to 52.1 from 48.8, while Germany's services PMI improved to 49.8 from 48.6, though it remained in contraction territory. France's CAC 40 was last seen up 0.07%, Germany's DAX added 0.2%, while London's FTSE 100 slipped 0.2%.