Futuros del Dow suben 260 puntos: 5 claves antes de la apertura

Los futuros de los índices bursátiles de EEUU subieron el miércoles por la mañana tras un destacado resultado de Advanced Micro Devices que impulsó un alza del 15% en la negociación fuera de horario, añadiendo más impulso a un mercado que cerró en máximos históricos en la sesión anterior.

Una fuerte caída en los precios del petróleo proporcionó otro viento de cola, con el Brent acercándose a 96 dólares por barril en las horas de preapertura mientras el secretario de Defensa Pete Hegseth insistía en que el alto el fuego entre EE. UU. e Irán seguía intacto, aunque continuaban los enfrentamientos en el estrecho de Ormuz.

La combinación de sólidos beneficios impulsados por la IA y la moderación de los precios de la energía mantiene a las acciones cerca de sus máximos históricos pese al persistente telón de fondo geopolítico.

5 claves antes de la apertura de Wall Street

1. Futuros en resumen: ganancias generalizadas

S&P 500 futures rose 0.57% to 7,328.50, Dow futures advanced 266 points, or 0.54%, to 49,681 and Nasdaq futures gained 1.10% to 28,445.50 in early Wednesday trade.

The moves extend Tuesday's session, in which the S&P 500 climbed 0.81% to a fresh record close of 7,259.22 and the Nasdaq Composite gained 1.03% to 25,326.13 — both all-time highs — while the Dow Jones Industrial Average added 356 points to close at 49,298.25.

Of the 63% of S&P 500 constituents that have reported first-quarter results so far, 84% have beaten consensus earnings estimates and 81% have exceeded revenue forecasts, according to FactSet.

2. AMD sube 15% por resultados extraordinarios en centros de datos

El protagonista en la negociación fuera de horario es Advanced Micro Devices.

AMD reported first-quarter revenue of 10.25 billion dollars, beating the 9.89 billion dollar consensus estimate.

Adjusted earnings per share came in at 1.37 dollars against expectations of 1.29 dollars. For the second quarter, the company guided revenue of approximately 11.2 billion dollars, well above the 10.5 billion dollar analyst forecast.

The stock jumped about 15% in extended trading.

3. Palantir beats but falls; Intel leads the Nasdaq

Not every AI name is following the same script.

Palantir reported first-quarter revenue of 1.63 billion dollars, up 85% year on year and above the 1.54 billion dollar estimate; adjusted earnings per share of 33 cents beat the 28 cent consensus by 18%.

The company raised its full-year 2026 revenue guidance to 7.65 to 7.66 billion dollars, well above the prior range of 7.18 to 7.20 billion dollars.

Despite the beat, Palantir shares fell nearly 3%, reflecting the stock's demanding valuation — it trades at more than 100 times forward earnings — and lingering concern about the sustainability of its US commercial growth rate following a partial deceleration from the prior quarter.

4. Oil retreats further as Iran ceasefire holds

Crude oil fell sharply in pre-market trading on Wednesday, with WTI down 6.39% to 95.74 dollars a barrel.

Brent crude futures settled 3.99% lower on Tuesday at 109.87 dollars, while WTI dropped 3.9% to 102.27 dollars, after Defence Secretary Pete Hegseth said the ceasefire "certainly holds" and that Iranian activity in the Strait of Hormuz remained "low level."

5. JOLTS data and Fed speakers in focus

Tuesday's JOLTS print offered a broadly reassuring read on the labour market.

Total job openings slipped to 6.87 million in March, down 56,000 from February but slightly above the 6.8 million consensus estimate.

Hiring was brisk, rising by 655,000 to 5.55 million, with the hiring rate climbing 0.4 percentage points to 3.5%.

The data suggests that while the economy is absorbing the drag from higher energy costs, the labour market has not yet deteriorated in a way that would force the Federal Reserve's hand on rate cuts.