Dow-futures zakken 65 punten: 5 dingen om te weten voordat de markten openen

Futures op Amerikaanse aandelenindices daalden dinsdag, aangezien zwakte in aandelen van halfgeleiderbedrijven de zorgen over inflatie, opgelopen rendementen op staatsobligaties en de vooruitzichten voor bedrijfswinsten vergrootte.

De daling volgde op technologieaandelen die maandag Wall Street lager trokken, waarbij beleggers de waarderingen herbeoordeelden van groeibedrijven die de Amerikaanse indices dit jaar naar recordhoogtes hebben gedreven.

Fabrikanten van chips stonden onder druk voorafgaand aan de winstcijfers van Nvidia later deze week, terwijl handelaren ook uitkeken naar de resultaten van Walmart en de notulen van de meest recente vergadering van de Federal Reserve.

De olieprijzen gaven iets toe in de Aziatische handel, hoewel ruwe olie verhoogd bleef nu spanningen in het Midden-Oosten het risicosentiment blijven bepalen. Rendementen op Amerikaanse staatsobligaties trokken ook iets terug na een recente stijging.

5 things to know before market opens

1. US futures slip as chip stocks fall

US stock futures were lower in overnight trade, led by weakness in technology and semiconductor shares.

Futures linked to the S&P 500 slipped 0.23%, while Nasdaq 100 contracts fell 0.46%, reflecting pressure on technology shares.

Dow Jones Industrial Average futures were down 65 points, or 0.13%.

2. Memory and storage shares weaken

The pressure was not limited to Nvidia. Memory and storage stocks that had rallied in recent weeks also declined.

Micron Technology fell 1%, Seagate Technology dropped 1.6% and Western Digital lost 2.3%.

The moves suggested investors were taking profits across the broader chip trade after a strong run.

Higher Treasury yields have also weighed on technology shares, as rising discount rates tend to reduce the value investors place on future earnings.

3. Oil falls but stays elevated

US crude futures fell 1.5% to $110.25 a barrel at 1233 GMT, after US President Donald Trump said he had delayed a planned military strike against Iran because of ongoing negotiations.

Brent also declined 1.5% but remained above $110 a barrel.

Energy prices remain a key inflation risk for investors, particularly as geopolitical uncertainty keeps supply concerns in focus.

4. Treasury yields ease after recent spike

The 10-year Treasury yield eased to 4.587%, down 5.4 basis points on the day. It had earlier touched 4.618%, its highest level since February 2025.

Risk appetite remained fragile on Tuesday as investors assessed the economic and geopolitical impact of the Middle East conflict.

Market sentiment was also weighed down by growing frustration over the lack of meaningful progress in negotiations between the US and Iran, adding to uncertainty across global markets.

5. Fed minutes and earnings are next

Investors will watch Wednesday’s Federal Reserve minutes for signs of how much support there was for moving towards a neutral stance and away from an easing bias.

Markets are also focused on heavyweight earnings. Nvidia reports on Wednesday, with investors looking for proof that AI demand can justify high valuations.

Walmart’s results may offer a clearer view of how US consumers are coping with higher energy costs and broader inflation pressures.