Dow-futures stijgen 340 punten: 5 dingen om te weten vóór de opening van Wall Street

De Amerikaanse aandelenfutures stegen vrijdag toen Amazons cloudresultaten de artificial-intelligence-hype nieuw leven inbliezen, en daarmee het scherpe verlies van Apple na diens voorzichtige vooruitzicht compenseerden.

Om 7:00 AM ET wonnen Nasdaq 100-futures 1.22%, terwijl S&P 500-contracten 0.48% toevoegden en Dow-futures 340 punten, of 0.64%, stegen.

De opleving zette Wall Street op koers voor een positief einde van een volatiele week, maar de schade van juli is niet verdwenen.

Chip-aandelen blijven deze maand sterk lager, renteverwachtingen zijn verstoord en beleggers eisen nog steeds bewijs dat recorduitgaven aan AI op langere termijn kunnen leiden tot duurzame omzet, marges en kasstroom.

5 things to know before Wall Street opens

1. Amazon gives the AI trade its strongest answer

Amazon jumped about 12% before the bell after reporting its fastest cloud growth in 18 quarters.

AWS revenue rose 37% to $42.2 billion, while group sales increased 20% to $200.6 billion.

De cijfers boden het duidelijkste bewijs deze week dat de uitgaven van hyperscalers zich vertalen in vraag in plaats van simpelweg liquide middelen te verbruiken.

Cité Gestion-strateeg John Plassard zei dat Amazon de zaak heeft versterkt dat het AI-momentum intact blijft bij de grootste cloudaanbieders.

Nvidia gained 1.5% and Micron rose 3.5%, extending Thursday’s semiconductor rebound.

2. Apple turns supply into the market’s new concern

Apple slid 7.3% despite reporting a 16% increase in quarterly revenue to $109.42 billion, helped by record iPhone sales and a sharp rise in Mac revenue.

Beleggers richtten zich in plaats daarvan op de waarschuwing van het management dat componententekorten de groei in het septemberkwartaal zouden beperken.

The company expects revenue growth of 9% to 11%, below the roughly 12% pace Wall Street had anticipated.

Analisten beoordelen ook of hogere geheugenkosten Apple kunnen dwingen de iPhone-prijzen te verhogen, wat de vraag zou kunnen testen in een markt die al gevoelig is voor betaalbaarheid.

3. July’s chip rout still casts a long shadow

The late-week recovery has not repaired the month’s damage.

The Philadelphia Semiconductor Index remains more than 20% below its June record after investors questioned valuations, leverage and the return on unprecedented infrastructure spending.

Microsoft eased 0.8% after surging more than 15% on Thursday and adding about $450 billion in market value, the largest one-day increase recorded for a US company.

Alphabet, Meta and Tesla rose in premarket trading, suggesting investors are returning selectively rather than buying the entire technology complex.

4. The Fed has reduced certainty, not rate risk

The Federal Reserve held its target range at 3.5% to 3.75% in a 9-3 vote on Wednesday.

Three policymakers preferred a quarter-point increase, underlining the committee’s concern about inflation even as officials declined to tighten immediately.

Futures markets assigned roughly a 60% chance to a September increase after the meeting, down from more than 80% a week earlier.

That repricing supports growth shares, but long-dated Treasury yields near multi-year highs remain a threat to technology valuations.

5. Consumer sentiment and stock-specific shocks remain ahead

The final University of Michigan consumer-sentiment reading for July is due at 10 am ET. The preliminary index rose to 54.4 from 49.5 in June, while one-year inflation expectations eased to 4.2%.

Company news may also create pockets of volatility. GoDaddy dropped 12.4% after narrowing its annual revenue forecast.

The broader market enters August with momentum improving, but Friday’s gains still depend heavily on Amazon sustaining confidence in the AI spending cycle.