U.S. Stock Market Pre-market Key News Overview: SpaceX Reportedly Places a Massive AI Server Order; Anthropic Spotted Testing AMD's AI GPU
According to Odaily, before the U.S. stock market opens, investors need to focus on the following key financial news:
1. The three major U.S. stock index futures are edging higher. Dow Jones futures rose 0.26%, S&P 500 futures rose 0.45%, and Nasdaq 100 futures rose 0.92%.
2. International oil prices rose sharply. WTI crude oil futures rose 0.08% to $81.843/barrel; Brent crude oil futures rose 0.28% to $88.345/barrel. On the news front, the Houthis announced a "maritime navigation ban" on Saudi Arabia.
3. International gold and silver spot prices showed mixed results. Spot gold fell 0.12% to $4,011.46/oz; spot silver rose 1.75% to $56.86/oz.
4. The three major European stock indexes showed mixed results. The UK's FTSE 100 fell 0.29%, France's CAC 40 rose 0.29%, and Germany's DAX 30 rose 0.24%.
5. SpaceX plans to order approximately 13,000 Nvidia GB300 AI server racks from Foxconn, with the transaction scale potentially reaching $52 billion. Foxconn is expected to start shipping in Q4 of this year.
6. JPMorgan Chase stated that it is "still too early" to price in the inflection point for semiconductor prices in the market, predicting that earnings growth will drive a rebound in the U.S. chip sector.
7. Semiconductor research firm SemiAnalysis indicated that by analyzing GitHub code published by AMD executives, Anthropic is likely to become a customer for its AI GPUs, with signs of collaboration appearing in public code.
8. U.S. optical communication and memory chip sectors rose in pre-market trading. Lumentum rose over 3%, Coherent and Corning rose over 2%; SK Hynix, Micron Technology, and SanDisk all rose over 4%.
