智通财经网·2025-07-17 12:19Market Overview - US stock index futures showed mixed performance ahead of the market opening, with Dow futures down 0.19% and S&P 500 futures down 0.08%, while Nasdaq futures rose 0.02% [1] Economic Data and Predictions - The US is set to release June retail sales data, with expectations of a 0.1% month-over-month increase, which could influence interest rate cut expectations for September [2] - Atlanta Fed President Raphael Bostic indicated rising inflation pressures and supported maintaining current interest rates, noting that recent inflation data shows signs of increasing price pressures [3][4] Corporate Earnings and Performance - Netflix is expected to report its Q2 earnings, with analysts predicting a 24% year-over-year increase in EPS to $6.70 and a 15% increase in revenue to $11.3 billion [5] - PepsiCo reported Q2 organic sales growth of 2.1% and EPS of $2.12, exceeding analyst expectations, while facing ongoing supply chain cost pressures [6] - GE Aerospace exceeded Q2 earnings expectations, raising its full-year guidance with adjusted EPS projected between $5.60 and $5.80, driven by a 30% increase in commercial aircraft revenue [7] - Alcoa reported Q2 revenue of $3.018 billion, a 4% increase year-over-year, with net income of $164 million, despite over $100 million in cost increases due to tariffs [8] - TSMC raised its revenue growth forecast for 2025 to approximately 30%, driven by strong demand in the AI sector, with Q2 profits reaching a record $13.5 billion [9] - Novartis reported a 12% increase in Q2 revenue to $14.054 billion, with a 24% increase in profit, despite challenges from its psoriasis treatment [10] Corporate Actions - NVIDIA CEO Jensen Huang sold $37 million worth of shares as part of a planned stock sale, having sold a total of $190 million worth of shares this year [11] - OpenAI announced a shift to using Google Cloud for its ChatGPT services, moving away from exclusive reliance on Microsoft [12]