分组1 - US stock futures are rising, driven by Oracle's strong earnings report and optimistic outlook for its cloud infrastructure business, leading to record highs for the S&P 500 and NASDAQ [1][10] - Deutsche Bank raised its year-end target for the S&P 500 to 7,000 points, implying a gain of over 7% from current levels, while Barclays also increased its forecast to 6,450 points, citing strong earnings and resilient economic growth [1][10] - Oracle's cloud revenue is expected to grow 77% year-over-year to $18 billion, with AI-driven cloud revenue projected to reach $144 billion by fiscal year 2030, resulting in a market cap increase of $212 billion [1][10][22] 分组2 - The IPO of fintech company Clet is anticipated to be one of the largest this year, priced at $40 per share, valuing the company at $15 billion, with strong demand indicated by oversubscription [2][3] - Novo Nordisk announced a reduction of 9,000 jobs globally and cut its profit forecast for the third time this year, aiming to save $1.3 billion by 2026 [7][8] - Chewy reported a profit decline in its fiscal second quarter despite increased sales, impacted by a $79 million expense related to share-based compensation [9] 分组3 - The Producer Price Index (PPI) showed an unexpected drop in wholesale prices, with a year-over-year increase of only 2.8%, lower than the expected 3.5%, indicating potential for a Federal Reserve rate cut [1][6] - A federal judge blocked President Trump's attempt to remove Fed Governor Lisa Cook, allowing her to participate in the upcoming Fed policy meeting [1][3] - The Senate Banking Committee is expected to vote on Steven Myron's nomination to the Fed, who is in favor of lower rates, potentially influencing the Fed's decision [4][5]
Strategists lift S&P 500 targets, Trump blocked from firing the Federal Reserve's Lisa Cook