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美股前瞻 | 三大股指期货齐涨 多家AI龙头财报本周来袭
智通财经网· 2025-11-03 12:59
Market Movements - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.11%, S&P 500 futures up by 0.35%, and Nasdaq futures increasing by 0.63% [1] - European indices also show positive movement, with Germany's DAX up by 1.09%, UK's FTSE 100 up by 0.06%, France's CAC40 up by 0.06%, and the Euro Stoxx 50 up by 0.57% [2][3] - WTI crude oil remains stable at $60.98 per barrel, while Brent crude oil slightly decreases to $64.76 per barrel [3] Market News - A new "super week" is approaching with several AI leaders set to release quarterly earnings, including Palantir, AMD, Super Micro Computer, and Constellation Energy [4] - The ongoing government shutdown may delay the release of the monthly non-farm payroll data for the second consecutive month, making the ADP private employment data a key indicator for the labor market this week [4] Company Updates - Alphabet plans to issue €3 billion (approximately $3.5 billion) in euro-denominated bonds to fund investments in AI and cloud infrastructure [8] - Cipher Mining reported Q3 earnings with revenue of $71.7 million, below market expectations, but exceeded EPS expectations at $0.10 [9] - IREN Ltd signed a $9.7 billion agreement with Microsoft for AI cloud computing services, leading to a pre-market surge of over 21% [10] - CompoSecure is planning to acquire Husky Technologies for approximately $5 billion, which includes debt, and is expected to raise $2 billion through a PIPE investment [11] - Kimberly-Clark announced a cash and stock deal to acquire Kenvue, resulting in a significant drop in Kimberly-Clark's stock price and a rise in Kenvue's stock price [11] Economic Data and Events - Key economic data releases include the final manufacturing PMI for October and the ISM manufacturing PMI [12] - Earnings reports are expected from several companies, including Palantir, BP, Philips, Spotify, Uber, Shopify, Pfizer, and Norwegian Cruise Line [12]