Odaily Planet Daily report: Before the U.S. stock market opens, investors should pay close attention to the following key financial news:
1. The three major U.S. stock index futures showed mixed performance. The Dow Jones Index futures rose 0.95%, the S&P 500 Index futures fell 0.03%, and the Nasdaq 100 Index futures declined 0.75%.
2. International oil prices declined collectively. WTI crude oil futures fell 1.78% to $92.068 per barrel; Brent crude oil futures dropped 1.99% to $104.532 per barrel.
3. International spot gold and silver prices fluctuated narrowly. Spot gold prices rose 0.28% to $4,183.29 per ounce; spot silver prices fell 0.22% to $60.15 per ounce.
4. Most of Europe's major stock indices rose. The UK FTSE 100 increased by 0.51%, the France CAC 40 declined by 0.08%, and the Germany DAX 30 rose by 0.10%.
5. AMD CEO Lisa Su expressed strong confidence in the future of the CPU market, labeling 2026 as the "Year of Reasoning." She anticipates that the CPU market will experience explosive growth over the next few years, driven by agent-based AI workloads.
6. Applied Materials (AMAT), the largest semiconductor equipment manufacturer in the United States, expects its revenue to double over the next few years. The company is also leveraging AI tools to drive innovation and product development, exploring ways to improve semiconductor yield.
7. Marvell Technology announces the second-generation Structera X 3406 and 3506 CXL memory expanders, designed for AI inference applications. The new products are the industry’s first six-channel CXL 3.2 memory expanders, supporting up to 9 TB of DDR4 or 6 TB of DDR5 memory per controller.
8. NVIDIA and Cisco jointly launch the new Ultra-Small Form Factor Pluggable (USFP) module. The USFP is the first module to support 400 Gb/s electrical signals per channel, with a maximum single-module capacity of up to 12.8 Tb/s, designed for next-generation AI factories.
9. Samsung Electronics, alongside AMD, demonstrated a Compute Express Link (CXL)-based memory expansion solution at the 2026 OCP Global Summit. Samsung also showcased customized HBM and the new HBM5, along with processing-in-memory technology.
10. Streaming giant Netflix has secured the exclusive broadcasting rights for the 2030 FIFA World Cup in Spain and Andorra. Boosted by this news, Netflix shares rose over 1% in pre-market trading.
11. Federal Reserve Governor Waller stated that the rise in U.S. Treasury yields has acted as a policy tightening measure, helping to dampen demand in certain sectors of the economy. He also noted that large corporations still plan to invest trillions of dollars over the next three years.
12. A Bank of America survey shows that investors' allocation to technology stocks has reached its highest level since 2020, with global semiconductor stocks becoming the market's most crowded trade.