Điểm nổi bật tiền thị trường Hoa Kỳ: Kết quả kinh doanh quý 2 của Google, OpenAI tăng chi tiêu đám mây lên 75 tỷ USD

The Huoxing Finance report, on July 22, here is a summary of key market news ahead of U.S. pre-market trading: 1. Alphabet, the parent company of Google, and Tesla will release their Q2 2026 earnings reports after today’s U.S. market close. The market is closely watching core metrics such as AI investment returns, cloud business growth, and profitability. 2. The market expects Google’s Q2 revenue to further increase to $116.8 billion, up 21.1% year-over-year. Bank of America believes Google Cloud and search businesses remain the most critical drivers of performance this quarter, with cloud business expected to sustain strong growth. An article by finance professor and CTA Damir Tokic has caused a “shockwave” in the U.S. investing community, suggesting Alphabet may become the first major tech company to lower its AI capital expenditure expectations, primarily due to weakening free cash flow, rising financing costs, and insufficient evidence of AI investment returns. 3. The market anticipates Tesla’s Q2 revenue to be approximately $25.31 billion and earnings per share at $0.50. Although Tesla previously reported Q2 deliveries of 480,100 vehicles, exceeding market expectations, investors are more focused on whether delivery growth can translate into revenue and profit growth, and whether automotive gross margins will continue to face pressure. 4. Super Micro Computer released preliminary results for its fourth fiscal quarter, with GAAP and non-GAAP gross margins expected to range between 15% and 17%, nearly double its prior guidance range of 8.2% to 8.4%. 5. NVIDIA CEO Jensen Huang publicly opposes U.S. restrictions on Chinese open-source AI. He stated that Chinese models such as Kimi perform excellently and U.S. companies “should certainly use them.” Restricting these models could instead undermine U.S. security. 6. Independent research firm TS Lombard reported that valuations of South Korean memory chip stocks have approached fair levels, but market expectations for future profitability of memory companies may still be overly optimistic. 7. Major U.S. stock index futures all declined: Nasdaq 100 futures dropped over 1%, S&P 500 futures fell 0.48%, and Dow Jones futures declined 0.28%. 8. SK Hynix has not sought to acquire Intel’s land and manufacturing facilities in Ohio, nor has it made any decision regarding such a move. 9. AMD signed a major chip and investment agreement with ANTHROPIC; AMD will invest $5 billion in ANTHROPIC. 10. OpenAI raised its projected cloud service spending from $600 billion to $750 billion and plans to spend over $30 billion on building new data centers.