Editor
As investors look to **AI investments** and broader market trends, U.S. stock futures are pointing higher following last week’s declines. This rebound is driven by anticipation of key earnings reports and economic data, including Nvidia’s upcoming results. Here are five critical points to consider:
1. US Stock Futures Rebound
U.S. stock futures are rising as investors seek a recovery from Friday’s selloff. Dow Jones Industrial Average futures are up 0.7%, while S&P 500 and Nasdaq futures are roughly 0.5% higher. Investors are closely watching Nvidia’s earnings and January inflation data, both of which could significantly impact the market. Bitcoin is trading slightly under $96,000, and yields on the 10-year Treasury note are marginally higher.
2. Apple’s $500 Billion Investment in AI and Manufacturing
Apple (AAPL) has announced plans to invest $500 billion in the U.S. over the next four years, focusing on AI and advanced manufacturing. This includes a new Texas factory supporting Apple’s AI platform and a commitment to produce advanced silicon in Arizona. Despite this significant investment, Apple shares are down less than 1% in premarket trading.
3. Domino’s Pizza Stock Falls on Disappointing Sales
Domino’s Pizza (DPZ) shares are falling nearly 4% after reporting mixed Q4 results. Despite beating earnings expectations, same-store sales in the U.S. rose only 0.4%, below analyst forecasts. International sales performed better, rising 2.7%.
4. Microsoft’s Shift in AI Data Center Strategy
TD Cowen reports that Microsoft (MSFT) is canceling AI data center leases, raising questions about its long-term AI computing needs. Microsoft plans to redirect some international spending back to the U.S. and has committed to spending $80 billion on AI infrastructure this year.
5. Alibaba’s $52 Billion AI and Cloud Investment
Alibaba Group (BABA) plans to invest over $52 billion in AI and cloud infrastructure over the next three years, emphasizing its focus on AI-driven growth. Despite this announcement, Alibaba shares are down 3% in premarket trading.
