US equity-index futures edged higher along with Asian stocks as the recent selling pressure tied to artificial intelligence appeared to stabilize. Precious metals rebounded. Contracts for the S&P 500 Index rose 0.2% after the underlying gauge fluctuated in Tuesday’s session, eventually closing 0.1% higher. Nasdaq 100 futures rose 0.3%. European equities were also set for a stronger open. Asian shares rose for the first time in four days, with markets in China, Hong Kong and several regional exchanges still closed for the Lunar New Year holiday. The euro held its modest loss after the Financial Times reported that Christine Lagarde is expected to leave the European Central Bank before her eight-year term as president expires in October 2027. The dollar edged up against all its Group-of-10 peers, with the New Zealand currency sliding the most as traders pared bets for further rate hikes after the central bank stood pat. After months of gains fueled by optimism over AI, equity markets have turned volatile amid a clash between disruption fears and doubts that heavy spending will yield meaningful returns soon. The theme is important for Asia — home to much of the world’s chip development and hardware manufacturing — as the region has outperformed the US and European benchmarks this year. Investors are also turning their attention to the Federal Reserve’s next signals on interest rates, with the minutes of its Jan. 27–28 meeting — when officials held rates steady — due later Wednesday. The release follows strong jobs data and benign inflation readings, which have shaped expectations for the policy path ahead. Fed Governor Michael Barr said on Tuesday rates should remain steady “for some time” until officials see more evidence that inflation is heading toward the central bank’s 2% goal. Chicago Fed President Austan Goolsbee said there was potential for more cuts this year if inflation continued on its path toward that target. The yield on 10-year Treasuries rose one basis point to 4.07%. In other corners of the market, precious metals rebounded following losses this week. Gold rose 1% to trade around $4,930 an ounce, while silver jumped 3%. Elsewhere, oil broadly held its losses from the prior session after positive talks between the US and Iran over the OPEC member’s nuclear program, paring the commodity’s risk premium. In trade-related news, Japan plans to invest $36 billion in US oil, gas and critical mineral projects, the first tranche of its $550 billion commitment under the agreement it struck with US President Donald Trump. The yen was a touch weaker. Still, technology and the impact of AI remained dominant themes in global markets. The turmoil in stocks unleashed by the artificial-intelligence industry reflects two fears that are increasingly at odds. One is that AI is poised to disrupt entire segments of the economy so dramatically that investors are dumping the stocks of any company seen at the slightest risk of being displaced by the technology. The other is a deep skepticism that the hundreds of billions of dollars that tech giants like Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Alphabet Inc. are pouring into AI every year will deliver big payoffs anytime soon. US After Hours TCMD +19.9% USNA +12.5%, RSI +9.5%, PBI +9.4%, ATRC +8.2% higher on earnings; SMWB -17.2%, ACLS -14.4%, LZB -10.1%, PANW -7.7%, MKSI -6.1% lower on earnings.
Nikkei +1.28% Hang Seng / CSI / Shanghai / Shenzen /
Eur$ CNH CNY JPY GBP CHF RUB TRY WTI$ Gold BTC ETH
S&P +0.25% Nasdaq +0.30% EuroStoxx +0.20% FTSE +0.24% Dax +0.24% SMI +0.15%
Macro :
- Bitcoin Declines as Geopolitical Tension Adds to Risk-Off Mood
- Carmakers to Win Reprieve in UK Motor Finance Redress Plan: FT
- Brevan Howard’s Crypto Fund Slumped 30% in 2025: FT
- British scientist raising $1bn for new AI lab in Europe’s biggest seed round
- US Renews Threat to Withdraw From IEA Over Climate Advocacy
Keep an eye on :
Keep an eye on :
- AIR FP : FTC Accepts Consent Order in Boeing, Spirit Acquisition
- AAD GY : Amadeus Fire Prelim FY Operating Ebita EU14M
- AMZN US : Anthropic Could Share Up to $6.4 Billion With Amazon, Google and Microsoft in 2027 - The Information
- AMRZ SW : Amrize Guidance, Cash Returns Impress Analysts: Street Wrap
- AAPL US : Dan Ives Says Apple's AI Alone Could Be Worth $1.5 Trillion — And Almost No One Is Pricing It In
- AAPL US : Apple Ramps Up Work on AI Glasses, Pendant and Camera AirPods
- ASRNL NA : ASR Nederland FY Life Segment Operating Profit Beats Estimates
- AUTO NO : Amazon pulls the plug on 'Blue Jay' warehouse robot after only a few months
- BA/ LN : BAE FY Underlying Ebit Beats Estimates
- BAYN GY : Bayer Announces Roundup Agreement on Current, Future Claims
- BAYN GY : Bayer Announces Roundup Agreement on Current, Future Claims
- CA FP : Carrefour FY Recurring Operating Income Misses Estimates; Carrefour Targets Recurring Operating Margin of 3.5% in 2030
- CIBUS SS : Cibus Nordic Real Estate FY Dividend per Share Misses Estimates
- DTE US : US Court Orders DTE Energy, Units to Pay $100M Civil Penalty
- DUE GY : Duerr Prelim FY Adjusted Ebit Margin Beats Estimates
- EFGN SW : EFG International FY Net Income Misses Estimates
- EMEIS FP : Emeis FY Revenue Meets Estimates
- ENI IM : Eni Weighs Return to Oil & Gas Trading: FT
- EL FP : EssilorLuxottica ADRs Slump After Apple Wearable Devices Report
- EXA FP : Exail Technologies 4Q Revenue EU153M
- FLS DC : Carrefour Targets Recurring Operating Margin of 3.5% in 2030
- GLEN LN : Glencore FY Revenue Beats Estimates
- GOOGL US : Anthropic Could Share Up to $6.4 Billion With Amazon, Google and Microsoft in 2027 - The Information
- HAVAS NA : Havas NV Sees 2026 Organic Net Revenue +2% to +3%
- HEI GY : Heidelberg Said to Pursue Sabanci’s Stake in Akcansa Cement JV
- ICAD FP : Icade FY Group Net Current Cash Flow per Share Beats Estimates
- IMCD NA : IMCD FY Revenue Misses Estimates
- ISHA GY : Intershop Communications FY Revenue Under Estimates
- KAMBI SS : Kambi Sees 2026 Adjusted Ebita EU20M to EU25M
- MERY FP : Mercialys FY Ebitda Misses Estimates
- META US : Meta Agrees to Deploy ‘Millions’ of Nvidia Chips: TMT Wrap
- BMPS IM : Monte Paschi’s Board Approves Mediobanca Merger and Delisting
- NESN SW : Nestlé CEO Under Pressure as Infant Formula Crisis Adds to Woes
- NOVN SW : Oral Remibrutinib Achieves Positive Results in Chronic Inducible Urticaria Trial
- NVDA US : Nvidia Gains on Meta Agreement, AMD Falls: Street Wrap
- NYF SS : Nyfosa CFO Lindroth to Leave Company
- ORRON SS : Orron Energy 4Q Net Loss EU2.3M Vs. Loss EU6.6M Y/y
- PUIG SM : Puig FY Skin Care Revenue Meets Estimates
- REC IM : Recordati Guidance Should Underpin Estimates: Street Wrap
- RIO LN : Rio Tinto’s Copper Portfolio Post-Glencore in Focus: Preview
- RIOT US : Starboard Is Said to Urge Riot to Speed Up Shift to Data Centers
- SAF FP : Safran in Early Talks to Buy Poland’s AI Firm Satim: Les Echos
- SFQ GY : SAF-Holland Preliminary 2025 Sales Fall 8% to €1.73b
- SNDK US : Sandisk Offering by Holder Western Digital Prices at $545/Share
- SHOT SS : Scandic 4Q Net Sales Meet Estimates
- MSTR US : Saylor’s Strategy Buys More Bitcoin Using Preferred Stock
- STMN SW : Straumann FY Revenue Meets Estimates
- TSLA US : Tesla’s Austin Robotaxis Report 14 Crashes in First Eight Months
- TMQ CN : Billionaire Paulson Sells Stake in Alaska-Focused Trilogy Metals
- VRLA FP : Verallia Reviews Footprint, Considers Closing Site
- VOW GY : Blackstone, EQT & CVC Make Offers for VW’s Everllence Unit: FT
- WIE AV : Wienerberger FY Dividend per Share Beats Estimates
- ZEAL DC : Zealand Pharma Reports Positive Phase 1a Results With ZP9830