Software and Tech Weakness Pressures Stocks Despite Positive Economic Data

EarningsMacro
โดย Barchart·US·Read original
Summary · why it matters

U.S. stock indices are mixed as weakness in software and technology stocks offsets positive economic data and strong earnings from some companies. The S&P 500 is up 0.17%, the Dow is down 0.03%, and the Nasdaq 100 is down 0.30%. Datadog plunged 15% after reporting Q2 adjusted gross margin below consensus, while AppLovin fell 19% on a revenue miss. Memory chipmakers declined after SanDisk forecast weaker-than-expected Q1 revenue. Gains were supported by better-than-expected weekly jobless claims, Q2 nonfarm productivity, and unit labor costs, along with strong results from Motorola Solutions, IonQ, Paycom Software, Ormat, and Parker-Hannifin. A Financial Times report that Fed Chair Warsh is willing to raise rates in September if inflation firms added pressure.

Impact on stocks 26

Cloud & Digital Infrastructure± Mixed · 6 stocks
Datadog Inc
DDOG
▼ NegativeCapitalrelevance

Q2 adjusted gross margin below consensus

Artificial Intelligence▼ · 4 stocks
Semiconductors▼ · 2 stocks
Sandisk Corp
SNDK
▼ NegativeDemandrelevance

SanDisk forecast weaker-than-expected Q1 revenue, indicating lower demand.

Defense & Geopolitical Fragmentation▲ · 2 stocks
Quantum Computing▲ · 1 stocks
Smart City / Autonomous Infrastructure▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
Aerospace & Aviation▲ · 1 stocks
Consumer Staples▲ · 1 stocks
Consumer Discretionary▲ · 1 stocks
Digital Finance & Tokenization▲ · 1 stocks
Spatial Computing / AR/VR▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
Real Estate▲ · 1 stocks
Others▲ · 2 stocks
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