News
U.S. Economic Data and AI Semiconductor Earnings Updates
U.S. markets are monitoring fresh economic data and earnings from companies across the AI and semiconductor supply chain. Initial Jobless Claims are forecast to be 195K, down from 189K. Existing Home Sales are forecast to be 3.85M, down from 3.99M. Applied Materials, Cisco, Cerebras, and Nebius are expected to release earnings reports. The earnings schedule includes NBIS before market open, AMAT, CSCO, and Cerebras after market close. Key market themes include AI CapEx, semiconductors, AI infrastructure, and economic outlook.