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US Stock Futures Rise, Federal Reserve Meeting in Focus, Tech Sector Rebounds

enero 28, 2025 OnEquity

U.S. stock index futures edged higher on Tuesday, with the technology sector recovering after the previous session’s sharp decline, triggered by concerns over Chinese artificial intelligence startup DeepSeek. Meanwhile, investors turned their attention to the Federal Reserve’s latest monetary policy meeting.

Dow Jones futures rose 30 points, or 0.1%, S&P 500 futures gained 25 points, or 0.4%, and Nasdaq 100 futures rose nearly 154 points, or 0.7%.

Wall Street’s tech-heavy indices tumbled on Monday after DeepSeek reported AI advancements that could intensify competition for U.S.-based semiconductor manufacturers. The NASDAQ Composite dropped 3.1%, marking its worst single-day performance in over a month, while the S&P 500 fell 1.5%. In contrast, the Dow Jones Industrial Average managed a 0.7% gain.

AI-Related Stocks Rebound

The technology sector rebounded on Tuesday, led by AI chip giant Nvidia (NVDA), which rose 5% in pre-market trading. This followed a staggering $593 billion loss in its market value on Monday, marking the largest single-session drop for any publicly traded company.

Other AI-related stocks also showed signs of recovery, with Oracle (ORCL) and Broadcom (AVGO) climbing sharply.

Beyond the tech sector, corporate earnings are expected to take center stage this week. Major companies reporting quarterly results include:

  • Boeing (BA)
  • General Motors (GM)
  • Lockheed Martin (LMT)

Additionally, members of the «Magnificent Seven»—Microsoft (MSFT), Meta Platforms (META) (Facebook’s parent company), Apple (AAPL), and Tesla (TSLA)—are set to release their earnings reports later in the week.

Investors Anticipate Federal Reserve Meeting

This week’s primary market focus is the Federal Reserve’s two-day monetary policy meeting, which begins later on Tuesday.

The Fed is widely expected to leave interest rates unchanged when it concludes its meeting on Wednesday, following a series of rate cuts at the end of last year that brought the benchmark rate to 4.25%–4.50%.

Also on the economic calendar this week:

  • The Fed’s preferred inflation gauge, the PCE price index
  • Advance GDP estimates for Q4

These reports could provide further insight into the Fed’s policy trajectory and the broader economic outlook.

Crude Oil Prices Edge Higher

Oil prices ticked up slightly on Tuesday but remained near two-week lows, amid concerns over increased U.S. supply under President Donald Trump and lingering uncertainties regarding global demand, particularly from China.

Oil prices have declined by around 5% over the past week, weighed down by:

  • Trump’s declaration of a national energy emergency, aimed at ramping up U.S. crude oil production
  • Calls for OPEC (Organization of the Petroleum Exporting Countries) to boost output
  • Rising concerns over global trade policies

Adding to market jitters, China— the world’s largest crude oil importer—reported an unexpected contraction in January’s manufacturing activity, stoking fears of slower global demand for oil.

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