Fortinet Inc（FTNT）资讯与事件FTNTFortinet Inc

Microsoft's Strong Earnings Boosts Stock Futures Rebound

Stock futures are rebounding Thursday after Wednesday's volatile session, as a strong earnings report from Microsoft helped restore confidence in the artificial intelligence trade and offset lingering uncertainty following the Federal Reserve's latest policy decision.The Federal Reserve left interest rates unchanged on Wednesday, as widely expected, but markets were unsettled by signs of growing disagreement among policymakers and Fed Chair Kevin Warsh's reluctance to provide clear forward guidance on the path of monetary policy. Treasury yields climbed following the decision, with the 30-year Treasury yield reaching its highest level in nearly two decades, reflecting persistent concerns about inflation and the outlook for rates.Corporate earnings remain the primary catalyst for markets. Microsoft shares are surging in premarket trading after the software giant reported stronger-than-expected quarterly results, projected robust current-quarter sales and cloud growth, and reassured investors with a lower-than-feared capital expenditure outlook. The results helped ease recent concerns that soaring AI-related spending was outpacing returns. Not all technology earnings were well received, however, as Meta Platforms is trading sharply lower after reporting a steep decline in free cash flow tied to heavy AI investment.In pre-market trading, S&P 500 futures rose 0.58%, Nasdaq futures rose 1.60% and Dow futures rose 0.35%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -MarketAxessup 30% after Intercontinental Exchangeannounced a definitive agreement to acquire the company for $167 per share in cashUP AFTER EARNINGS -Baxterup 14%Quanta Servicesup 13%Lam Researchup 13%Fortinetup 12%Microsoftup 9%Chipotleup 7%ING Groepup 5%Lloyds Bankingup 4%Starbucksup 4%Oil Statesup 3%Shellup 2%Wescoup 1%Bristol Myersup 1%DOWN AFTER EARNINGS -Teladocdown 19%Meta Platformsdown 9%Sirius XMdown 8%Check Pointdown 8%Carvanadown 8%AMC Networksdown 6%Norwegian Cruise Linedown 6%Sanofidown 5%Altria Groupdown 3%Qualcommdown 3%AB InBevdown 2%

Major US Indices Close Lower, Semiconductor Stocks Plummet

All major US indices finished the day at the lows and even a less hawkish than feared FOMC decision failed to backstop the AI capex trade gone awry.  Tech and Industrials were the worst performing sectors in the S&P500 as Semiconductors, Semi Equipment, and Hardware names continued to unravel with massive drawdowns.  Micronfell another 10% while KLA Corp- which reported results overnight - was down 11%.  Among notable Industrials, Lennox Internationalfell over 20% despite a Q2 earnings beat as its management cut earnings guidance for the year.   The sparse positive column once again featured Consumer Staples, with Walmartnow having risen for 4 consecutive sessions.In the opening hour of the evening session, equity futures are modestly higher - S&P e-minis are up 0.4%, Nasdaq 100 is up 0.6%, and Dow Industrials are up 0.3%.  Investors are still digesting today's FOMC decision to keep rates intact with mostly unchanged accompanying statement while also watching diverging price action from Microsoftand Metaafter their earnings reports and updates on spending plans.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGSSilicon Motion Technologyup 10.6%Fortinetup 10.5%FormFactorup 10.4%Glaukosup 8.7%Microsoftup 8.6%Lam Researchup 6.1%Chipotle Mexican Grillup 5.9%GFL Environmentalup 5.7%Pitney Bowesup 5.2%Starbucksup 4.9%Everforthup 4.7%ALSO HIGHERFive9up 7.1% after admission into S&P SmallCap 600 indexDOWN AFTER EARNINGSFair Isaacdown 9.3%Carvanadown 7.7%Houlihan Lokeydown 6.9%Meta Platformsdown 6.5%Arm Holdingsdown 6.1%Align Technologydown 6.1%QUALCOMMdown 3.6%Robinhood Marketsdown 1.0%