Wall St futures slip as tech losses mount ahead of key inflation data

Kitco Media
By Reuters
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Reuters
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June 10 (Reuters) - U.S. stock index futures fell on ​Wednesday as technology stocks extended losses, while renewed tensions between the U.S. and Iran weighed on sentiment ahead ‌of a key inflation report that could alter the interest rate path.

Volatility has picked up across stock markets in recent days, as investors contend with a widening array of risks, including high valuations in the tech sector, escalating tensions in the Middle East and expectations that the Federal Reserve may ​need to hike interest rates to curb inflation.

Nvidia (NVDA.O), Broadcom (AVGO.O), and Micron Technology (MU.O), fell between 2.1% and 4% in premarket trading, ​with losses rising again after a brief rebound on Monday.

Technology and AI stocks retreated sharply on ⁠Friday as Broadcom's disappointing outlook fueled concerns about stretched valuations in chipmakers.

"The tech sector is coming under pressure from a combination ​of higher rate expectations, which lowers the current value of more distant profits, and anxiety over elevated valuations and uncertainties over the ​monetization of AI," said Mark Haefele, chief investment officer at UBS Global Wealth Management.

"Investors' positioning in parts of the sector may have also become extended after a strong rally."

The rotation out of highly subscribed technology shares has aided other areas of the markets that have lagged this year, including healthcare, ​real estate and consumer staples.

At 06:26 a.m. ET, Dow E-minis were down 379 points, or 0.74%, S&P 500 E-minis were down ​60.25 points, or 0.81%, and Nasdaq 100 E-minis were down 371.5 points, or 1.28%.

The U.S. military carried out strikes on Iranian targets after President ‌Donald Trump vowed ⁠to retaliate against the downing of a U.S. Apache attack helicopter - marking a fresh escalation that risks unraveling the fragile ceasefire between Washington and Tehran.

Oil prices were largely unchanged, with Brent crude trading above $91 a barrel.

Attention now turns to May consumer price data, due at 8:30 a.m. ET. The report will be closely watched for clues on how rising energy costs, due to the Iran conflict, ​are feeding into inflation, especially ​after last week's hotter-than-expected jobs ⁠report fueled concerns about potential Fed rate hikes.

"A hotter-than-expected reading would reinforce the narrative that inflation pressures remain embedded in the economy, particularly at a time when higher energy prices are adding to ​broader cost pressures," said Daniela Hathorn, senior market analyst at Capital.com.

The CPI likely increased 4.2% in ​the 12 months ⁠through May, according to a Reuters survey of economists. That would be the largest annual rise since April 2023 and would follow a 3.8% advance in April.

The much-hyped $1.75 trillion listing of SpaceX (SPCX.O), on Friday, targeting a record $75 billion raise, could also pressure U.S. stocks as concerns mount ⁠over excessive ​optimism in the tech sector.

Among other movers, Super Micro Computer (SMCI.O), tumbled 11.1% after ​announcing plans to raise $7 billion through a series of equity and equity-linked financing transactions to fund component purchases for its growing AI server demand.

Nike's (NKE.N), shares were down ​1.5% after RBC downgraded the stock's rating to "sector perform" from "outperform".

Reporting by Joel Jose and Twesha Dikshit in Bengaluru; Editing by Shinjini Ganguli

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