Futures Modestly Higher, S&P 500 Futures Up 0.42%
Futures are modestly higher this morning in possible continued reaction to yesterday's upbeat employment figures showing about 130,000 jobs added and a lower unemployment rate. Stock markets are trading with a generally constructive tone as investors brace for other key economic data later this week, though yesterday's strong labor data pushed Treasury yields upward as markets scaled back immediate rate-cut bets.In pre-market trading, S&P 500 futures rose 0.42%, Nasdaq futures rose 0.52% and Dow futures rose 0.36%.Check out this morning's top movers from around Wall Street, compiled by The Fly.UP AFTER EARNINGS -Fastlyup 42%Crocsup 13%Howmet Aerospaceup 4%Zoetisup 3%AB InBevup 3%US Foodsup 1%DOWN AFTER EARNINGS -Baxterdown 12%Ciscodown 6%TripAdvisordown 3%Restaurant Brandsdown 2%Hyattdown 1%
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- Software Stocks Rebound: Following Monday's market panic, Workday rebounded over 2% after a 9% premarket decline, indicating that the software selloff may have been overdone, leading to a more optimistic outlook among investors.
- Salesforce Recovery: Salesforce shares rose 3% on Wednesday after a 4% increase on Tuesday, breaking a prior three-day losing streak, with the market eagerly awaiting its upcoming earnings report for further insights into the software sector.
- Amazon AWS Expansion Plan: Bank of America analysts reiterated their buy rating on Amazon, forecasting that AWS capacity will increase from 15 gigawatts to over 31 gigawatts by 2027, with projected revenues of $164 billion this year and $209 billion in 2027, both exceeding market expectations.
- Boeing Faces Challenges: While banks and credit card stocks rebounded after Trump did not mention a credit card interest rate cap, aerospace and defense stocks like Boeing fell due to missing out on a potential order for 120 jets from China, leaving the market with lingering expectations for future orders.
Manufacturing and Aerospace Stocks: Manufacturing and aerospace & defense stocks are emerging as potential safe investments amid industry disruptions caused by artificial intelligence.
Impact of AI on Industries: Artificial intelligence is significantly affecting various sectors, including software, financial technology, and professional services.
Manufacturing and Aerospace Stocks: Manufacturing and aerospace & defense stocks are emerging as potential safe investments amid industry disruptions caused by artificial intelligence.
Impact of AI: Artificial intelligence is significantly affecting various sectors, including software, financial technology, and professional services.
- Delivery Expectations Adjusted: Airbus anticipates delivering 870 commercial aircraft in 2026, slightly below analysts' expectations of 880, reflecting challenges due to supplier quality issues that could impact future revenue growth.
- Increased Competitive Pressure: Amid Boeing's gradual recovery, sentiment around Airbus has notably shifted, with analysts noting that while Airbus delivered 793 aircraft in 2025, the decline in delivery numbers may affect its market share.
- Financial Performance Exceeds Expectations: Airbus reported an adjusted EBIT of €2.98 billion in the fourth quarter, surpassing market expectations of €2.87 billion, indicating the company's resilience in maintaining profitability despite challenges.
- Cautious Future Outlook: Airbus expects an adjusted EBIT of around €7.5 billion in 2026; however, the downward adjustment of delivery targets may heighten investor concerns regarding its long-term growth prospects.
- Bond Offering Size: Howmet Aerospace has announced a bond offering totaling $400 million, which includes 3.750% notes due in 2028, 3.900% notes due in 2029, and 4.750% notes due in 2036, reflecting the company's strong financing capability and confidence in the capital markets.
- Clear Use of Proceeds: The net proceeds from this bond offering will be combined with $600 million in commercial paper borrowings and cash to finance the approximately $1.8 billion acquisition plan, indicating the company's proactive strategic positioning for business expansion.
- Strong Underwriter Lineup: Citigroup Global Markets, Goldman Sachs, J.P. Morgan Securities, and SMBC Nikko Securities are acting as joint book-running managers for this offering, showcasing market trust and support for Howmet Aerospace.
- Compliance Statement: This offering is conducted under an effective registration statement with the SEC, ensuring compliance and transparency, which further enhances investor confidence and promotes a positive image for the company in the capital markets.









