US stocks | Opening Bell Live | September 3
All three major indexes open higher across the board
S&P 500: 7,702.25 (+0.47%)
Dow: 53,413.57 (+0.66%)
Nasdaq: 26,359.12 (+0.54%)
VIX (volatility index) slips to 15.02 (-1.18%), risk appetite rebounds
Pre-market key catalysts
1) Snowflake earnings blowout: Q2 adjusted EPS $0.62, well above the market’s $0.45 estimate; product revenue up 37% year over year (accelerating by 7 percentage points vs. the prior quarter). Shares surged 24.83% before the open—AI data cloud demand validated.
2) Broadcom (AVGO) tumbles 5.18% against the trend: AI revenue guidance misses expectations; the semiconductor space (SOXX ETF) falls 1.86%.
3) AMD drops 2.14% as semiconductor names diverge; Nvidia (NVDA) remains green at +0.82%.
Notable movers
- MSTR +4.62% / COIN +4.51%: Two BTC-linked leaders lead the pack
- TSLA +3.56% / META +3.60%: Tech mega-caps rotate and rebound
- NVDA +0.82% / MSFT +2.29% / GOOGL +1.80%: AI leaders collectively repair
- AAPL +0.37%: Apple calmly follows higher
Crypto market outlook
BTC last at 78,546 (24h +2.4%), ETH at 2,424 (+1.67%), BNB at 712 (+4.04%)
After US stock market opens, the IBIT ETF rises 1.62%; MSTR/COIN surge aggressively, indicating:
- Funds clearly rotate out of semiconductors into digital assets
- If the Nasdaq can hold onto gains tonight, BTC may challenge the 79,000 key resistance area
- ETH/BTC weakens, suggesting stronger preference for BTC’s mainstream narrative
Tonight’s trading strategy: Defensive with a tilt toward offense
Offense:
- If BTC holds above 78,000, look for a long; stop-loss 77,500; targets 79,500–80,000
- Keep an eye on SNOW’s earnings-driven move—AI data cloud as a follower
Defense signals:
- With AVGO dragging, if semiconductors break down, cut exposure
- If the Nasdaq turns green/green slips, watch for a BTC pullback to 77,000
Key takeaway: Tonight isn’t the night for a big offensive push, but it’s certainly not a purely defensive night either. The AI software side (SNOW) steals the show; the hardware side (AVGO/AMD) is under pressure—funds are doing an internal rotation of high/low. BTC breaks out on the momentum; the key is whether 79,000 can hold.
#美股 #开盘直击 #Snowflake #BTC #Nasdaq