Exchange-Traded Funds, Equity Futures Lower Pre-Bell Monday as China's DeepSeek Disrupts Tech Sector

MT Newswires Live01-27

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 2.1% and the actively traded Invesco QQQ Trust (QQQ) fell 4% in Monday's premarket activity, on rising investor concerns over the emergence of China's DeepSeek AI model, which challenges the dominance of major US technology firms.

US stock futures were also lower, with S&P 500 Index futures down 2.2%, Dow Jones Industrial Average futures slipping 0.7%, and Nasdaq futures falling 3.8% before the start of regular trading.

The Chicago Fed National Activity Index for December will be released at 8:30 am ET, followed by the new home sales bulletin for December at 10 am ET.

The Dallas Fed manufacturing survey for January posts at 10:30 am ET.

In premarket activity, bitcoin was down by 4.9% and the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 4.8% lower.

Power Play:

Technology

Technology Select Sector SPDR Fund (XLK) fell 4.6%, and the iShares US Technology ETF (IYW) was down 4.9%, while the iShares Expanded Tech Sector ETF (IGM) declined 4.5%. Among semiconductor ETFs, SPDR S&P Semiconductor ETF (XSD) was 4.8% lower, while the iShares Semiconductor ETF (SOXX) dropped 4.5%.

Aurora Mobile (JG) shares were up more than 221% in recent Monday premarket activity after the company said that its business-oriented AI agent platform GPTBots.ai has integrated the DeepSeek R1 large language model.

Winners and Losers:

Health Care

The Health Care Select Sector SPDR Fund (XLV) advanced 0.3%. The Vanguard Health Care Index Fund (VHT) was flat while the iShares US Healthcare ETF (IYH) was flat. The iShares Biotechnology ETF (IBB) was down 0.8%.

Akero Therapeutics (AKRO) stock was up 112% premarket after the company said that a phase 2b study of its lead product candidate efruxifermin showed a "statistically significant" reversal of compensated cirrhosis caused by metabolic dysfunction-associated steatohepatitis, or MASH.

Consumer

The Consumer Staples Select Sector SPDR Fund (XLP) was up 0.5%, while the Vanguard Consumer Staples Fund (VDC) gained 1.7%. The iShares US Consumer Staples ETF (IYK) was flat, and the Consumer Discretionary Select Sector SPDR Fund (XLY) lost 1.7%. The VanEck Retail ETF (RTH) was inactive, while the SPDR S&P Retail ETF (XRT) was down 0.4%.

Dada Nexus (DADA) shares were up more than 24% pre-bell after the company said that its board received a preliminary, non-binding proposal from JD.com to purchase all outstanding ordinary shares, including ADSs, for $2 per ADS in cash.

Financial

Financial Select Sector SPDR Fund (XLF) retreated 0.2%. Direxion Daily Financial Bull 3X Shares (FAS) was up 0.7%, while its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was 0.9% higher.

Brookfield Asset Management (BAM) shares were down 4% pre-bell Monday reversing the 2.8% gains from the prior close. Multiple media outlets reported that the company has finalized two real-estate investments in Japan worth a total of $1.6 billion.

Energy

The iShares US Energy ETF (IYE) retreated 0.3%, while the Energy Select Sector SPDR Fund (XLE) was down by 0.1%.

Diversified Energy (DEC) stock was up 3.5% before Monday's opening bell after the company said Monday it has agreed to purchase Maverick Natural Resources, an EIG portfolio company, for approximately $1.28 billion.

Industrial

Industrial Select Sector SPDR Fund (XLI) fell 1.2% and the Vanguard Industrials Index Fund (VIS) retreated 0.9%, while the iShares US Industrials ETF (IYJ) was inactive.

Ryanair Holdings (RYAAY) stock was up 1.8% before the opening bell after the company reported higher fiscal Q3 earnings and operating revenue.

Commodities

Front-month US West Texas Intermediate crude oil declined 0.6% to $74.21 per barrel on the New York Mercantile Exchange. Natural gas fell 6.2% to $3.78 per 1 million British Thermal Units. United States Oil Fund (USO) retreated 0.6%, while the United States Natural Gas Fund (UNG) was 4% lower.

Gold futures for February retreated 0.4% to $2,795.60 an ounce on the Comex, and silver futures slipped 0.7% to $30.96 an ounce. SPDR Gold Shares (GLD) were down 0.3%, while the iShares Silver Trust (SLV) was 0.4% lower.

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