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Dow Jones Futures: U.S.-Iran Talks Begin; Nvidia, SpaceX In Focus With Micron Earnings Ahead

Stock futures show conflicting movement as markets react to an interim US-Iran peace deal and possible Federal Reserve rate hikes in 2026. While some indices rally on optimism over the Strait of Hormuz reopening, other sectors face pressure from a cooling AI trade. Investors are also awaiting Micron earnings and PCE inflation data.

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What changed

Markets are now weighing a signed 14-point Memorandum of Understanding between the US and Iran against hawkish Fed signals.

Live updates

  1. US Stock Futures Mixed Amid Iran Peace Talks and Fed Rate Hike Hints

    Stock futures show conflicting movement as markets react to an interim US-Iran peace deal and possible Federal Reserve rate hikes in 2026. While some indices rally on optimism over the Strait of Hormuz reopening, other sectors face pressure from a cooling AI trade. Investors are also awaiting Micron earnings and PCE inflation data.

    What's confirmed:

    • The U.S. and Iran signed a 14-point Memorandum of Understanding on Wednesday to extend their ceasefire and create a peace agreement framework.
    • The Federal Reserve suggested a possible rate hike in 2026.
    • Negotiators agreed to create mechanisms to ensure peace in Lebanon and safe transit in the Strait of Hormuz.
    • Micron earnings are expected.

    Still unconfirmed:

    • Gasoline prices have fallen below $4.
    • Intel is leading a chip stock rally.
    • SpaceX shares fell nearly 5%.
    • Micron rose over 4%.
    confidence 80%