Stock futures rise slightly as investors eye AI trade, brace for more data and earnings: Live updates

Live updates

1. 26m ago

   U.S. stock futures edge higher as markets digest AI selloff, await inflation data

   U.S. equity futures rose modestly Thursday morning following a sharp selloff in AI-related shares last week. Investors are positioning ahead of key inflation readings and a slate of technology earnings that will test the durability of the AI trade. Futures tied to the Dow Jones Industrial Average led gains, while Nasdaq contracts showed tentative recovery after heavy pressure on chipmakers including Nvidia, AMD, and Micron. Markets are also monitoring regulatory scrutiny of AI infrastructure and geopolitical developments after President Trump signaled reduced likelihood of further U.S. strikes on Iran, which pressured oil prices.

   Why it matters

   The rebound comes after a volatile period that erased roughly $4.7 trillion in market value, with AI stocks bearing the brunt of profit-taking and spending concerns. Strategists are split on whether the pullback represents a buying opportunity or the start of a deeper correction. Upcoming CPI and PPI reports will shape Federal Reserve policy expectations, while earnings from major tech firms will reveal whether capital expenditure plans remain intact.

   What is confirmed

   • U.S. stock futures rose slightly Thursday morning as investors eye AI trade and brace for inflation data and earnings.
   • Dow futures led gains while Nasdaq futures showed tentative recovery after last week's sharp AI selloff.
   • Oil prices declined after President Trump signaled further U.S. strikes on Iran were unlikely.
   • Wall Street strategists are divided on whether the recent rout presents a buying opportunity.

   Still unconfirmed

   • Nvidia faces an internal probe into a relationship linked to a Chinese spy, fueling risk-off sentiment.
   • AI infrastructure stocks including SK Hynix, Samsung, SoftBank, and TSMC are getting crushed with unclear support levels.

   What to watch next

   • CPI and PPI inflation reports due this week
   • Earnings from major AI and semiconductor companies
   • Federal Reserve policy signals following inflation data
   Sources used for this update (17)

   1. 247wallst.com — 24/7 Wall St. - Insightful Analysis and Commentary for U.S. and Global ...
   2. www.cnbc.com — Oil today: Iran, US, crude, wti, brent, trump
   3. The New York Times — Opinion | Tech Stocks Had a Terrible Day. What’s Coming Could Be Worse.
   4. Bloomberg.com — Wall Street Strategists Call Stock Rout a Fresh Reason to Buy
   5. Yahoo Finance — AI stocks like Nvidia, Micron, and Sandisk have been blown up, but keep this in mind
   6. Barron's — Investors Brace for Volatility When Stock Futures Begin Trading Tonight
   7. CNBC — Stock futures rise slightly as investors eye AI trade, brace for more data and earnings: Live updates
   8. Investing.com — Wall St futures mixed amid AI spending concerns; inflation data awaited
   9. Barchart.com — Stocks Supported by Chipmaker Strength and a Blowout US Payroll Report
   10. Moomoo — Nasdaq Futures Rebound Ahead of Nonfarm Payrolls
   11. Smartkarma — AI-Trade Stocks Are Getting CRUSHED. Where Is Support? [Tactical SK Hynix, Samsung, SoftBank, TSMC]
   12. marketscreener.com — Exchange-Traded Funds, Equity Futures Mixed Pre-Bell Thursday Amid Pressure on AI Shares
   confidence 82%