Nasdaq set to gain as chips in favor again, as oil rebounds

GeopoliticsCommodityPrice Action Impact 4
โดย Dow Jones·Read original
Summary · why it matters

US stock futures pointed to a mixed Wall Street session on Thursday, with Dow Jones futures down 0.1%, S&P 500 futures up 0.2%, and Nasdaq 100 futures climbing 0.8%. The moves follow a prior session where the Dow fell 577 points, the S&P declined 0.3%, and the Nasdaq gained 0.2%. Oil prices remained volatile amid escalating US-Iran tensions, with WTI crude briefly dropping below $72 a barrel before recovering to around $74 after the US struck another 90 Iranian targets, bringing the total to 170 over 48 hours, while Iran launched retaliatory attacks on US military sites in Bahrain, Qatar, and Kuwait. Kathleen Brooks of XTB noted a rotation out of broader tech stocks and back into chip stocks, with SanDisk and Nvidia pointing to further gains while hyperscalers like Microsoft and Alphabet declined in pre-market trading. Economic data on initial jobless claims and existing home sales are due later.

Impact on stocks 4

Artificial Intelligence± Mixed · 3 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Article notes rotation back into chip stocks, with Nvidia pointing to further gains.

Alphabet Inc Class C
GOOG
▼ NegativeDemandrelevance

Article mentions rotation out of hyperscalers like Alphabet, with pre-market decline.

Microsoft Corporation
MSFT
▼ NegativeDemandrelevance

Article mentions rotation out of hyperscalers like Microsoft, with pre-market decline.

Semiconductors▲ · 1 stocks
Sandisk Corp
SNDK
▲ PositiveDemandrelevance

Article notes rotation back into chip stocks, with SanDisk pointing to further gains.

© 2026 MarketDXNews