US Stock Futures Rise on Tech Rebound Before Nvidia, Inflation Tests

U.S. stock index futures rose Tuesday as technology shares rebounded, with Dow E-minis up 176 points (0.33%), S&P 500 E-minis up 30.25 points (0.39%), and Nasdaq 100 E-minis up 219 points (0.75%) ahead of Nvidia's earnings and a key inflation reading. Nvidia rose 1.3% in premarket, while Micron added 2.3%, and Western Digital and Sandisk gained 2.7% and 3%, respectively. Markets largely ignored a U.S. threat over Iran trade, and investors await the personal consumption expenditures report and Fed Chair Kevin Warsh's Jackson Hole speech.

August 25, 2026 , Inside AI — U.S. stock index futures rose Tuesday as technology shares rebounded from a sharp selloff, setting the stage for a pivotal week defined by Nvidia’s earnings and a critical inflation reading. Dow E-minis added 176 points , or 0.33% , while S&P 500 E-minis gained 30.25 points , or 0.39% . Nasdaq 100 E-minis climbed 219 points , or 0.75% , at 05:23 a.m. ET . The benchmark S&P 500 and tech-heavy Nasdaq closed lower Monday after semiconductor stocks tumbled. Investors are now weighing AI-driven growth against stretched valuations. Most megacaps traded higher in premarket action. Nvidia rose 1.3% , and Meta gained 1% . Memory chipmaker Micron added 2.3% , while data-storage firms Western Digital and Sandisk rose 2.7% and 3% , respectively. Markets largely ignored a U.S. threat that countries trading with Iran could be forced out of the dollar-based finance system. No specific countries or timelines were provided. “Bessent framed the economic plan as a means to bring Iran to the negotiating table and for the U.S. to gain an upper hand, than an escalation,” said Mohit Kumar, an economist at Jefferies. “Our base case remains that Iran would want to exert more pressure on the U.S. in the short term, but eventually agree to a deal before the mid-terms when Trump would be willing to make most concessions.” Nvidia’s quarterly report lands after markets close Wednesday. The AI chip giant is expected to show robust AI-driven demand. Any signs of slowing growth could reignite concerns over stretched valuations and how far the AI-fueled rally can run. Markets have grown wary of cyclical spending in the sector and the methods hyperscalers use to fund AI buildouts. Those methods are starting to show signs of straining their financials. Concerns over ballooning government debt and elevated oil prices pushed the 30-year Treasury yield to a 19-year high last week. That battered technology stocks and put the three indexes in the red for the week. The U.S. Treasury’s intervention, including increased buybacks and reports it will tap its general account to fund those buybacks, helped calm some jitters. The personal consumption expenditures report, due before the open, could provide greater clarity on price pressures. A tame consumer inflation reading this month materially tempered bets on an imminent interest-rate hike from the Federal Reserve in September. Still, money market participants are pricing in one 25-basis-point rate increase by the end of the year, according to LSEG data. Against this backdrop, Fed Chair Kevin Warsh’s Jackson Hole speech on Friday will be closely watched for how the central bank will approach monetary policy amid the Treasury intervention and the latest economic data.