US Stock Market Outlook: Key Vote on Bipartisan Agreement, AI Stocks Surge Pre-Market

US Stock Futures Rise Ahead of Market Open

As of Tuesday morning, US stock futures are showing positive movement. The Dow futures are up by 0.02%, the Nasdaq futures have increased by 0.54%, and the S&P 500 futures are up by 0.26%.

Tech Stocks Performance

Most major tech stocks are also rising in pre-market trading:

• Intel (INTC) is up over 3%
• AMD has gained more than 2%
• Micron Technology (MU), Google (GOOG), and Tesla (TSLA) are all up over 1%

Chinese Stocks Mixed

Among popular Chinese stocks, the performance is mixed:

• Pony.ai (PONY) is up over 3%
• Alibaba (BABA), Baidu (BIDU), and Bilibili (BILI) have dropped over 2%

Space Concept Stocks Rally

Space-related stocks are rebounding in pre-market trading:

• Destiny Tech100 (DXYZ) is up over 9%
• Sidus Space (SIDU) has risen nearly 7%
• Rocket Lab (RKLB) and Redwire (RDW) are both up over 4%

Gold and Silver Prices Surge

Spot gold and silver have seen a strong recovery:

• Hycroft Mining (HYMC) is up over 10%
• Pan American Silver (PAAS) has increased by over 8%
• Coeur Mining (CDE) is up over 7%

Collaboration Between SoftBank and Intel

SoftBank's subsidiary Saimemory has partnered with Intel to develop a new storage chip technology called "ZAM," aimed at enhancing AI data center capabilities. This news has led to a rise of over 5% in both SoftBank and Intel's stock prices.

Palantir Reports Strong Earnings

Palantir (PLTR) has reported record quarterly earnings, with revenue and profit exceeding expectations, leading to a pre-market increase of over 11%. The company announced a revenue of $1.41 billion for Q4 2025, a 70% year-on-year increase.

Teradyne's Strong Q4 Performance

Teradyne (TER) has reported a strong Q4, with revenue up 43.9% year-on-year, leading to a pre-market rise of over 21%. The company expects Q1 2026 revenue to exceed analyst predictions.

Tesla's Capital Expenditure Plans

Deutsche Bank predicts that Tesla (TSLA) plans to double its capital expenditures, potentially exceeding $20 billion, primarily for AI training systems and data centers, which has led to a pre-market increase of over 1%.

Mixed Results for Other Companies

• Merck (MRK) has seen a pre-market drop of over 2% due to lower-than-expected sales guidance for 2026.
• NXP Semiconductors (NXPI) is down over 4% despite better-than-expected Q1 revenue guidance.

Political Developments

President Trump has urged Congress to quickly pass a spending measure to end the government shutdown, while also hinting at potential military action against Iran if negotiations fail.

Market Outlook

Analysts are observing a potential shift in investment towards storage-related stocks as liquidity tightening expectations rise.