US equity futures point to a firmer open following a higher close on Thursday, with Asian markets mostly higher and European equities trading narrowly firmer. US equities extended gains as risk sentiment continued to improve after President Trump further softened his stance on Greenland, reinforcing the recent de-escalation narrative and supporting cyclicals and small-caps. Market attention remains on US macro momentum and the Federal Reserve outlook, with investors digesting firm labor market signals, resilient consumption trends, and a flatter expected rate-cut path for 2026. Precious metals remained in focus as gold and silver pushed to new highs amid a weaker dollar and continued demand for hedges, while energy prices retreated as geopolitical risk premia eased.

Companies Mentioned: CK Hutchison Holdings, Amazon, Warner Bros Discovery, Netflix, Paramount Skydance

US equity futures point to a firmer open following a strong rebound in the prior session, with Asian markets ended mostly higher and European equities trading solidly firmer. Today focus is on improving risk sentiment after President Trump stepped back from the threat of EU tariffs tied to Greenland, easing fears of an immediate US-EU trade escalation and supporting a broad rebound in equities. Markets are also responding to renewed optimism around the AI theme after bullish comments from Nvidia’s CEO on the scale of future infrastructure investment and reports of OpenAI pursuing a large new funding round. Attention remains on the macro and policy backdrop, with investors monitoring upcoming US payrolls data, the timing of a Supreme Court ruling on IEEPA tariffs, and growing debate around the Fed’s rate path as markets price fewer cuts for the year.

Companies Mentioned: Alibaba Group, Warner Bros. Discovery, Yelp

S&P futures are up +0.4% and pointing to a higher open today following Tuesday's plunges. Asian equities closed mostly lower on Wednesday, though losses were more contained. Japan was weighed down by financials amid concerns over unrealized JGB losses. Greater China markets performed better, and South Korea’s Kospi also ended higher, driven by tech and semiconductor strength. European markets are trading lower as markets remain cautious due to lingering trade tensions.

Companies Mentioned: Energy Fuels, GameStop, Community Health Systems

S&P 500 future is down (1.7%) and Nasdaq 100 future is down (2%) as of now, both pointing to a sharply lower open today, as geopolitical tensions and tariff concerns continue to mount. Asian equities ended mostly lower on Tuesday with Japan leading the declines. European markets also opened broadly lower with major benchmarks down over 1%.

Companies Mentioned: Viiv Healthcare, Ardelyx, Rapt Therapeutics, Google

US equity futures point to a modestly firmer open. Asian markets were mixed, while European equities were trading lower. Today’s focus is on improving sentiment around AI and select cyclicals, with strong results and capex guidance from TSMC underpinning semiconductors and AI-linked names, while investment bank earnings provided support for financials. At the same time, oil retreated as geopolitical risk premiums faded after President Trump signaled he would hold off on Iran strikes, easing pressure across energy markets. Meanwhile, firmer US economic data and upbeat regional manufacturing surveys reinforced the narrative of economic resilience, prompting a backup in short-end yields and keeping expectations for rate cuts in 2026 more restrained, even as Fed officials continued to strike a cautious but broadly balanced tone on inflation and growth.

Companies Mentioned: Ford Motor, JPMorgan Chase, Ferrari

US equity futures point to a steadier open. Asian markets traded mixed overnight, while European equity opened mixed. Today’s focus is on a rotation away from mega-cap technology toward small caps, cyclicals, and defensives, with breadth improving as equal-weight indices outperformed despite headline index weakness. Bank earnings for a second day failed to impress, reinforcing pressure on money-center banks, while ongoing volatility was driven by mixed macro signals, geopolitical uncertainty around Iran and Venezuela, and continued scrutiny of housing affordability and defense spending from the White House. Policy remains a key theme as Fed officials delivered mixed messages on the timing of further easing, data showed resilient consumer demand alongside softer labor-market indicators, and markets continued to wait on a US Supreme Court decision related to tariff authority, alongside renewed attention on recently announced tariffs on advanced semiconductor imports not tied to domestic AI use.

Companies Mentioned: Nvidia, Calavo Growers, Coca-Cola