NextFin News - U.S. equity futures are sharply higher ahead of the open, led by technology and AI-infrastructure names, while European equities trade in positive territory. Oil is pulling back from elevated levels, gold is rebounding, and the dollar is easing modestly after its post-Fed rally.
Pre-Market Performance
- Nasdaq 100 futures: 29,616.3, up 359.5 points, or +1.23%.
- S&P 500 futures: 7,694.0, up 71.0 points, or +0.93%.
- Dow Jones futures: 52,372, up 457 points, or +0.88%.
European markets are broadly firmer. The FTSE 100 is at 10,751.19, up 62.72 points (+0.59%), after trading between 10,688.91 and 10,788.42. France's CAC 40 stands at 8,171.72, up 31.13 points (+0.38%), while Germany's DAX leads at 25,702.34, up 164.59 points (+0.64%).
Commodities & Currencies
- Oil: Brent crude is down 2.2% at about $103.48 a barrel, while WTI crude is down 1.7% at about $100.65, as supply-disruption fears ease but energy prices remain elevated.
- Gold: Spot gold is up about 1.1% near $4,308.57 an ounce, while U.S. gold futures are lower near $4,348.10.
- Currencies: The U.S. Dollar Index is holding above 100, recently near 100.23, while EUR/USD is around 1.1478 and USD/JPY is near 155.64.
Market update | Gold and oil update
Hot News
- Futures rebound after Fed-driven volatility: U.S. futures are pointing to a higher open after the Federal Reserve raised rates by 25 basis points to a 3.75%–4.00% target range and signaled that additional tightening remains possible. The pre-market rebound is strongest in Nasdaq-linked contracts, supported by renewed buying in AI and data-center infrastructure names. Read more
- Oil retreats but remains above $100: Crude prices are lower as reports of additional Saudi supply routes reduce immediate fears of a deeper supply squeeze. Even with the pullback, both Brent and WTI remain at levels that keep inflation-sensitive sectors, transport costs, and energy margins in focus. Read more
- Gold rebounds as dollar rally pauses: Spot gold is rising as traders reassess positions after the Fed decision and the dollar eases from recent highs. The move follows a sharp swing in bullion during the prior session, when higher rates and stronger yields pressured precious metals. Read more
- AI infrastructure remains a dominant equity theme: Data-center power, cloud GPU pricing, and AI compute supply-chain news are driving several of the largest pre-market stock moves. Generac's Amazon generator agreement, Nebius' GPU price increases, and Vicor's AI power-delivery licensing announcement are reinforcing investor focus on physical infrastructure behind AI growth. Read more
U.S. Stock Focus
- Generac Holdings — Amazon data-center generator deal sends shares sharply higher: Generac is one of the largest pre-market gainers, with shares indicated up roughly 29%–34% after the company disclosed a long-term supply agreement to provide backup generators for Amazon data centers. Initial deliveries are expected to total about $2.4 billion in 2027 and 2028, with aggregate payments potentially reaching $8 billion. Read more
- Amazon — warrant structure ties supplier upside to data-center purchases: Amazon received a warrant through a wholly owned subsidiary to acquire up to 1,693,745 Generac shares at about $200.93 per share. Roughly 307,954 shares vested immediately, while the remainder vests in tranches tied to Amazon's generator purchases, highlighting Amazon's continued use of strategic supplier-linked equity arrangements in AI and cloud infrastructure. Read more
- Nebius Group — GPU cloud price hikes lift shares: Nebius shares are up about 11% in pre-market trading after the company notified customers of broad price increases across on-demand GPU cloud services effective October 1. Reported increases include H100 pricing rising about 17% and Nvidia B300 pricing rising about 21%, reinforcing the view that AI compute demand remains tight. Read more
- Arm Holdings — AI CPU demand commentary supports pre-market gains: Arm is higher pre-market after CEO Rene Haas said the company is increasingly confident it can convert more than $2 billion of AGI CPU demand into revenue. The comments point to improving supply arrangements and multiyear customer agreements as Arm expands further into data-center processors. Read more
- Vicor — AI power-delivery license drives double-digit move: Vicor is up about 11% pre-market after granting a non-exclusive license to a leading AI OEM for its Vertical Power Delivery technology. The company said VPD supports high-performance AI compute and network processors by enabling high current density from low-voltage power sources. Read more
- Fluence Energy — guidance cut pressures shares: Fluence Energy is down sharply after cutting fiscal 2026 guidance, citing U.S. supply-chain issues and delays ramping its Houston contract manufacturing facility. The company now expects revenue of about $2.4 billion, down from a prior midpoint near $3.0 billion, and an adjusted EBITDA loss of about $200 million versus a prior loss midpoint of about $10 million. Read more
- BCB Bancorp — capital raise and credit-loss warning weigh on shares: BCB Bancorp is lower pre-market after launching a common stock offering and warning of a substantial third-quarter loss. The bank expects a provision for credit losses of $112 million to $120 million and a net loss of $126.2 million to $136.1 million, driven in part by problem-loan sales and transfers to held-for-sale status. Read more
- Longeveron — trial miss triggers steep selloff: Longeveron shares are under heavy pressure after the company said its ELPIS II Phase 2b trial of laromestrocel in hypoplastic left heart syndrome did not meet its primary endpoint. The company said it will continue analyzing exploratory endpoints, discuss a potential path forward with the FDA, and explore options to maximize shareholder value. Read more
- Aethlon Medical — merger with North Immunology sparks speculative surge: Aethlon Medical is among the most volatile pre-market movers after announcing a merger with North Immunology to advance NOR-101, a half-life-extended anti-IL-13 x IL-18 bispecific antibody for atopic dermatitis. The stock's outsized move reflects investor reaction to the proposed shift toward a novel immunology pipeline. Read more
- Lennar — earnings miss highlights pressure in housing: Lennar is indicated lower after reporting fiscal third-quarter adjusted earnings of $1.23 per share and total revenue of about $8.0 billion. New orders fell 9% year over year to 20,879 homes, while deliveries declined 3% to 20,840, keeping investor attention on affordability and margin pressure in the homebuilding sector. Read more
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