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1) Pre-Market Performance
U.S. equity futures were higher before the opening bell, led by growth and AI-linked shares. Nasdaq 100 futures rose 186.8 points, or 0.63%, to 29,862.0; S&P 500 futures gained 18.0 points, or 0.23%, to 7,773.3; and Dow Jones futures added 80 points, or 0.15%, to 52,799.
European markets also traded in positive territory. Germany's DAX advanced 221.84 points, or 0.88%, to 25,526.26, France's CAC 40 rose 53.48 points, or 0.68%, to 7,891.97, and the U.K. FTSE 100 edged up 8.13 points, or 0.08%, to 10,741.13.
In commodities and currencies, oil remained firm as geopolitical supply risk stayed in focus: Brent crude traded near $109.86, up about 1.0%, while WTI crude was near $98.97, up about 1.2%. Gold was little changed to lower near $4,139, down about 0.08%, as higher energy prices kept inflation concerns alive. The U.S. Dollar Index was around 101.80, up 0.10%, while EUR/USD slipped about 0.1% to 1.1228.
2) Hot News
- Nasdaq futures lead as AI trade stabilizes. Futures tied to the tech-heavy Nasdaq outperformed after stronger AI-infrastructure-related results helped ease concerns over the profitability of the data-center buildout. Chipmakers and data-center peers were broadly firmer in pre-market trading, with investors refocusing on demand rather than recent valuation pressure. Read more
- Oil stays elevated on Middle East supply risk. Brent remained near the $110-a-barrel area as Middle East tensions continued to support the risk premium in crude markets. The move kept energy-sensitive inflation concerns in focus for equities, rates and precious metals. Read more
- Gold pressured by oil-driven inflation worries. Spot gold hovered near a one-week low after a four-session decline, with investors weighing higher oil prices, firm yields and the next Federal Reserve meeting. The metal's softer tone contrasted with firmer equity-index futures and a modestly stronger dollar. Read more
- Heavy earnings slate keeps stock selection in focus. Investors are parsing pre-market reports from large-cap telecom, healthcare, life-science and exchange operators, while results from Tesla and Meta are due after the U.S. close. The earnings flow is reinforcing a company-specific tape rather than a purely macro-driven session. Read more
3) U.S. Stock Focus
- Super Micro Computer — upbeat preliminary outlook lifts AI-server sentiment. Shares jumped nearly 13% pre-market after the company forecast quarterly revenue and profit margin above Wall Street expectations. The update signaled continued demand for AI data-center infrastructure and helped revive broader interest in AI hardware names. Read more
- SpaceX — first public-company profit and Tesla merger discussion drive rally. SpaceX rose about 9.4% pre-market after reporting its first profit as a public company and revenue of roughly $14.6 billion. Elon Musk also said a potential SpaceX-Tesla merger would be "a good idea," adding a major strategic catalyst to the stock's move. Read more
- Tesla — shares gain as SpaceX merger proposal enters focus. Tesla traded higher pre-market after Musk said special committees had been formed to discuss a potential combination with SpaceX, though he also noted a shareholder vote would be a high hurdle. The report comes ahead of Tesla's own earnings release after today's market close. Read more
- Netflix — ad-sales guidance cut pressures shares. Netflix fell more than 6% in pre-market trading after lowering its 2026 advertising revenue forecast to about $2.7 billion, down from roughly $3.0 billion previously. The company's Q3 profit beat expectations, but softer advertising momentum and weaker fourth-quarter guidance weighed on sentiment. Read more
- Intuitive Surgical — legal charge and pricing shift outweigh earnings beat. Intuitive Surgical fell about 7.5% pre-market after Q3 results that beat headline expectations were overshadowed by a $450 million legal settlement and a pricing strategy viewed as margin-dilutive. The company reported Q3 revenue of about $3.05 billion and adjusted EPS of $3.00, but investors focused on the impact to recurring revenue economics. Read more
- AT&T — revenue growth and subscriber additions support raised EPS outlook. AT&T reported Q3 revenue of $32.3 billion, up 5.3% year over year, and adjusted EPS of $0.65. The company added more than 1 million Advanced Connectivity customers for a second consecutive quarter and raised its 2026 adjusted EPS outlook to around $2.40. Read more
- Abbott Laboratories — Q3 results meet earnings expectations; guidance reaffirmed. Abbott reported third-quarter adjusted diluted EPS of $1.42 and reported sales growth of 14.5%, with comparable sales growth of 7.0%. The company tightened its full-year 2026 adjusted EPS guidance range to $5.50 to $5.55 and highlighted continued momentum in medical devices and diabetes care. Read more
- Thermo Fisher Scientific — revenue and adjusted EPS rise on organic growth. Thermo Fisher reported Q3 revenue of $12.14 billion, up 9%, including 6% organic revenue growth. Adjusted EPS increased 15% to $6.68, with adjusted operating margin improving to 24.5%. Read more
- Danaher — raises full-year adjusted EPS guidance after Q3 beat. Danaher reported Q3 revenue of $6.6 billion, up 8.5% year over year, and adjusted diluted EPS of $2.11, up 11.5%. The company raised full-year 2026 adjusted EPS guidance to $8.57 to $8.62 and projected Q4 core revenue growth of about 3.0%. Read more
- CME Group — record Q3 volume drives highest third-quarter revenue. CME Group reported Q3 revenue of $1.7 billion, net income of $1.0 billion, and adjusted EPS of $3.02. Average daily volume reached a third-quarter record of 29.4 million contracts, while market data revenue rose 20% to a record $243 million. Read more
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