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U.S. stock futures point to a higher open as investors await Nvidia's earnings and ride AI-driven market optimism, with the Dow, S&P 500 and Nasdaq set to rise despite lingering focus on President Trump's State of the Union address.
Asian stock markets rose to fresh records as tech shares led gains across the region: Japan’s Nikkei jumped about 2% to a record near 58,319 and South Korea’s KOSPI hit a new high around 6,123, with Australia’s ASX 200 also at a record on Woolworths’ strong earnings. Chinese and Hong Kong tech names gained as sentiment improved, and traders kept an eye on Nvidia’s upcoming results as AI demand cues drive momentum. U.S. stock futures edged higher amid ongoing tariff uncertainty highlighted by Trump’s State of the Union remarks.
Stock futures ticked higher ahead of Nvidia's quarterly results as investors weigh AI hype against fundamentals, following a rally led by AMD on a Meta deal and boosted by software updates like Claude Cowork that aim to connect AI tools with existing apps.
U.S. stocks rose as investors renewed bets on AI’s potential upside, with a tech-led rally lifting broader indices and sparking optimism about AI’s impact on earnings and productivity.
U.S. stocks rose with the Dow about 400 points higher and the S&P 500 up roughly 0.5% and the Nasdaq up about 0.7%, led by IBM and Salesforce in the Dow as AI fears ease. The S&P’s AMD gained traction after a Meta deal to buy GPUs for AI, while semiconductor and software ETFs jumped; but laggards like American Express and JPMorgan kept some risk in check, signaling cautious optimism after the AI-driven selloff.
Software stocks extended their decline as AI concerns rattled investors, with AppLovin, CrowdStrike, Datadog and Expedia among the S&P 500's worst performers, each off at least 7%, and a software and services index fund dropping more than 5%.
European shares opened lower as President Trump announced a blanket 15% global tariff, with the Stoxx 600 down about 0.3%, DAX down 0.6% and CAC 40 down 0.2% while Italy’s FTSE MIB rose 0.4%. Markets had briefly assessed a Supreme Court ruling limiting reciprocal tariffs, but the new policy signaled broader levies and heightened uncertainty about inflation and global growth.
Major software names such as Microsoft, Oracle and Salesforce have fallen from recent highs as investors debate whether AI will render software obsolete or be overhyped, with non-coder AI tools fueling concerns about demand. The selloff has pushed the S&P Software & Services index down around 20% in 2026 while the Nasdaq has slipped; analysts warn the trend could persist, but many also view the pullback as a potential buying opportunity given lower valuations and resilient demand for AI-enabled products.
Stock futures and major indices fell about 0.3%–0.5% as traders brace for a busy slate of U.S. economic reports (including jobless claims and the Philly Fed Manufacturing Index) and Fed speeches ahead of the FOMC; the Philly Fed index rose, signaling mixed near-term signals.
Global equities are mixed as a Nvidia-led rally on Wall Street lifts US futures, while non-U.S. shares move in varying directions.
eBay will acquire Depop from Etsy for about $1.2 billion in cash, enabling Etsy to focus on its core marketplace; Depop remains popular with younger users, especially under 34. The deal is expected to close in Q2, and Etsy stock rose about 14% after hours on the news, while eBay gained on its own earnings report. Etsy had bought Depop for roughly $1.62 billion five years ago as part of a broader “house of brands” strategy, a path it appears to be unwinding as it faces growth and macro headwinds and competition from larger marketplaces.
Asian equities rose with Japan’s Nikkei 225 up about 1.1% and TOPIX up 1.4% as tech shares recovered from recent losses, while Australia modestly climbed and India’s markets were little changed amid Lunar New Year holiday closures limiting volume. Investors weighed AI-related concerns against a milder tech rally, with U.S. futures largely flat ahead of Fed January minutes and Friday’s PCE inflation data. China, Korea, Hong Kong, and Singapore remained closed for the Lunar New Year, keeping broader activity subdued.
U.S. stocks edged up after a choppy session as investors weighed AI-related jitters against ongoing concerns about the economy.
Amid a rise in AI-driven markets and stretched valuations, the piece recommends a $1,000 bet on two megacap stocks: Nvidia and Amazon. Nvidia, a leading AI data-center chipmaker, trades around $190 with a forward P/E near 24 and a PEG under 1, supported by strong analyst conviction and an upside target around $250; five shares would use about $1,000. Amazon is investing heavily in AI and AWS, with roughly a $200 stock price and a ~27 P/E, suggesting long‑term growth despite near-term capex headwinds; another five shares (or a split) could fit the $1,000 plan. The gist: leverage AI’s growth with financially solid leaders rather than speculative bets.
Goldman Sachs identifies five stocks, including Nvidia, as attractive upside opportunities that investors should consider.