Dow, S&P 500, Nasdaq futures slip as US-Iran tensions weigh on AI optimism

🖥️ HPE stock soars on record backlog, booming AI server business

Hewlett Packard Enterprise was set to open more than 25% higher on Tuesday after reporting record second-quarter earnings driven by strong demand for AI infrastructure and enterprise server upgrades.

The company also raised its full-year outlook and accelerated its long-term financial targets by two years, signaling confidence that demand for its products will remain strong through 2027.

According to CEO Antonio Neri, traditional server orders increased by triple-digit percentages as customers continued modernizing their computing infrastructure and investing in AI inference capabilities.

Orders more than doubled during the quarter, significantly outpacing revenue growth and helping HPE build a record backlog, highlighting the strength of demand across its AI and data center businesses. Yahoo Finance reports.


☁️ Nebius stock surges on Nvidia approval—AI cloud stocks push higher

Nebius Group surged on Monday after Nvidia CEO Jensen Huang mentioned the company during his Computex presentation in Taipei, boosting investor enthusiasm around AI infrastructure providers.

The Amsterdam-based company closed up 14.5% at $264.51 on Nasdaq after reaching a 52-week high of $274.80 during the session.

More than 24 million shares changed hands, significantly above recent average trading volumes, reflecting heightened investor interest.

The momentum continued after the close, with shares gaining an additional 0.7% in after-hours trading.

Nebius remains one of the market’s most closely watched AI infrastructure companies as demand for cloud computing and AI training capacity continues to grow. TechStock² reports.


🏗️ Keel Infrastructure shares jump again as single AI lease grabs focus

Keel Infrastructure climbed 7.39% to close at $6.10 on Monday, with approximately 48.7 million shares changing hands as investors continued to back the company's shift toward AI data-center infrastructure.

Formerly known as Bitfarms, the company has been repositioning away from bitcoin mining and toward high-performance computing infrastructure designed to support AI workloads.

Keel began Monday's session at $5.58 and ended with a market capitalization of roughly $3.43 billion.

Investors are increasingly focused on the company's ability to secure long-term leases for its powered data-center campuses rather than relying solely on AI-related market enthusiasm.

Management has identified lease signings at its Panther Creek, Sharon, and Moses Lake campuses as key objectives for 2026. These facilities are designed for high-performance computing applications, including AI training and inference workloads. TechStock² reports.


💽 What's going on with Micron stock Tuesday?

Micron Technology shares edged lower in premarket trading Tuesday as investors paused after the stock’s strong recent rally and broader market futures pointed modestly lower.

The decline appears to be driven more by profit-taking and consolidation than by any company-specific news or negative catalyst.

Micron has surged in recent months and is trading near its 52-week high, a level that often encourages some investors to lock in gains while others wait for the next catalyst.

The memory-chip maker remains a key beneficiary of growing AI-related demand, but the latest pullback reflects normal market behavior following a significant advance. Benzinga reports.


🌐 Why is Marvell stock soaring Tuesday?

Marvell Technology shares jumped in premarket trading Tuesday after its latest results reinforced investor confidence in the company’s AI-driven growth outlook.

The rally comes despite mixed broader market futures and extends a powerful run that has seen the stock gain nearly 257% over the past year.

Investors continue to favor Marvell for its exposure to AI infrastructure and data center spending, two of the strongest themes in the technology sector.

The stock's move above previous highs has attracted additional momentum buying, signaling that investors remain optimistic about Marvell's ability to benefit from sustained demand for AI networking and custom silicon solutions. Benzinga reports.

Time (ET) / Report / Period

8:55 AM - Cleveland Fed President Beth Hammack speech - N/A
10:00 AM - Job openings - N/A

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