US Stock Market Outlook: Key Vote on Bipartisan Agreement, AI Stocks Surge Pre-Market

US Stock Futures Rise Ahead of Market Open

As of Tuesday morning, US stock futures are showing positive movement. The Dow futures are up by 0.02%, the Nasdaq futures have increased by 0.54%, and the S&P 500 futures are up by 0.26%.

Tech Stocks Performance

Most major tech stocks are rising in pre-market trading:

• Intel (INTC): Up over 3%
• AMD: Up over 2%
• Micron Technology (MU), Google (GOOG), Tesla (TSLA): Each up over 1%

Chinese Stocks Mixed

Chinese stocks are experiencing mixed results:

• Pony.ai (PONY): Up over 3%
• Alibaba (BABA), Baidu (BIDU), Bilibili (BILI): Each down over 2%

Space Concept Stocks Rally

Space-related stocks are rebounding in pre-market trading:

• Destiny Tech100 (DXYZ): Up over 9%
• Sidus Space (SIDU): Up nearly 7%
• Rocket Lab (RKLB), Redwire (RDW): Each up over 4%

Gold and Silver Prices Surge

Spot gold and silver are seeing strong recoveries:

• Hycroft Mining (HYMC): Up over 10%
• Pan American Silver (PAAS): Up over 8%
• Coeur Mining (CDE): Up over 7%

Collaboration Between SoftBank and Intel

SoftBank's subsidiary Saimemory is collaborating with Intel to develop a new storage chip technology called "ZAM," aimed at enhancing AI data center capabilities. This news has led to a rise of over 5% in both SoftBank and Intel's stock prices.

Palantir Reports Strong Earnings

Palantir (PLTR) has reported record quarterly earnings, with revenue and profit exceeding expectations, leading to a pre-market increase of over 11%. The company announced a revenue of $1.41 billion for Q4 2025, a 70% year-over-year increase.

Teradyne's Strong Q4 Performance

Teradyne (TER) reported a strong Q4, with revenue up 43.9% year-over-year, leading to a pre-market rise of over 21%. The company expects Q1 2026 revenue to exceed analyst predictions.

Tesla's Capital Expenditure Plans

Deutsche Bank predicts that Tesla (TSLA) plans to double its capital expenditures, potentially exceeding $20 billion, primarily for AI training systems and data centers, resulting in a pre-market increase of over 1%.

Mixed Results for Other Companies

• Merck (MRK): Pre-market drop of over 2% due to lower-than-expected 2026 sales guidance.
• NXP Semiconductors (NXPI): Pre-market drop of over 4% despite better-than-expected Q4 revenue.

Political Developments

President Trump is pushing for a quick resolution to the government shutdown, indicating a potential end to the standoff.

Market Outlook

Analysts are observing a potential shift in investment towards storage-related stocks as liquidity tightening expectations rise.