Updated
Updated · Yahoo Finance · Aug 25
U.S. Stock Futures Rise 0.37% Ahead of Nvidia Earnings as Iran Sanctions Lift Geopolitical Risks
Updated
Updated · Yahoo Finance · Aug 25

U.S. Stock Futures Rise 0.37% Ahead of Nvidia Earnings as Iran Sanctions Lift Geopolitical Risks

3 articles · Updated · Yahoo Finance · Aug 25

Summary

  • Nasdaq 100 futures led early gains Tuesday, up 0.37%, while S&P 500 futures added 0.12% and Dow futures edged up 0.01% before a heavy data and earnings slate.
  • Investors are positioning for Nvidia's Wednesday results, with analysts projecting 97% sales growth to $92.1 billion and 99% earnings growth as AI-computing demand keeps order backlogs elevated.
  • Fresh U.S. sanctions on Iran added geopolitical tension after Treasury Secretary Scott Bessent warned trading partners they could lose access to the dollar-based financial system; Tehran answered with defiant rhetoric.
  • Oil eased despite that escalation, with Brent down 0.20% to $90.36 and WTI off 0.12% to $84.91, while traders also awaited Case-Shiller home prices, new home sales and consumer confidence data.
  • Polymarket's Aug. 25 contract implied a 68% chance of a higher S&P 500 session, reflecting a market still leaning bullish into tech earnings and the upcoming Jackson Hole Fed symposium.

Insights

Will Nvidia's upcoming earnings report spark a massive tech rally or expose a dangerous bubble in the AI market?
Could the surprising link between AI chip demand and rising inflation force the Federal Reserve into an unexpected corner?
How could escalating tanker attacks and new Iran sanctions suddenly trigger a global energy crisis despite currently stable oil prices?