Equity markets saw a strong session led by the Nasdaq-100 futures, which outperformed other major U.S. indices with a gain of approximately 1.4%. The information technology sector provided the primary upward momentum, supported by a significant surge in semiconductor stocks. Specifically, AMD maintained gains following a multiyear chip deal, while Nvidia shares moved higher in anticipation of its fiscal fourth-quarter earnings report. Market participants are looking for confirmation of sustained AI and data center chip demand through mid 2026. While the S&P 500 and Dow Jones Industrial Average also trended higher, the tech-heavy Nasdaq-100 remained the leader throughout the session. Analysts are closely watching revenue guidance and hyperscaler demand as key indicators for continued sector strength in the coming quarters.
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