AI-powered contentSome parts of this article are powered by AI.
Share this article
Meta's new AI agent reignites chip stocks while softer oil adds a risk-on tailwind into tonight's US session.
Wall Street pushed higher and the Nasdaq set a fresh record, powered by artificial-intelligence names roaring back. US futures are pointing up this morning, helped by easing oil prices.
The trigger is "Muse", Meta's new personal AI agent, which revived optimism across the chip complex. Intel, AMD, and Nvidia led the move, while a wave of dividend hikes from large caps added an income angle.
Cleared Paramount-Warner Bros. Discovery deal reframes the streaming rivalry.
Tonight's Catalysts
AI chip rally reignites
Optimism widened after Meta unveiled Muse, its new personal AI agent. Nvidia (NVDA), AMD (AMD), Intel (INTC), and Arm (ARM) all climbed, and supply-chain validation showed up as LG Electronics jumped after Nvidia qualified its AI cooling unit.
A wave of dividend hikes
Microsoft (MSFT) raised its dividend by 8%, though the yield stays modest amid heavy AI spending. JPMorgan also lifted its payout, and McDonald's became a "Dividend King" with a 50-year streak. For income investors, this offers an alternative to the chip-growth story.
Paramount won its takeover of Warner Bros. after settling lawsuits from several states and unions. The deal reframes the read for Netflix (NFLX) and the wider streaming landscape.
Pre-Market Pulse 📊
US futures are firmer this morning on the AI rally and softer oil. Beyond the chip names, attention sits on dividend stories like JPMorgan and McDonald's. Per-stock pre-market moves will be updated closer to the US open.
Macro Note 📝
Oil slipped back below US$100 after Trump opened diplomacy with Iran, adding a risk-on tailwind. Gold eased as investors trimmed safe-haven exposure. On the other side, signals from a Fed official about a possible further rate hike and this week's US macro data still warrant attention.
Conclusion
Tonight's big theme is risk appetite returning: the AI chip rally, dividend hikes, and easing oil all point the same way. The combination can sustain momentum, though rate-hike signals and Texas's data-center permit audit are reminders that the AI story carries risk.
For those watching US stocks, the focus is whether chip leadership holds into the open and how the dividend names absorb any rotation. Track the watchlist above and plan ahead before the session starts.
Gotrade is the trading name of Gotrade Securities Inc., which is registered with and supervised by the Labuan Financial Services Authority (LFSA). This content is for educational purposes only and does not constitute financial advice. Always do your own research (DYOR) before investing.
M. Alfathan Rahman is a content writer with over 3 years of experience developing digital content strategies across various industries, including fintech. He has experience producing content for tax-related websites and financial education platforms registered with Kominfo (Indonesia's Ministry of Communication and Informatics). His focus areas include data research, and crafting financial articles that are informative, accurate, and accessible to investors of all experience levels.
