Optical stocks fell in premarket trading. Corning down over 3%; Marvell Technology, Coherent down over 2%; Astera Labs, Lumentum, AAOI down over 1%.

Bloom Energy Corp rose over 9%. Brookfield Asset Management expanded its financing framework for AI data-center power projects to $25 billion from $5 billion.

Intuitive Machines climbed 6.5%. NASA awarded a contract worth up to $148.3 million to deliver a Nova-C lunar lander no later than 2028.

Nike fell more than 3%. Earnings topped forecasts aided by a 52-cent tariff refund, while guidance pointed to first-half fiscal 2027 revenue declining low-to-mid single digits amid consumer pressure.