Chip, storage shares rose in overnight trading. SOXL, Wolfspeed up over 3%; SanDisk, Credo, Intel, Micron up about 2%.

ASML Holding rose 3%. The move came ahead of Wednesday’s report, with analysts looking for EUR8.90 billion revenue and EUR2.65 billion profit; Jefferies flagged a potential lift to 2026 sales guidance toward EUR38–EUR42 billion on strong EUV demand as TSMC and memory makers expand capacity, while investors watch commentary on China sales near 20% of 2026 revenue.

Lucid Group Inc fell over 3%. Shares whipsawed after the EV maker hired AlixPartners to advise on operations, prompting bankruptcy speculation the company called “completely false”; trading was halted multiple times during an intraday drop exceeding 50% before losses narrowed, and Lucid said liquidity extends well into next year as it focuses on execution improvements.

Among other individual movers, NEBIUS climbed 2.16%, Applied Materials (AMAT) gained 1.01%.