Dow Futures rose 0.02%, S&P 500 Futures rose 0.07%, Nasdaq Futures rose 0.10% as overnight trading reflected a cautiously constructive tone.

CoreWeave, Inc. surged 14%. The AI infrastructure provider reported Q2 revenue that doubled and a $104 billion sales backlog, while lifting capex plans amid tight capacity.

NEBIUS advanced 7.31%. The move followed Carlyle disclosing a new position and heightened optimism around AI infrastructure after CoreWeave’s results.

SUPER MICRO COMPUTER INC (SMCI) climbed 7.31%. Fiscal fourth‑quarter profit improved with better margins, and management guided the current quarter and new fiscal year above estimates.

Lumentum gained 3.07%. Results topped fiscal fourth‑quarter expectations and first‑quarter guidance came in ahead, aided by strong demand for high‑power lasers.

Coherent rose 2.71%. Shares responded to the company’s fiscal fourth‑quarter report and outlook.

Marvell Technology (MRVL) rose 1.25%. Options flow turned constructive, highlighted by a $2.25 million sale of December 2026 $150 puts.

Crypto stocks rose, with IREN Ltd rising 4.65%, Cipher Mining Inc. rising 3.02%, TeraWulf Inc. rising 2.33%, Hut 8 Mining Corp rising 2.03%, CleanSpark, Inc. rising 2.00%.

Elsewhere, APPLIED DIGITAL CORP rising 3.06%.

Among other individual movers, Tema Space Innovators ETF (NASA) fell 2.51%.