By Mackenzie Tatananni, George Glover, and Joe Woelfel

Stock futures were rising Tuesday, extending gains from Monday.

These stocks were poised to make moves:

Nvidia ticked up 0.4%. Shares closed 1.7% higher on Monday following the chip maker's annual GTC conference. CEO Jensen Huang said at the event that Nvidia expects to sell at least $1 trillion worth of Blackwell and Rubin chips from 2025 through to the end of 2027. He had previously forecast a revenue opportunity of $500 billion by the end of 2026.

Uber Technologies gained 3.9%. The ride-hailing company and Nvidia expanded their partnership on self-driving vehicles, with Uber pledging to launch an expansive fleet of robo-taxis enabled by Nvidia's DRIVE platform by 2028.

Oklo stock jumped 8.2% as the nuclear start-up secured its first license from the Nuclear Regulatory Commission. The license allows Oklo's subsidiary Atomic Alchemy to begin initial commercial sales from its radiochemistry laboratory in Idaho.

Honeywell International declined 1.2%. The industrial conglomerate said it could experience a high-single-digit percentage hit to its first-quarter profit due to the ongoing war in Iran. The company left its full-year guidance unchanged.

Delta Air Lines climbed 4.9%. The carrier reiterated its first-quarter earnings guidance of 50 cents to 90 cents and hiked its revenue forecast, saying it expects the metric to rise by a high-single-digit percentage, up from a 5% to 7% increase.

Elbit Systems jumped 6.5% after the defense contractor reported better-than-expected earnings and revenue for the fourth quarter.

Rhythm Pharmaceuticals fell 1.7% after the biotech said that its obesity treatment didn't meet primary goals in a late-stage trial.

Semtech slipped 0.3% after the chip supplier beat analysts' fourth-quarter earnings and revenue targets and issued solid guidance. Investors were probably taking the opportunity to lock in some profits following a strong run for the stock, which has gained 130% over the past year.

Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com and George Glover at george.glover@dowjones.com

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March 17, 2026 08:51 ET (12:51 GMT)

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