Dow Futures rose 0.52%, S&P 500 Futures rose 0.49%, Nasdaq Futures rose 0.67%, reflecting a broadly risk-on tone.
Generac surged 33.06%. It signed a long-term Amazon data‑center generator deal worth about $2.4 billion for 2027–2028.
NEBIUS jumped 6.74%. It will raise Nvidia GPU rental prices starting October 1.
CoreWeave, Inc. climbed 3.82%. Options flow included a $14.03 million buy of long‑dated $110 calls and put selling.
Snap Inc rallied 3.67%. It announced Specs AR partnerships with Salesforce, Nvidia, AWS and major carriers.
Bloom Energy Corp (BE) advanced 3.19%. Mizuho sharply raised its price target amid S&P 500 inclusion talk.
IREN Ltd gained 2.96%. Flows showed a $3.15 million dual long‑put package and a $1.06 million cash‑secured put sale.
Intel rose 1.61%. Trades featured a $1.05 million bear call spread near $110 and a $1.15 million purchase of $120 calls.
Western Digital increased 1.44%. Options positioning featured a $0.99 million put spread collar.
Advanced Micro Devices (AMD) climbed 1.42%. Institutions put on $18.78 million in dual long‑call packages targeting strikes up to $1,120.
SanDisk Corp. rose 1.42%. A filing showed CEO David Goeckeler sold about $47.12 million of common shares.
Chip stocks rose, with Astera Labs, Inc. (ALAB) rising 2.35%, Marvell Technology (MRVL) rising 2.0%, ARM Holdings rising 1.83%, KLA Corporation rising 1.48%.
Memory chip stocks rose, with Seagate Technology PLC (STX) rising 1.4%.
Optical communication stocks rose, with AXT Inc rising 3.08%, Applied Optoelectronics (AAOI) rising 2.87%.
Elsewhere, APPLIED DIGITAL CORP (APLD) rose 2.01%.
Among other individual movers, Vertiv Holdings LLC (VRT) advanced 2.1%, TeraWulf Inc. gained 2.01%, Fluence Energy, Inc. (FLNC) tumbled 14.25%.
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