What happened

Nasdaq and S&P 500 futures gained in premarket trading, while oil prices rebounded. Investors are gearing up for a busy session that includes fresh corporate earnings and the start of the Federal Reserve’s two-day policy meeting. Nvidia (NVDA) is among the stocks drawing attention, with other focus names including CLS, SKHY, CRWV, and SOFI.

Why it matters

The move hints at a cautious return of risk appetite ahead of big earnings and policy decisions. Oil’s rebound can shape inflation expectations and market volatility. Nvidia and other tech plays can reflect how investors view AI demand and data-center profitability. The Fed meeting adds policy uncertainty, with traders watching for guidance on rates and the balance sheet, which can shift sector leadership and price action.

What to watch

  • Nvidia’s commentary on AI demand and data-center business.
  • Any Fed communications or policy signals that hint at future rate moves.
  • Oil price direction and what it means for inflation expectations.
  • Earnings results and guidance from the batch of companies, including CLS, SKHY, CRWV, and SOFI.
  • Overall market breadth and sector rotation as traders reassess risk in a new week.
  • Source: stocktwits.com