US stock futures climbed on Thursday as AI optimism helped offset concerns about rising bond yields and oil prices. S&P 500 futures gained 0.4%, Nasdaq 100 rose 0.9%, and the Dow added nearly 80 points. Nvidia, Microsoft, Amazon, Broadcom, Meta and Tesla all moved higher before the opening bell. Micron Technology gave an upbeat forecast that supported chipmakers broadly.
Key Takeaways
- US stock futures rose as AI optimism offset bond market and oil price concerns
- S&P 500 futures gained 0.4% and Nasdaq 100 rose 0.9%
- Micron reported stronger-than-expected profit and topped analysts' forecasts
- Alphabet rose over 2% after launching Gemini 4 Argon AI model
- 10-year Treasury yield hit highest level since 2002 at 5.30%
- Brent crude rose toward $100 amid Iran war uncertainty
- US Q2 GDP revised up to 2.2% with AI capital investment surging to 9.0%
- Ascerta raised $18M to track AI spending across enterprise tools
- 90% of UAE employees use AI weekly, saving 3.6 hours on average
- ChatGPT launched virtual try-on and shopping features globally
US stock futures climb as AI optimism boosts markets
US stock futures rose on Thursday as investors started Q4 after a volatile third quarter. S&P 500 futures gained 0.4%, Nasdaq 100 rose 0.9%, and Dow Jones added nearly 80 points. AI optimism and an upbeat forecast from Micron supported chipmakers. Alphabet rose 2.2% after rolling out its latest AI model. Nvidia, Microsoft, Amazon, Broadcom, Meta and Tesla also moved higher before the opening bell.
Wall Street futures rise as AI stocks offset oil and bond worries
Wall Street futures rose on Thursday as strength in AI stocks helped ease concerns about bond market swings and higher oil prices. S&P 500 futures gained 0.4%. Micron Technology gave an upbeat forecast that supported chipmakers. The 10-year US Treasury yield reached its highest level since 2002. Brent crude rose toward $100 a barrel. Alphabet rose over 2% after launching its latest AI model. Tencent reportedly signed a $7 billion lease deal with Oracle.
AI optimism fuels tech stocks despite rising oil and bond yields
The S&P 500 rose 0.3% and the Dow gained 211 points as technology stocks led the way. Micron Technology reported stronger-than-expected profit and gave forecasts that topped analysts' estimates. CEO Sanjay Mehrotra said the company is benefiting from the AI boom. Nvidia rose 0.6% and Alphabet climbed 1.5% after Google released its latest AI model, Gemini 4 Argon. The 10-year Treasury yield edged up to 5.30%. Brent crude rose 1.9% to $99.88 amid uncertainty about the war with Iran.
Bond market swings shake global markets as AI supports Wall Street
Bond market swings rattled stock markets worldwide on Thursday. The S&P 500 rose 0.2% and ended a three-day losing streak. The Dow added 21 points and the Nasdaq edged higher. European indexes fell sharply, with London down 1.7%, Paris down 1.6% and Frankfurt down 1%. The 10-year French government bond yield swung between 4.80% and 4.95%. Brent crude rose 4.4% to $102.31. On Wall Street, Micron rose 3% after strong earnings, Nvidia added 1.1% and Accenture jumped 15.8%.
AI stocks lead Dow and S&P 500 higher to start October
US stock indexes opened higher on Thursday as AI-related stocks led the way. The Dow added roughly 85 points, or 0.2%, and the S&P 500 ticked up 0.2%. The Nasdaq finished September with a 1.9% advance. Micron earnings and a new Alphabet AI model lifted tech shares. Treasury yields hit their highest level since 2002 and oil prices continued to climb. Corporate earnings showed resilience despite these headwinds, said Tracie McMillion of Wells Fargo.
ARM and AppLovin: Top AI Tech Stocks to Watch
ARM and AppLovin are both AI-focused tech stocks gaining attention. AppLovin reported 52.4% revenue growth in Q2, reaching $1.92 billion, with strong earnings growth. ARM benefits from its architecture expanding into cloud servers, AI PCs, vehicles and robotics. Both companies use AI to drive efficiency and long-term growth across different markets.
UiPath and Zeta Global: AI Stock Comparison
UiPath and Zeta Global are enterprise AI software companies competing for business buyers. UiPath focuses on automation and agentic workflows, helping large companies run AI in production. Zeta Global offers AI-powered marketing tools through its Athena platform and Data Cloud. Both companies aim to help organizations use AI for measurable business results.
Shadow AI Is Already Inside Your Organization
AI tools like GitHub Copilot and ChatGPT are creating a new security problem called Shadow AI. Employees use these tools to build workflows and automate tasks without IT oversight. This can expose company data, create fake software dependencies and open doors for attackers. Unlike old Shadow IT, Shadow AI is harder to track because it only requires a browser.
Turn AI Security Risks Into a Clear Plan
AI adoption is moving faster than company security rules can keep up. A report says 77% of tech leaders say AI use is outpacing their governance. Security leaders are told to list AI use cases, set trusted tools and measure if safe options work better than workarounds. The goal is to make the secure path easier than going around it.
Ascerta Raises $18M to Track AI Spending
Ascerta, formerly Pay-i, raised $18 million in a Series A round led by Dell Technologies Capital. Its platform connects AI tools like Microsoft Copilot and Amazon Bedrock to business results. The company says customers saw 47% higher AI ROI and 86% less wasted spend. The funding will help grow the platform and sales teams.
US must compete and cooperate with China on AI
The article argues the US needs to both compete with China on AI technology and cooperate on AI safety. China leading global AI could threaten American interests. The US should start dialogues with experts from both countries while creating verification mechanisms. Export controls on chips and semiconductor equipment must be tightened with allies in the Netherlands, Japan, and Germany.
Lotte Duty Free launches AI search for shopping
Lotte Duty Free added an AI-led search solution to its mobile app. Customers can now find products using everyday language instead of keywords. The company aims to create a more intuitive shopping experience. The new feature is available on the Lotte Duty Free mobile app.
UAE employees use AI weekly saving 3.6 hours
Workday launched operations in the UAE with a new Dubai office. A Workday report found 90% of UAE employees use AI at least weekly. They save an average of 3.6 hours per week. However, employees spend 3.4 hours weekly fixing low-quality AI outputs. Most companies reinvest AI savings into training and workload management rather than cost reduction.
ChatGPT now lets users virtually try on clothes
OpenAI launched two new shopping features in ChatGPT globally. Users can virtually try on clothing by uploading a selfie or full-body photo. A new Favorites function lets users save products to a Library for later. ChatGPT can also help find items matching a described style or locate celebrity outfit pieces for purchase.
US Q2 GDP revised up to 2.2% growth
The US Commerce Department revised Q2 2026 GDP growth to 2.2% from 1.5%. Personal consumption rose 3.8% and AI-driven capital investment surged to 9.0%. First-quarter growth was also revised up to 2.5%. The upward revision shows the US economy remains resilient despite geopolitical headwinds.
Do AI models understand who owns what
Researchers created the Competing Ownership Attribution Task with 42 scenarios to test how 24 large language model configurations and 108 humans decide ownership. Models matched humans in overall similarity but showed less variety in their judgments. They also split ownership more evenly among claimants and often agreed on one viewpoint when humans disagreed. As value increased, models reduced ownership to creators less sharply than humans did. The findings suggest AI still lacks the full range and context sensitivity of human ownership reasoning.
Sources
- US Futures Rise as AI Optimism Supports Stocks
- Wall Street futures rise as AI stocks gain, offsetting concerns over oil price rebound
- AI optimism is fueling tech stocks amid rising oil prices and bond yields
- Swings in bond market shake markets worldwide as AI optimism boosts Wall Street
- AI stocks lead gains as Dow, S&P 500 open October higher
- ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?
- UiPath vs. Zeta Global: Which AI Stock Is the Better Buy?
- Shadow AI Is Already Inside Your Organization
- Transform AI from a security blind spot into a roadmap
- Ascerta raised $18M to tie AI spend to results
- Why the U.S. Must Simultaneously Compete—and Cooperate—With China on AI
- Beyond keywords: Lotte Duty Free advances product discovery with AI-led search solution
- 90% of UAE employees use AI weekly, Workday finds. They report saving 3.6 hours a week on average.
- ChatGPT can now virtually try on clothes for you
- U.S. Q2 GDP Final Estimate Revised Up to 2.2% Growth, Supported by AI Investment and Consumer Spending
- Who Owns That? Evaluating Ownership Intuitions in Large Language Models
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