Stock Markets May 20, 2026 07:50 AM

U.S. Futures Rise Ahead of Nvidia Results; Energy Names Slip as Oil Weakens

Premarket gains in semiconductors and select consumer stocks contrast with declines among major oil producers amid geopolitical uncertainty

By Jordan Park RCAT CVX NVDA ADI XOM

U.S. stock futures moved higher Wednesday as markets looked toward earnings from Nvidia and monitored rising government bond yields. Semiconductor and select retail names led premarket gains, while major energy producers retreated alongside falling oil prices amid mixed signals on Iran negotiations.

U.S. Futures Rise Ahead of Nvidia Results; Energy Names Slip as Oil Weakens
RCAT CVX NVDA ADI XOM

Key Points

  • U.S. futures advanced as investors awaited Nvidia's quarterly results and monitored elevated government bond yields - impacting major equity benchmarks.
  • Analog Devices' announced $1.5 billion cash acquisition of Empower Semiconductor underpins gains in AI-focused power management play, supporting semiconductor sector activity.
  • Energy names, including Chevron and Exxon Mobil, fell alongside other oil and gas producers as oil prices dropped amid mixed signals on Iran negotiations, affecting the energy sector.

U.S. equity futures were firmer on Wednesday as investors prepared for a high-profile quarterly report from Nvidia and kept an eye on elevated government bond yields.

By 06:38 ET (10:38 GMT), the contracts showed meaningful gains across benchmarks: the Dow futures contract was up 128 points, or 0.3%, S&P 500 futures had risen 30 points, or 0.4%, and Nasdaq 100 futures were higher by 208 points, or 0.7%.

Several individual stocks and sectors stood out in premarket activity:

  • Nvidia traded higher as market participants positioned ahead of the chipmaker's key quarterly earnings, due after the close on Wall Street.
  • Analog Devices climbed after announcing it will acquire Empower Semiconductor for about $1.5 billion in cash. The deal is pitched as a move to expand Analog Devices' power management capabilities with a focus on artificial intelligence applications.
  • Micron Technology gained ground following reports that Samsung Electronics is facing a strike, a development that can influence competitive dynamics within the memory market.
  • Energy majors including Chevron and Exxon Mobil were lower in premarket trading. Other oil and gas producers such as Occidental Petroleum, APA Corp, Diamondback Energy and Devon Energy also declined, tracking a pullback in oil prices. The drop came after President Donald Trump said the Iran war could end "very quickly," though a Wall Street Journal report suggested negotiations between Washington and Tehran had seen little progress.
  • Target shares rose after the retailer doubled its annual sales growth forecast and recorded its strongest quarterly sales increase in years.
  • Lowe's slipped after issuing a warning on the state of the U.S. housing market, even though its quarterly sales exceeded consensus estimates.
  • AMC Entertainment jumped after CEO Adam Aron said he purchased an additional 250,000 shares and declared he had "enormous confidence" in the company.
  • Cava Group rose as higher customer traffic helped support an upgraded annual sales outlook.
  • Keysight Technology dipped following the release of its second-quarter results.
  • Toll Brothers edged up after reporting better-than-expected second-quarter profit and raising its annual guidance.
  • Red Cat Holdings climbed after announcing the acquisition of power transfer firm Quaze Technologies.

The premarket session also reflected moves across a range of benchmarks and futures, with various quoted symbols showing mixed directionality.


Overall, the session was characterized by a dichotomy between strength in technology and select consumer names and weakness in energy shares, with macro factors such as bond yields and geopolitical headlines contributing to the market tone.

Risks

  • Elevated government bond yields may weigh on equity valuations and influence investor positioning across sectors, particularly growth-oriented technology stocks.
  • Uncertainty around negotiations between Washington and Tehran and divergent reports on progress create volatility risk for oil prices and energy-sector equities.
  • Labor actions or strikes affecting major suppliers, such as reports about Samsung Electronics, could disrupt supply dynamics and add uncertainty for semiconductor-related companies.

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