Stock Markets May 11, 2026 08:20 AM

Futures Flat as AI Demand Lifts Chips; Mixed Movers in Premarket Trade

Intel and Micron extend gains while biotech, housing and private-credit stories drive early action

By Hana Yamamoto INTC MU MOS BZH

U.S. stock futures were largely unchanged Monday morning as markets weighed political developments and continued enthusiasm for artificial intelligence. Semiconductor names led premarket advances, while specific corporate reports and takeover speculation produced varied moves across sectors. At 07:24 ET (11:24 GMT) the Dow futures contract was down 0.1%, S&P 500 futures were mostly flat, and Nasdaq 100 futures were up 0.1%.

Futures Flat as AI Demand Lifts Chips; Mixed Movers in Premarket Trade
INTC MU MOS BZH

Key Points

  • U.S. stock futures traded close to flat at 07:24 ET as markets balanced political news and ongoing enthusiasm for AI.
  • Semiconductor names Intel and Micron extended prior-session gains amid renewed optimism about large-scale data center spending for AI.
  • Corporate headlines from private-credit, media, housing, software and biotech drove notable premarket divergences in individual stocks.

U.S. equity futures hovered near the flatline on Monday as investors digested news that President Donald Trump rejected an Iranian peace counteroffer and monitored persistent optimism about artificial intelligence-related spending.

By 07:24 ET (11:24 GMT), futures for the Dow were off 0.1%, S&P 500 futures were largely unchanged, and Nasdaq 100 futures had inched 0.1% higher.


Market movers in the premarket

Semiconductor stocks stood out among early gainers. Intel and Micron Technology were both on track to climb, extending the advances they recorded in the previous session as traders reacted positively to reports of heavy capital expenditures aimed at building the data centers that support AI models.

Credit-focused headlines weighed on sentiment in another corner of the market. KKR's largest private-credit fund available to individual investors reported a $560 million loss for the first quarter after a number of loans moved into default. The writedown at the business-development group FS KKR Capital represented roughly 10% of the fund's net asset value and has contributed to concern about the private-credit sector.

Media and entertainment developments produced mixed reactions. Fox Corp posted fiscal third-quarter revenue that exceeded Wall Street estimates, helped by strength in its sports and news operations and solid performance from its Tubi streaming unit.

In housing, Beazer Homes USA Inc. jumped after media reports indicated that Dream Finders Homes Inc. was close to announcing a $704 million offer to acquire the homebuilder.

Software company Monday.com rallied in the premarket after raising its full-year guidance for revenue and adjusted operating income.

Biotech and pharmaceutical names showed divergent moves. Certara shares declined after the company cut its annual adjusted earnings forecast and reported a profit that missed Wall Street expectations. Moderna ticked up, which suggested the continuation of a sharp rally that began on Friday when the company announced research into a vaccine intended to protect against hantaviruses. Liquidia also posted first-quarter revenue that beat expectations, and its stock moved higher.

In the materials space, Mosaic was pressured after reporting softer-than-anticipated phosphate sales, which weighed on the shares of the Florida-based chemical company.


Notable premarket price moves and listed changes

Among tickers cited in early trading, Intel (INTC) was higher by 13.96%, Micron (MU) rose 15.49%, Mosaic (MOS) was down 3.14%, Beazer Homes (BZH) was up 0.75%, FS KKR Capital (FSK) fell 1.00%, Liquidia (LQDA) was essentially flat up 0.05%, Moderna (MRNA) climbed 11.97%, Fox Corp (FOXA) gained 0.4%, Certara (CERT) showed no change in the premarket snapshot, and Monday.com (MNDY) was lower by 5.66%.

These moves reflected a mix of sector-specific developments and broader market flows, with AI-related infrastructure spending supporting semiconductors even as select company-specific earnings, forecasts and corporate action reports drove dispersion across other industries.

Risks

  • Credit stress in private-credit funds - highlighted by a $560 million first-quarter loss at FS KKR Capital - raises concerns for the private-credit sector and could affect investor risk appetite.
  • Company-specific forecast cuts and earnings misses - exemplified by Certara's reduced annual adjusted earnings guidance and profit shortfall - create downside risk for affected biotech and healthcare names.
  • Soft end-market demand in materials - shown by weaker-than-expected phosphate sales at Mosaic - can pressure commodity-linked producers and their equity valuations.

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