Market Overview - U.S. stock futures rose on Thursday following Wednesday's advances, with major benchmark indices showing positive movement [1] - Investors are anticipating September's job report, which is set to be released after the recent government shutdown [1] - The Federal Reserve's FOMC minutes revealed a division among officials regarding future interest rate paths, following a reduction in the federal funds target range to 3.75%–4.00% [1] Treasury Yields and Market Projections - The 10-year Treasury bond yielded 4.13%, while the two-year bond was at 3.60% [2] - Market projections indicate a 33.8% likelihood of the Federal Reserve cutting interest rates during its December meeting [2] Stock Performance - Major indices showed the following premarket changes: Dow Jones up 0.44%, S&P 500 up 1.08%, Nasdaq 100 up 1.47%, and Russell 2000 up 0.61% [2] - The SPDR S&P 500 ETF Trust (SPY) increased by 1.01% to $669.35, and the Invesco QQQ Trust ETF (QQQ) rose by 1.37% to $608.07 [2] Company Highlights - Nvidia Corp. (NASDAQ:NVDA) rose 5.55% after reporting better-than-expected third-quarter results and a strong revenue forecast [6] - Palo Alto Networks Inc. (NASDAQ:PANW) dropped 4.15% despite beating estimates, as its full-year guidance aligned with analyst expectations [6] - Super Micro Computer Inc. (NASDAQ:SMCI) gained 5.87% following the launch of integrated AI factory systems with Nvidia's technology [6] - Walmart Inc. (NYSE:WMT) was up 0.83% ahead of its earnings report, with expectations of earnings at 60 cents per share on revenue of $177.43 billion [12] - Intuit Inc. (NASDAQ:INTU) increased by 0.37%, with analysts expecting earnings of $3.09 per share on revenue of $3.76 billion [12] Sector Performance - Information technology, communication services, and materials stocks led gains on Wednesday, while energy and utilities sectors closed lower [7] Analyst Insights - BlackRock maintains a "pro-risk stance" focused on U.S. equities and the AI theme, believing a cooling labor market may allow for interest rate cuts [9] - Despite volatility in tech stocks, BlackRock views the capital-intensive phase of AI development as a necessary step, supported by strong earnings from leading AI companies [10]

Market Overview - U.S. stock futures rose on Thursday following gains from the previous day, with major benchmark indices showing positive movement [1] - Investors are anticipating September's job report, which is set to be released after the recent government shutdown [1] - The Federal Reserve's minutes indicate a division among officials regarding future interest rate paths, following a recent reduction in the federal funds target range to 3.75%–4.00% [1] Treasury Yields and Market Projections - The 10-year Treasury bond yielded 4.13%, while the two-year bond was at 3.60% [2] - Market projections show a 33.8% likelihood of the Federal Reserve cutting interest rates in December [2] Stock Performance - Nvidia Corp. (NASDAQ:NVDA) rose 5.55% in premarket trading after reporting better-than-expected third-quarter results and a strong revenue forecast [6] - Palo Alto Networks Inc. (NASDAQ:PANW) dropped 4.15% despite beating estimates, as its full-year guidance aligned with analyst expectations [6] - Super Micro Computer Inc. (NASDAQ:SMCI) gained 5.87% following the launch of integrated AI factory systems with Nvidia's technology [6] Sector Performance - Information technology, communication services, and materials stocks led gains on Wednesday, while energy and utilities sectors closed lower [7] Analyst Insights - BlackRock maintains a "pro-risk stance" focused on U.S. equities and the AI theme, believing a cooling labor market may allow for interest rate cuts [9] - Despite volatility in tech stocks, BlackRock views the capital-intensive phase of AI development as necessary rather than a warning sign [10] Upcoming Earnings - Walmart Inc. (NYSE:WMT) was up 0.83% ahead of its earnings report, with expectations of earnings at 60 cents per share on revenue of $177.43 billion [12] - Intuit Inc. (NASDAQ:INTU) was 0.37% higher, with analysts expecting earnings of $3.09 per share on revenue of $3.76 billion [12]