Nasdaq, S&P 500 Futures Rise After Record Close, Goldman Raises Year-End Target: Why NVDA, MU, MNTS, ZS, MRVL, SNOW Are In Focus

Yahoo Finance · 2026-05-27

Wall Street attempted to extend a tech-driven rally that pushed the S&P 500 and Nasdaq Composite to fresh record highs in the previous session. Goldman Sachs reportedly lifted its year-end S&P 500 target to 8,000. Marvell Technology (MRVL), Snowflake (SNOW), Salesforce (CRM), and Abercrombie & Fitch (ANF) remain in focus ahead of earnings due later Wednesday.U.S. stock futures were higher early Wednesday after a tech-driven rally carried the S&P 500 and Nasdaq indices to record highs in the previous session. Meanwhile, Goldman Sachs has reportedly raised its S&P 500 year-end target to 8,000, up from 7,600, citing stronger earnings expectations following a robust Q1 reporting season. As of 4:00 a.m. ET on Wednesday: S&P 500 futures were 0.1% higher, Dow and Nasdaq futures rose 0.3%, and Russell 2000 futures were up 0.5%.Retail sentiment toward the SPDR S&P 500 ETF (SPY), an exchange-traded fund that tracks the S&P 500 Index, and the Invesco QQQ Trust (QQQ) ETF, which tracks the Nasdaq-100 Index, has remained in ‘bullish’ territory. Even as AI euphoria sparks bullish sentiment in the markets, geopolitical tensions linger. Secretary of State Marco Rubio noted that a formal peace agreement with Iran could take several days to finalize. Crude oil prices trended lower despite the continued closure of the Strait of Hormuz.Trending Stocks To WatchNvidia (NVDA): Remains on the retail radar following statements from CEO Jensen Huang labeling Taiwan the lifelong "epicenter" of the AI revolution, along with plans to break ground on a new Taiwan headquarters project by the end of the year. Micron Technology (MU): Stock rose 5% in early premarket trade after passing a $1 trillion market cap and receiving a price target raise to $1,625 from $535 by UBS on Tuesday. SanDisk (SNDK): Barclays upgraded the stock to Overweight from Equal Weight and nearly doubled the price target to $2,300 from $1,200 on Tuesday. TSMC (TSM): Retail chatter suggests that the semiconductor manufacturing titan plans to hike prices by 15% on its critical 3-nanometer (3nm) chips during the second half of 2026.Zscaler (ZS): Stock continued to tank in early premarket trade, falling another 21%. This comes on the back of weak guidance, and the confirmed departures of executives from its sales team. Piper Sandler has lowered its price target on the stock to $160 from $185.Momentus Inc. (MNTS): Shares have surged another 33% in early pre-market trade. Retail is optimistic after a significant insider stock buy by former astronaut and board director Chris Hadfield.Space stocks have been in the spotlight, rising amid hype around the upcoming SpaceX IPO. Other notable tickers include Redwire (RDW), Rocket Lab USA (RKLB), Sidus Space (SIDU), and Planet Labs (PL), all of which reached new 52-week highs on Tuesday. IREN Limited (IREN): Gained another 4% in early premarket trade after the company signed a $1.6 billion hardware purchase agreement with Dell for Blackwell systems at its Texas data centers on Tuesday. Marvell Technology (MRVL), Snowflake (SNOW), Salesforce (CRM), and Abercrombie & Fitch (ANF) remain in focus ahead of earnings due later Wednesday.Other tickers trending on Stocktwits at the time of writing included Intuitive Machines (LUNR), AST SpaceMobile (ASTS), Satellogic Inc (SATL), and Transocean (RIG). Other Catalysts To WatchOn the economic front, investors are tracking the release of the ADP employment report and API crude oil report later in the day. A host of Federal Reserve appearances are scheduled for the day, including speeches from Dallas Fed President Lorie Logan, Fed Governor Lisa Cook, and Fed Vice Chair Philip Jefferson.On earnings radar, watch out for quarterly reports from Bath & Body Works (BBWI), Dick’s Sporting Goods (DKS), Capri Holdings (CPRI), PDD Holdings (PDD), BioLine Rx (BLRX), and Manchester United (MANU), among others, before the bell today. For updates and corrections, email newsroom[at]stocktwits[dot]com

AI 시장 분석

The S&P 500 and Nasdaq hit new record highs driven by a tech rally, with Goldman Sachs raising its year-end S&P 500 target. Key tech and AI-related stocks like NVDA, MU, and TSM, along with space technology, showed strong positive momentum. However, Zscaler faced headwinds due to weak guidance, and crude oil prices declined despite geopolitical tensions.

상승 영향

AI — NVDA CEO's statement on Taiwan as an AI hub and IREN's Blackwell system purchase from Dell indicate sustained growth in AI technology and infrastructure demand, positively impacting related companies.
Semiconductors — MU's market cap surpassing $1 trillion and TSM's plan to raise 3nm chip prices demonstrate strong growth and pricing power across the semiconductor industry.
Space Technology — News of insider buying in MNTS and rising stock prices of several space-related companies due to SpaceX IPO hype reflect high investor interest in the sector.
Data Centers — IREN's $1.6 billion hardware purchase agreement with Dell for Blackwell systems highlights the need for data center infrastructure expansion driven by increasing AI computing demand, positively impacting related companies.
Technology Stocks — The S&P 500 and Nasdaq reaching record highs, coupled with Goldman Sachs raising its year-end S&P 500 target, suggests a continued tech-driven market rally.

하락 영향

Cybersecurity Software — Zscaler (ZS)'s weak guidance and news of executive departures raise concerns about the company's performance and suggest potential for increased competition or slowing market growth.
Crude Oil — Crude oil prices trending lower despite the continued closure of the Strait of Hormuz suggests concerns about slowing global demand or potential oversupply, negatively impacting oil prices.

AI가 생성한 분석으로 투자 자문이 아닙니다.

DYAX Investor Sentiment

Bullish (Long) 36% · Bearish (Short) 64%

387 participants

Related News

원문 보기 — Yahoo Finance