U.S. stock futures are higher Tuesday morning, led by technology and semiconductor stocks as investors position ahead of Nvidia's earnings tomorrow. The market is also watching Treasury yields, Bitcoin's move above $80,000, oil prices, Iran-related developments and U.S.-Canada trade tensions. 📊 U.S. Market Snapshot Dow Futures: ~+0.5% S&P 500 Futures: ~+0.5% Nasdaq 100 Futures: ~+1.0% 10-Year Treasury Yield: ~4.67% VIX: ~15.8 Brent Crude: ~$88 Gold: ~$4,690 Bitcoin: ~$79,000–80,000 🔥 Major Market Catalysts 🤖 #NVDA — Nvidia Earnings Nvidia's earnings on Wednesday after the market close remain the week's biggest corporate catalyst. Investors will focus on AI demand, data-center growth, margins and forward guidance. A strong or weak outlook could influence the broader semiconductor and AI complex. ₿ #BTC — Bitcoin Breaks Above $80K Bitcoin briefly moved above $80,000, reaching its highest level since May. The move has also supported crypto-related equities as investors continue to favor the cryptocurrency amid strong recent momentum. 🏦 Treasury Yields The 10-year Treasury yield is around 4.67%. Markets remain sensitive to long-term borrowing costs, particularly for high-growth and technology stocks. Investors are also watching Treasury buybacks and this week's inflation data for clues about the rate outlook. 🛢️ Iran & Oil Brent crude has retreated toward $88/barrel despite continued U.S. pressure on Iran. Markets are currently viewing the latest sanctions measures as less disruptive to immediate oil supply, but further escalation could quickly change the outlook for crude and inflation. 🇺🇸🇨🇦 U.S.-Canada Trade Trade tensions remain elevated after the latest deterioration in U.S.-Canada relations. Investors are watching potential tariffs and Canada's response, particularly for automotive and industrial companies exposed to cross-border trade. 📊 Today's Economic Data 08:00 AM ET — Thomas Barkin Speaks 09:00 AM ET — Case-Shiller Home Price Index / FHFA House Price Index 10:00 AM ET — Consumer Confidence / New Home Sales / Richmond Fed Manufacturing 11:00 AM ET — Treasury Bill Announcements & Buyback Announcement 01:00 PM ET — 2-Year Treasury Note Auction 02:00 PM ET — Treasury Buyback Results 04:00 PM ET — Thomas Barkin Speaks 📅 What's Ahead Wednesday: #NVDA earnings + GDP + Durable Goods + Personal Income/Outlays + PCE inflation data Thursday: Jobless Claims + Trade data + Jackson Hole begins Friday: Fed Chair Kevin Warsh speaks at Jackson Hole The PCE inflation report and Warsh's Jackson Hole remarks could be particularly important for expectations around Federal Reserve policy. 🎯 Market Theme Nvidia earnings + AI/semiconductors + Bitcoin >$80K + Treasury yields + PCE inflation + Iran/oil + U.S.-Canada trade With technology stocks rebounding this morning, #NVDA remains the key near-term catalyst, while Treasury yields and upcoming inflation data will determine how much room high-growth stocks have to extend the recovery.