U.S. stock futures are higher Thursday, led by technology and semiconductor stocks after strong Nvidia earnings and an upbeat AI outlook. 📊 Market Snapshot Dow Futures: ~-0.06% S&P 500 Futures: ~+0.40% Nasdaq 100 Futures: ~+0.93% 10Y Treasury Yield: ~4.66% VIX: ~15.0 🔥 Key Market Movers 🤖 #NVDA: Strong Q2 results and $108B Q3 revenue guidance are boosting the AI trade. 💾 AI/Semiconductors: #MU #MRVL #AVGO #SNDK #WDC #SMCI are in focus as AI infrastructure spending remains strong. ☁️ #AMZN: AWS and Nvidia plan to deploy 2M additional Nvidia GPUs, reinforcing the hyperscaler AI-capex story. 🏦 Jackson Hole: Markets are watching Fed Chair Kevin Warsh's speech tomorrow at 10:00 AM ET for rate-policy signals. 📊 Today: Jobless Claims, Trade Data, EIA Natural Gas Report and the 7-Year Treasury Auction are key events. 🎯 Market Theme Nvidia earnings + AI capex + semiconductor stocks + Treasury yields + Jobless Claims + Jackson Hole + Fed policy ThinkSabio Take: Nvidia's outlook remains supportive for the broader AI infrastructure trade, but investors should watch valuations, memory costs and Treasury yields. Stocks to watch: #NVDA #MU #MRVL #AVGO #SNDK #WDC #SMCI #AMZN