5 Crucial Market Insights You Need Before Today’s Opening Bell

Wall Street's morning caffeine rush kicks off with these make-or-break factors.

1. Futures Flash: Pre-market tremors signal volatility ahead

2. Earnings Landmines: Three S&P 500 giants report before noon

3. Fed Whispers: The quiet panic behind today's bond moves

4. Crypto Contagion: How Bitcoin's latest swing infects traditional markets

5. The China Factor: One obscure import stat that could tank tech stocks

Bonus: Remember when 'fundamentals mattered'? Neither do today's algorithms.

1. US Stock Futures Edge Higher After Indexes Rebound From Selloff

U.S. stock futures are pointing higher after indexes surged Monday to rebound from last week's selloff.  Nasdaq futures are 0.4% higher after the tech-heavy index gained 2% in the prior session, while S&P 500 futures are up 0.3% after the benchmark index rose 1.5% yesterday. Dow Jones Industrial Average futures are little changed. Bitcoin (BTCUSD) is NEAR flat at nearly $115,000. The yield on the 10-year Treasury note is higher. Oil and gold futures are both declining.

2. Palantir Stock Surges on Strong Earnings, Raised Outlook

Palantir (PLTR) shares are jumping by more than 6% in premarket trading after the tech firm posted better-than-expected second-quarter results and raised its outlook on strong demand for its Artificial Intelligence Platform. The AI software company reported adjusted earnings of 16 cents on revenue that jumped 48% year-over-year to a record $1 billion, above estimates compiled by Visible Alpha. Palantir's commercial business nearly doubled from a year ago, while its U.S. business grew 68%. Palantir sees third-quarter sales of $1.08 billion to $1.09 billion, and full-year revenue of $4.14 billion to $4.15 billion, both ranges above analysts' estimates.

3. AMD to Report Q2 Results After Bell

Advanced Micro Devices (AMD) is set to report second-quarter results after the closing bell today after a strong run for the chipmaker's stock amid hopes export curb headwinds could soon ease. Analysts surveyed by Visible Alpha expect AMD to report adjusted EPS of $0.48 on revenue that jumped 27% revenue to $7.43 billion on strong data center sales. AMD warned in May that it WOULD likely take a hit from tighter restrictions on chip exports to China, though the company said last month that it plans to restart exports of its MI308 chips once it receives final approval from U.S. authorities. AMD shares are higher by nearly 2% in premarket trading.

4. TSMC Discovers Leak of Trade Secrets, Reportedly Fires Employees

Taiwan Semiconductor Manufacturing Co. (TSM) has reportedly discovered a leak of trade secrets related to its advanced chipmaking process and has taken disciplinary actions against the employees involved. Multiple outlets reported that TSMC said its comprehensive monitoring process allowed it to discover the issue and carry out a swift internal investigation. Nikkei Asia reported that the company fired several employees for attempting to obtain proprietary information on 2-nanometer chip development. TSMC, the world's largest contract chipmaker, is a key supplier to Nvidia (NVDA) and Apple (AAPL). TSMC shares are edging higher in premarket trading.

5. Vertex Stock Plummets as Firm Stops Development of Pain Treatment

Vertex Pharmaceuticals (VRTX) shares are falling 14% in premarket trading after the drugmaker said it would end development of its VX-993 pain treatment after tests failed to meet goals. The news trumped better-than-expected second-quarter results, as Vertex's adjusted earnings per share of $4.52 and revenue that increased 12% to $2.96 billion topped Visible Alpha projections. Last quarter, Vertex said that research and development costs were weighing on results.