Pre-market US stock digest: SpaceX reportedly places massive AI server order; Anthropic reportedly testing AMD's AI GPUs

Odaily Planet Daily News Before the U.S. stock market opens, investors need to focus on the following key financial news:

1. The three major U.S. stock index futures are moderately higher. Dow Jones futures rose 0.26%, S&P 500 futures rose 0.45%, and Nasdaq 100 futures rose 0.92%.

2. International oil prices rose briefly. WTI crude oil futures rose 0.08% to $81.843 per barrel; Brent crude oil futures rose 0.28% to $88.345 per barrel. On the news front, the Houthis announced a "maritime navigation ban" on Saudi Arabia.

3. International gold and silver spot prices were mixed. Spot gold fell 0.12% to $4,011.46 per ounce; spot silver rose 1.75% to $56.86 per ounce.

4. Europe's three major stock indices were mixed. The UK's FTSE 100 fell 0.29%, France's CAC 40 rose 0.29%, and Germany's DAX 30 rose 0.24%.

5. SpaceX plans to order approximately 13,000 Nvidia GB300 AI server racks from Hon Hai, with the transaction size potentially reaching $52 billion. Hon Hai is expected to start shipping in Q4 of this year.

6. JPMorgan said it is "premature" to price in the inflection point for semiconductors into the market now, expecting earnings growth to drive a rebound in the U.S. chip sector.

7. Semiconductor research firm SemiAnalysis stated that by analyzing GitHub code published by AMD executives, Anthropic may become a customer for its AI GPUs, with signs of collaboration between the two parties appearing in public code.

8. U.S. optical communications and memory sectors rose in pre-market trading. Lumentum rose over 3%, Coherent and Corning rose over 2%; SK Hynix, Micron Technology, and SanDisk rose over 4%.