U.S. stock market futures rose early Friday after President Trump announced he had called off military strikes on Iran. S&P 500 futures gained 0.5 percent, Nasdaq 100 futures increased 0.8 percent and Dow Jones futures climbed 0.4 percent as investors shifted focus back to growth fundamentals.
Crude oil prices fell sharply on the news, unwinding the geopolitical risk premium built into energy markets. WTI crude dropped 7.5 percent and Brent crude fell 10.0 percent. Gold rose 0.7 percent, reflecting residual caution despite the de-escalation.
The move lower in energy prices offers a direct margin benefit to logistics-heavy operators. Amazon surged 15.3 percent to $271.58, a gain that reflects both lower operational costs and renewed investor confidence in consumer-driven growth. Airlines and transportation companies are also positioned to benefit from cheaper fuel inputs.
Mega-cap technology names responded positively to reduced geopolitical risk. Microsoft gained 3.0 percent to $464.72 and Alphabet rose 6.7 percent to $356.13. The Nasdaq climbed 1.0 percent to $25,374 and the S&P 500 gained 0.7 percent to $7,490, reflecting broad risk-on sentiment as investors rotated out of defensive positions.
Nvidia rose 2.9 percent to $200.75, signaling that demand for artificial intelligence infrastructure holds when geopolitical pressure eases. Capital is flowing back into high-conviction growth names that can deliver earnings in a stable global environment.
