U.S. stocks are attempting a broader recovery as falling Treasury yields support growth equities and strong corporate results reinforce demand for artificial-intelligence infrastructure. S&P 500 futures rose roughly 0.5% and Nasdaq futures about 0.2% Thursday after Wednesday’s cash session ended a three-day decline. The S&P 500 and Nasdaq each gained 0.5%, while the Dow advanced 295 points, or 0.6%, and the Russell 2000 outperformed with a 1.1% increase. Regional banks, airlines and precious-metal miners also rose, indicating buying beyond mega-cap technology, while Nvidia added 3.2%. Dell surged 15.8% after raising its annual revenue forecast to $192 billion and citing a $95 billion AI-server backlog. Snowflake gained more than 23% after hours following strong results and improved guidance. Broadcom reported third-quarter revenue of $29.59 billion, with AI-chip sales soaring 221% to $16.7 billion, and lifted its longer-term AI-chip revenue outlook to approximately $115 billion in 2027 and $230 billion in 2028. Its fourth-quarter revenue guidance of $34.8 billion was slightly below Wall Street’s $35.03 billion estimate, tempering the immediate market response. The retreat in Treasury yields is helping growth stocks after the 10-year yield recently approached 5%; lower yields increase the present value of distant profits and make bonds less competitive with equities. Weak private-sector hiring has raised the stakes for Friday’s nonfarm payrolls (monthly U.S. jobs report), which is expected to show roughly 56,000 new jobs. Markets price a 60%–65% chance of a September Federal Reserve rate increase, leaving stocks sensitive to employment, wages and unemployment. Asian equities followed Wall Street higher, while a firmer yen reflected growing expectations for another Bank of Japan rate hike. Gold rebounded more than 1% toward $4,435 as the dollar and yields softened, suggesting traders were reducing rate risk, though Friday’s data could reverse those moves. Brent crude eased toward $95 and WTI fell below $91 after the latest U.S.-Iran exchange produced no immediate follow-up attack, but oil remained high enough to complicate inflation.