U.S. markets focused on expanding artificial-intelligence investment, strong Micron guidance and rising borrowing costs. By 05:25 ET Thursday, Dow futures had fallen 141 points, or 0.3%, while S&P 500 futures rose 17 points, or 0.2%, and Nasdaq 100 futures gained 192 points, or 0.6%. Micron reported fiscal fourth-quarter adjusted earnings of $33.42 per share on $54.23 billion in revenue and projected first-quarter revenue near $61.5 billion, while customer supply agreements reached $32 billion and outstanding performance obligations rose to about $150 billion. Google unveiled Gemini 4 Argon but limited its initial release to trusted cybersecurity vendors. Oracle reportedly secured a $7 billion, five-year Tencent agreement, and Synopsys announced partnerships with Amazon and OpenAI worth more than $1 billion. The 10-year Treasury yield temporarily reached 5.34%, its highest level since 2002, while Bitcoin traded mainly between $83,000 and $84,000 after briefly reaching $85,500.