U.S. stock index futures were mixed Thursday as investors assessed Micron earnings and prepared for additional economic data. By 05:25 ET, 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%. Alphabet shares rose about 2% before the market opened after Google introduced Gemini 4 Argon, an artificial intelligence model the company said offers stronger coding and cybersecurity performance than rival models at lower prices. Google plans to provide initial access to trusted cybersecurity researchers, followed by paid API customers and Google AI Ultra subscribers, then developers, businesses and consumers. Rocket Lab climbed 5.2% to $73.27 after signing its largest single commercial launch agreement, a 20-mission Electron contract with Tokyo-based Earth observation company Synspective. The contract covers 20 StriX synthetic aperture radar satellites launching from New Zealand between 2028 and 2031, taking Synspective's contracted Electron missions to 47 and Rocket Lab's overall backlog above 100 missions for the first time. Vicor jumped 10.8% to $320.08 after raising its third-quarter 2026 sequential revenue growth outlook to more than 30% from more than 20%, citing higher-than-expected royalties from its first non-exclusive license for Vertical Power Delivery technology. Monte Rosa Therapeutics surged 20% ahead of a live webcast at 8 a.m. ET Thursday featuring complete Phase 1 GFORCE-1 results for MRT-8102, its NEK7-directed molecular glue degrader. Constellation Energy rose 3.9% after announcing a 20-year power purchase agreement with Amazon for 690 megawatts of nuclear power from Maryland's Calvert Cliffs Clean Energy Center, plus about 190 megawatts of new emissions-free capacity expected between 2030 and 2032 and supported by more than $3 billion in infrastructure investment. Oracle gained 1.6% after the Financial Times reported that Tencent had signed a $7 billion, five-year agreement to access roughly 100,000 advanced AI chips across Oracle data centers in Southeast Asia. Synopsys rose 2.5% after announcing a multiyear AWS agreement worth more than $1 billion covering silicon intellectual property and engineering software for Amazon's Nitro, Graviton and Trainium processors. Nu Holdings advanced 3.9% to $13.15 after saying it was not pursuing a transaction with Monzo, reversing some pressure caused by reports that it was considering acquiring the U.K. digital bank at a valuation of £8 billion to £10 billion. Liquidia fell 5.2% to $28.70 after a Delaware federal court found that its YUTREPIA inhaled therapy infringed two United Therapeutics patent claims. Zealand Pharma dropped 11.7% after partner Boehringer Ingelheim released Phase 3 SYNCHRONIZE-2 results for survodutide, which met both co-primary endpoints and produced up to 13.1% average weight loss versus 3.1% for placebo over 76 weeks. BJ's Restaurants rose 4.9% after Mizuho upgraded the chain to Outperform from Neutral and lifted its price target to $76 from $74, citing field checks and raising its third-quarter same-store sales estimate to 5.5% from 4.6%, above the 4.3% Street consensus.