Chip stocks mostly jumped in overnight trading. STM up over 4%; Navitas, TSMC up over 2%; SOXL, AMD, Intel, SMCI up over 1%.

Nuclear stocks gained in overnight trading. Energy Fuels, NuScale Power up over 5%; Lightbridge, Uranium, NNE up over 4%.

Drone makers shined in overnight trading. SES AI up over 6%; Red Cat up over 5%; AeroVironment, Joby Aviation up around 4%.