Stock Markets March 25, 2026

Premarket Gains for Index Futures as Oil Falls; Chevron, Exxon Mobil Slide While Travel and Miners Rally

Investors price in potential U.S.-Iran talks; select corporate moves drive notable premarket activity

By Sofia Navarro CVX
Premarket Gains for Index Futures as Oil Falls; Chevron, Exxon Mobil Slide While Travel and Miners Rally
CVX

U.S. equity futures climbed Wednesday morning as markets weighed reports that mediators could organize peace talks between the U.S. and Iran. Growing hopes for a resolution to the month-long conflict coincided with a drop in oil prices and mixed corporate headlines that pushed energy shares lower while lifting travel, mining and select technology names in premarket trading.

Key Points

  • U.S. futures rose early Wednesday as reports suggested mediators could set up peace talks between the U.S. and Iran.
  • Energy majors Chevron and Exxon Mobil declined more than 1% amid lower oil prices tied to the reported prospect of talks.
  • Travel stocks, cruise operators and precious-metals miners rallied on hopes that reduced geopolitical risk would ease fuel-cost and safe-haven pressures.

U.S. stock-index futures were trading higher early Wednesday as market participants digested reports that mediators may facilitate peace discussions between the U.S. and Iran this week. By 07:11 ET (11:11 GMT), the Dow futures contract had advanced 439 points, or 1.0%, S&P 500 futures were up 58 points, or 0.9%, and Nasdaq 100 futures had risen 250 points, or 1.0%.

In sector moves tied to the headlines, major oil companies Chevron and Exxon Mobil each fell more than 1% in premarket trade. Those declines tracked a broader pullback in oil prices that followed media coverage suggesting mediators could arrange talks toward ending the nearly month-long conflict between the U.S. and Iran.

Conversely, travel-related equities responded positively to the same reports. United Airlines and Delta Air Lines, along with other carriers, gained as investors anticipated easing geopolitical risk that has weighed on the industry. Cruise operator Carnival Corp. also rose, supported by expectations that reduced hostilities would help avoid a sharp Iran-related increase in fuel costs to which analysts have said Carnival could be exposed.

Precious-metals miners, which had been pressured by a fall in gold and silver during the conflict, also saw gains in premarket trading, reflecting the shifting risk perception tied to the reported prospect of talks.

Several individual companies posted sizable premarket moves driven by corporate developments. Online pet-supplies retailer Chewy reported fourth-quarter adjusted earnings that substantially beat analyst expectations, prompting a strong premarket rally in its shares.

Pharmaceutical company Merck announced that it reached an agreement to acquire Terns Pharma in a transaction valued at $6.7 billion, a deal described as aimed at enhancing its oncology pipeline.

Space and communications-related stocks including EchoStar, Rocket Lab, and AST SpaceMobile climbed after The Information reported that SpaceX intends to file a prospectus for an initial public offering as soon as this week. The market reaction reflected investor interest in potential new listings tied to the space sector.

Chip designer Arm Holdings jumped after saying it will begin selling its own processors and estimating that the new business could generate roughly $15 billion in annual revenue within five years. Software company Braze saw shares surge following a first-quarter revenue forecast that exceeded expectations.

Overall, the premarket session combined macro-driven moves tied to geopolitical headlines with company-specific news across retail, pharmaceuticals, aerospace and semiconductors, producing a mix of sector-level upside and downside depending on exposure to oil prices and conflict-related risks.

Risks

  • Oil-price sensitivity for energy and fuel-exposed transport operators - ongoing uncertainty in U.S.-Iran relations could quickly reverse current price moves.
  • Market reaction to media reports - moves tied to reports about potential talks may be volatile and subject to revision as more information becomes available.
  • Dependence on company-specific outcomes - earnings beats, M&A deals and IPO filing reports can drive sharp premarket swings that may change with subsequent corporate disclosures.

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