US stock futures climbed to session highs on Friday after the monthly payrolls report showed hiring rose more than expected, lifting investor sentiment across markets. Semiconductor stocks led the rally, with the sector's biggest names posting notable gains as traders digested the labor market data.

The stronger-than-forecast hiring gave investors confidence that the economy remains on solid footing, even as markets navigate ongoing uncertainty. Tech-heavy indexes benefited particularly from the semiconductor surge, which helped push futures higher into the close. The payrolls beat suggested labor market resilience despite broader economic concerns.

Oil held steady as the Iran ceasefire appeared to remain intact despite overnight clashes near the Strait of Hormuz. The geopolitical situation remained tense but contained, preventing a spike in energy prices that could have dampened the equity rally.