US stock futures advanced on Tuesday as a rebound in chipmakers at the center of the artificial-intelligence trade overshadowed the re-escalation in the US-Iran war. The S&P 500 and Nasdaq 100 contracts climbed in early trading, led by gains in semiconductor shares including Nvidia, AMD, and Broadcom. Investors weighed the geopolitical risk from Middle East tensions against the persistent momentum in AI-related equities, which have driven market leadership for much of the year.

Chip stocks recovered from Monday's selloff, with the Philadelphia Semiconductor Index posting its biggest gain in weeks. The sector's resilience reflects sustained demand for AI infrastructure despite macroeconomic uncertainty. Meanwhile, oil prices fluctuated as traders assessed potential supply disruptions from the conflict.

Market participants remain focused on upcoming earnings from major technology companies and Federal Reserve policy signals. The interplay between geopolitical headlines and AI-driven growth narratives continues to dictate short-term market direction.