Tuesday is shaping up to be a day of mixed signals. U.S. stock futures are pointing higher across the board, with the Dow Jones, S&P 500, and Nasdaq 100 all in the green. This comes after Monday's session ended with a split personality: the Dow managed a gain, but the S&P 500 and Nasdaq took a hit.

But the market's attention is also on geopolitics. Treasury Secretary Scott Bessent just expanded sanctions on Iran, and Tehran is already vowing retaliation. Bessent's warning was blunt: "no one is above the reach of U.S. sanctions." The move is aimed at severing Iran's economic lifelines, but it also raises the stakes in a region that's home to critical oil shipping lanes. Oil prices are trying to stabilize after a steep drop, but the threat to Gulf energy chokepoints is keeping traders on edge.

On the rates front, the 10-year Treasury yield is at 4.71%, while the two-year sits at 4.24%. According to the CME Group's FedWatch tool, markets are pricing in a 42.1% chance that the Federal Reserve hikes rates at its September meeting. That's not a done deal by any means, but it's a meaningful shift in expectations.

Here's a quick look at where the major indices stand in premarket:

The ETFs that track these benchmarks are also moving. The SPDR S&P 500 ETF Trust (SPY) is up 0.37% at $766.30, while the Invesco QQQ Trust ETF (QQQ) has advanced 0.69% to $711.21.

Stocks In Focus

Longeveron

Longeveron Inc. (LGVN) is taking a hit in premarket, dropping 13.62% after the company announced a 1-for-10 reverse stock split. That's a classic move to boost the share price, but investors often react negatively in the short term. Market data suggests LGVN maintains a strong price trend in the short, medium, and long terms, which might offer some comfort to long-term holders.

Navitas Semiconductor

Navitas Semiconductor Corp. (NVTS) is jumping 6.21% after signing an agreement to acquire Claros, a power-management firm that specializes in vertical power delivery (VPD) and integrated voltage regulator (IVR) technology for AI data centers. This is a strategic move to tap into the AI infrastructure boom, and investors seem to like it. Market data indicates NVTS has a weak price trend in the short and medium terms but a strong trend in the long term.

Gorilla Technology Group

Gorilla Technology Group Inc. (GRRR) is plunging 9.72% after missing EPS estimates by a wide margin. For the first six months of the year, the company reported a loss of 58 cents per share, missing the 20 cents estimate by 590%. Revenue, however, came in at $78.4 million, well above the expected $36.7 million. So it's a mixed bag, but the earnings miss is weighing heavily. Market data shows GRRR maintains a weak price trend in the short, long, and medium terms.

Real Brokerage

Real Brokerage Inc. (REAX) is in freefall, down 88.96% after announcing a $450 million share repurchase authorization plan. That's a counterintuitive reaction, as buybacks are usually seen as a positive signal. But the market may be reacting to the size of the plan relative to the company's market cap, or perhaps concerns about how it will be funded. Market data indicates REAX has a weak price trend in the long term but a strong trend in the short and medium terms.

Zoom Communications

Zoom Communications Inc. (ZM) is down 0.057% as investors await its quarterly earnings after the closing bell. Analysts expect the company to post earnings of $1.48 per share on revenue of $1.27 billion. Market data suggests ZM maintains a strong price trend in the short, long, and medium terms, with a moderate value score.

Cues From Last Session

Monday's session saw consumer staples, utilities, and financial stocks lead the gains, pushing most S&P 500 sectors higher. Energy and information technology shares, on the other hand, faced the heaviest losses. Here's how the major indices closed:

Insights From Analysts

Veteran market strategist Ed Yardeni is doubling down on his bullish thesis. He's maintaining his signature view that the U.S. is in a productivity-driven "Roaring 2020s" phase. Despite near-term volatility from rising Treasury yields, trade tensions, and rate debates, Yardeni projects the S&P 500 will hit 8,250 by year-end and reach 10,000 by the end of the decade.

Yardeni attributes this momentum to technology and resilient spending, not just market speculation. He argues the rally is fueled by genuine corporate performance, coining the term "FEMO" (Fabulous Earnings Momentum) as opposed to the more familiar "FOMO" (Fear of Missing Out). He sees artificial intelligence and digital innovation as productivity "fairy dust" that cuts costs and expands profit margins across industries.

While acknowledging potential turbulence, such as sovereign debt pressures and policy shifts, Yardeni sees low odds of a credit-fueled downturn. He notes, "it's credit crunches that are the killers" for economic expansions. Absent a severe credit event, he expects strong consumer capital and corporate earnings to sustain this long-term bull market.

Upcoming Economic Data

Investors have a few data points to watch on Tuesday:

• June's S&P Cotality Case-Shiller home price index data will be released by 9:00 a.m. ET.
• July's new home sales data, along with August's Conference Board consumer confidence index data, will be out by 10:00 a.m. ET.

Commodities, Crypto, And Global Equity Markets

Crude Oil WTI futures are trading lower in the early New York session, down 1.99% to hover around $83.32 per barrel. Gold Spot US Dollar fell 0.49% to hover around $4,628.38 per ounce. The U.S. Dollar Index spot is 0.03% higher at the 99.0330 level.

Meanwhile, Bitcoin (BTC) is trading 3.80% higher at $79,955.49 per coin over the last 24 hours.

Asian markets were mixed on Tuesday, with Australia's ASX 200, South Korea's Kospi, and Japan's Nikkei 225 indices rising. Hong Kong's Hang Seng, China's CSI 300, and India's Nifty 50 indices fell. European markets are higher in early trading.