A.M. Update

S&P futures are up +0.3% and Nasdaq, +0.6%. Enthusiasm surrounding earnings reports from SpaceX (SPCX +7.85%) and Super Micro Computer (SMCI +12.85%) is providing a boost to AI-related names, while Reuters reports that Micron (MU +2.95%) has signed deals with the Taiwan union, adding to the positive sentiment surrounding semiconductor stocks. Yields are 1-2 basis…