During Tuesday's US pre-market session, market sentiment displayed significant divergence. Stock index futures gradually recovered after an early dip. Investor attention is shifting from geopolitical risks to the second-quarter earnings season now underway, with the financial sector's performance becoming a key focus. Meanwhile, tech stocks faced considerable pressure as IBM's preliminary results fell short of Wall Street expectations.

Performance in the semiconductor sector was mixed. Tower Semiconductor surged nearly 20% after announcing plans to expand capacity in Japan, focusing on silicon photonics and advanced packaging with support from Japanese government subsidies. In contrast, IBM shares plunged nearly 19% due to weak infrastructure business resulting in missed targets. This pessimism spread to software stocks such as Accenture and ServiceNow, which also declined in pre-market trading. Benefiting from rising demand for AI infrastructure, the cryptocurrency and energy sectors remained active. CleanSpark announced a 20-year infrastructure lease agreement with a global tech enterprise, expected to generate approximately $6.6 billion in revenue, sending its stock up over 15%. Liberty Energy rose about 6% after establishing a strategic partnership with SLB to jointly develop modular infrastructure for data centers.

In terms of banking earnings, despite several giants exceeding profit expectations, market reactions remained relatively calm. JPMorgan Chase's second-quarter profit and revenue both beat estimates, but since most profits stemmed from one-time investment gains, investors held reservations about data quality, causing the stock to fall slightly. Bank of America saw quarterly profits surge significantly, supported by record trading revenue, yet its stock still dipped slightly. Wells Fargo bucked the trend with improved net interest income and profit growth, leading to a rise in its share price. As the financial sector leads the earnings disclosures, the market will now watch whether tech stocks can find support following the negative shock, and whether geopolitical developments will once again become the primary trading theme.