S&P 500, Dow futures flat ahead of nonfarm payrolls; chip and software shares climb

Nasdaq 100 futures outperformed as upbeat guidance from AI-linked software and semiconductor names lifted growth sectors, while S&P 500 and Dow futures stayed flat ahead of July nonfarm payrolls. With Fed expectations finely balanced between a hold and a hike, the jobs report is a near-term volatility catalyst for rates-sensitive equities. Separately, U.S. polysilicon tariffs support domestic supply chains but add input-cost uncertainty.