Pre-market news roundup for US stocks: US plans to ban imports of new data center components from China; Bessent says a deal with Iran could be reached tomorrow.

Key pre-market news for US stocks is as follows: 1. The Trump administration is drafting a ban on imports of new Chinese data center components. The US Federal Communications Commission (FCC) plans to impose import restrictions on Chinese optical transceivers—used for high-speed data transmission over data center fiber optics—and aims to announce and implement the measures within this year. 2. US Treasury Secretary Scott Bessent said an agreement with Iran to open the Strait of Hormuz could be reached as early as tomorrow. 3. SK Hynix and SanDisk have released the first standard specification for HBF (High Bandwidth Flash) via the Open Compute Project (OCP), and showcased related AI memory solutions at FMS 2026 held in Santa Clara, California. 4. Huawei’s semiconductor chief warned that NVIDIA’s chip scaling is approaching physical limits, and crossing the threshold could trigger an "avalanche" effect. 5. JPMorgan Chase’s latest report notes that it remains bullish on the "tech + cyclical" mix for stock allocations, while recommending adding healthcare as a third investment pillar to reduce the overall portfolio’s correlation with macroeconomic factors. 6. Yesterday, US spot Bitcoin ETFs posted a net inflow of $170.1 million, while spot Ethereum ETFs saw a net outflow of $11.9 million.