AMD's big day, Anthropic-SpaceX deal, the jet fuel crisis and more in Morning

Happy Thursday. If you live in the Sun Belt, you could soon be on the road next to a driverless big rig. Distribution giant McLane is planning to deploy unsupervised, self-driving trucks on routes in the region by the end of the year.

Stock futures are slightly higher this morning after another positive day on Wall Street.

Here are five key things investors need to know to start the trading day:

Advanced Micro Devices wowed Wall Street yesterday with a strong first-quarter report and a better-than-expected forecast for the current quarter. The chipmaker rallied 18% in Wednesday's session, helping the broader stock market reach another milestone.

Here's what to know:

• AMD's stock has now skyrocketed roughly 320% over the last 12 months as the shift toward agentic artificial intelligence boosts demand for its central processing units.
• CEO Lisa Su told CNBC yesterday that the demand boom for its CPUs led the company to double its long-term outlook: "Agents are really driving tremendous demand in the overall AI adoption cycle, and we're very excited to be in the middle of it," she said.
• Goldman Sachs gave the stock a big upgrade following its banner report. Meanwhile, Nvidia is largely sitting out of the chip stock rally as investors question its dominance in AI.
• AMD's climb in yesterday's session propelled the Nasdaq Composite to another all-time high and the S&P 500 to its first close above 7,300.
• Follow live markets updates here.

Fast-food giant McDonald's beat top- and bottom-line expectations for the first-quarter this morning, reporting same-store sales growth of 3.8% in the period. Shares are up more than 3% before the bell.

In a statement, CEO Chris Kempczinski said the results prove that the company is able to "drive results even in a challenging environment." Other restaurant companies have said that their sales slowed in March as consumers felt pressure from rising gas prices.

As CNBC's Amelia Lucas notes, McDonald's has leaned into value meals to keep diners coming back. It's also trying to win over customers with marketing campaigns, featuring tie-in meals with brands like "KPop Demon Hunters" and "The Super Mario Galaxy Movie."

New government data shows U.S. airlines spent 56% more on jet fuel in March as the Iran war crippled supply and sent prices soaring. In total, domestic airlines shelled out more than $5 billion on fuel in the month.

In Asia and Europe, jet fuel shortages could disrupt the upcoming summer travel season. Speaking to CNBC's "Squawk Box" yesterday, Matt Smith, Kpler's director of commodity research, likened the fuel deficit to "a slow motion car crash."

Yet while energy prices spike, quarterly reports from Disney and Uber yesterday both painted the picture of a resilient consumer still willing to spend on vacations and rides. Disney reported a 7% increase in revenue from its parks and cruises division, while Uber posted revenue growth in both its delivery and ride-hailing units.

Hours earlier, Anthropic CEO Dario Amodei said at a conference that the company has had "difficulties" meeting compute demand. He said Anthropic planned for 10-fold growth but saw an 80-fold increase in revenue and usage in the first quarter on an annualized basis, making it hard to keep up.

CNBC 의 애슐리 카푸트 (Ashley Capoot) 는 두 회사의 합의가 스페이스 X (SpaceX) 창업자 일론 머스크 (Elon Musk) 가 안트로픽 (Anthropic) 에 대한 이전 비판을 고려했을 때 다소 놀라운 결과였다고 지적했습니다. 머스크는