U.S. stock markets posted small gains Tuesday as semiconductor stocks rebounded, though investors remained focused on developments in the Middle East and mixed signals from the technology sector.

Software stocks experienced a reversal that has traders preparing for potential further declines ahead. The sector's weakness contrasted with gains in chip stocks, highlighting divergent performance within the broader technology space.

In China, regulatory authorities issued warnings about online shopping practices, which negatively impacted shares of Chinese technology companies. The cautionary guidance from Beijing officials underscored ongoing regulatory scrutiny of the country's tech sector.

Meanwhile, infrastructure deals saw significant movement as a Chinese firm secured a contract to revamp Kenya's airport facilities following the fallout from India's Adani Group. The contract shift reflects changing dynamics in international infrastructure partnerships.

In corporate news, Oracle shares declined following its fourth-quarter results, with analysts citing concerns about gross margin pressure and potential capital raising plans. Separately, InterDigital and Amazon reached an agreement to end their ongoing litigation, resolving a dispute between the technology companies.

The European aerospace sector also saw activity as Airbus reportedly explored a potential partnership with Sweden's Saab, signaling possible shifts in fighter jet alliances across Europe.