Are U.S. stocks absolutely crushing it or what? The Nasdaq surged 3.4%! Semiconductor stocks are celebrating across the board. Why are they rising, and can they keep going?
First, let’s talk about why they’re up.
The market’s surge comes down to two words: oil prices! Trump said U.S.-Iran negotiations were making progress and a resumption of large-scale military action was unlikely. Iran has also submitted peace proposals several times. So oil prices tanked!
WTI crude has fallen nearly 20% from its peak earlier this month! With oil prices plunging, inflation worries eased in an instant, and the market bounced right back.
So this rally isn’t just a rebound after the market fell too far—it’s also backed by some genuinely good news. The question is: can it keep climbing?
Quite possibly! Oil has fallen a huge amount—20%! It’s nearly back to normal levels. If prices stay there, next month’s CPI numbers should look great, and every data release could give the market a boost.
There is one big condition, though: the U.S. and Iran have to stop fighting. Hopefully, everything goes smoothly.
On top of that, Morgan Stanley and UBS both said, “Last week’s AI sell-off was overdone.” Now investors are rushing back in. AMD surged 13%, Broadcom gained over 8%, and battered storage and optical communications stocks staged a big rebound across the board.
And yesterday at noon, Benqin was telling everyone to go all in on tech stocks: Google, Intel, storage, and SOXL!
Bought before the bell, and by the time the market opened that evening—wow, they were through the roof! Congrats, everyone. Keep making those big moves every day~
First, let’s talk about why they’re up.
The market’s surge comes down to two words: oil prices! Trump said U.S.-Iran negotiations were making progress and a resumption of large-scale military action was unlikely. Iran has also submitted peace proposals several times. So oil prices tanked!
WTI crude has fallen nearly 20% from its peak earlier this month! With oil prices plunging, inflation worries eased in an instant, and the market bounced right back.
So this rally isn’t just a rebound after the market fell too far—it’s also backed by some genuinely good news. The question is: can it keep climbing?
Quite possibly! Oil has fallen a huge amount—20%! It’s nearly back to normal levels. If prices stay there, next month’s CPI numbers should look great, and every data release could give the market a boost.
There is one big condition, though: the U.S. and Iran have to stop fighting. Hopefully, everything goes smoothly.
On top of that, Morgan Stanley and UBS both said, “Last week’s AI sell-off was overdone.” Now investors are rushing back in. AMD surged 13%, Broadcom gained over 8%, and battered storage and optical communications stocks staged a big rebound across the board.
And yesterday at noon, Benqin was telling everyone to go all in on tech stocks: Google, Intel, storage, and SOXL!
Bought before the bell, and by the time the market opened that evening—wow, they were through the roof! Congrats, everyone. Keep making those big moves every day~
