It's Starting To Look Like A Bubble - Market Outlook (Ep. 30)
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概要
This past week, U.S. stocks gained overall, with the S&P 500 rising 2.3% and the Nasdaq surging an astounding 5.5% on strong AI and tech momentum. Markets navigated volatile oil prices driven by Middle East tensions, while semiconductor stocks saw significant gains following positive industry developments. Technology led the gains, with the NASDAQ experiencing a strong week. Key movers included chip stocks like MU, AMD and QCOM. INTC shares jumped roughly 16% on reports of a preliminary deal to manufacture chips for AAPL, boosting the semiconductor sector on Friday. Earnings results have remained strong, with roughly 83% of S&P 500 companies beating expectations, alleviating concerns that higher energy costs or tariffs would hit profit margins.
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