Markets Ignore Middle East Tensions… Is the AI Rally Back On?

U.S. and European equities pushed higher as investors looked past renewed military activity in the Middle East and focused on AI-driven growth and resilient economic data. Here's what moved the markets: • U.S. and European stocks rallied, led by semiconductor shares. • Oil prices eased as fears of a prolonged Strait of Hormuz disruption faded. • Initial jobless claims fell, highlighting continued strength in the U.S. labour market. • Existing home sales weakened, signalling ongoing pressure in the housing sector. • Treasury yields edged higher as investors assessed the latest FOMC minutes and inflation outlook. • Micron gained after announcing an additional $3 billion investment to expand the U.S. semiconductor supply chain. With AI optimism, resilient employment data, and geopolitical risks all competing for attention, traders should prepare for continued volatility across equities, commodities, and currencies. Follow for daily macroeconomic analysis, market updates, and actionable trading insights. Join my live market sessions to stay ahead of the biggest market-moving events. #StockMarket #MarketUpdate #Semiconductors #ArtificialIntelligence #Micron #FOMC #FederalReserve #InterestRates #Oil #Gold #Forex #Trading #Investing #Macroeconomics #EconomicData #USMarkets #EuropeanMarkets #MarketAnalysis #TradingEducation #ACYSecurities Join my next live session here - https://acy.com.au/en/education/webinars/ This is not financial advice - Trading involves risk. ACY Capital LLC 2610 2022