ACN

Markets are navigating a complex landscape defined by a powerful AI-driven rotation into semiconductors and growing geopolitical de-escalation in the Middle East. While bullish sentiment is euphoric in chip stocks, a counter-narrative questioning the AI return-on-investment for big tech is gaining t

Markets are grappling with conflicting signals as a hawkish Federal Reserve pivot overshadows positive geopolitical and sector-specific news. The Fed held rates but signaled a “higher for longer” environment with inflation forecasts pushed to 2028, strengthening the $USD and pressuring equities.