Global Markets Return to Risk-On Mode as AI Stocks Rebound on US-Iran Deal Hopes

MacroPrice Action Impact 4
โดย Money & Banking·GLOBAL·Read original
Summary · why it matters

Global financial markets turned positive as investors piled back into technology and artificial intelligence stocks, buoyed by hopes that the United States and Iran will reach a temporary agreement to reopen shipping through the Strait of Hormuz. S&P 500 futures edged up 0.2 percent, signaling a potential push to fresh record highs. Foxconn, a key supplier to Nvidia, reported July sales surged 54.2 percent to 946.5 billion Taiwan dollars, underscoring robust global demand for AI infrastructure. Still, some AI names faced headwinds. SpaceX tumbled more than 8 percent after unveiling plans to ramp up AI investment beyond market expectations, while AMD slid around 7 percent after issuing a weaker sales outlook. Brent crude oil prices recovered slightly to near 80 dollars a barrel, having slumped more than 5 percent the previous day. Easing Middle East tensions helped alleviate inflation pressures, prompting investors to scale back bets on further interest rate hikes by the Federal Reserve. US Treasury yields declined, while gold prices climbed more than 2 percent to around 4,160 dollars an ounce. Overall, global markets have swung back into risk-on mode, driven by confidence in AI growth and hopes for a de-escalation of the US-Iran conflict.

Impact on stocks 5

Artificial Intelligence± Mixed · 3 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Foxconn, a key supplier, reported surging sales, underscoring robust demand for AI infrastructure.

Electrification & Mobility▲ · 1 stocks
Others▲ · 1 stocks

Theme Impact 3

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