AI Rally Returns
- Global markets rebounded as chip stocks surged, with the Nasdaq 100 posting its best day in three weeks.
- Investors are returning to AI and semiconductor stocks after the recent selloff.
Oil Turns Up the Heat
- Brent crude climbed above $92 as hopes for quick US-Iran talks faded, reviving inflation concerns.
- Higher oil prices pushed bond yields higher, adding pressure on interest rate expectations.
Gold Glitters Again
- Gold crossed $4,100 an ounce as safe-haven demand strengthened.
Corporate Watch
- Super Micro Computer jumped after reporting a record AI server backlog.
- Moonshot AI is preparing for a new funding round before its Hong Kong listing.
- Alphabet, Tesla and Intel earnings are in focus this week.
What to Watch
This week could be a turning point for markets. Strong earnings from Big Tech could reignite the AI rally, while any disappointment may shift attention back to inflation, interest rates and geopolitical risks.