Tech & semiconductors stay strong
I see this as more likely a short-term rebound first, not yet proof of a new strong rally.
Why?
10-year yield below 5% → helps growth stocks.
Oil falling → reduces inflation pressure.
AI/chips strong → brings investors back to NVDA, AMD, MU, INTC.
But the Fed is still hawkish, with rates at 3.75%–4.00%.
If the 10-year yield goes back above 5%, tech stocks could face pressure again.
What I would watch:
Yield ↓ + Oil ↓ + AI earnings ↑ = rally has a better chance to continue.
If only tech rebounds for a few days while yields rise again, it may be just a relief rally.
Bottom line: I would not chase aggressively yet. Watch Treasury yields and AI/chip strength first.
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