Key Drivers of the Rally
Fed Rate Cut
The Federal Reserve cut short‐term interest rates by 25 basis points this week — the first rate cut in a while. That typically boosts equities because borrowing costs fall, making future earnings more valuable.
The cut also signalled that further easing might be possible, which increases optimism about slower financing conditions ahead.
Strong Tech & AI Sentiment
Tech names, especially those involved in AI, chip manufacturing, cloud, data centres, have had good news. For example, Nvidia & Intel made a joint investment/partnership plan which lifted Intel heavily and helped boost tech indices.
Nvidia is buying $5 billion of Intel common stock at $23.28/share, which gives Nvidia about a 4% stake in Intel.
This comes after recent government investment in Intel (the U.S. got a ~10% stake) to shore up its competitive position.
Fed Rate Cut
The Federal Reserve cut short‐term interest rates by 25 basis points this week — the first rate cut in a while. That typically boosts equities because borrowing costs fall, making future earnings more valuable.
The cut also signalled that further easing might be possible, which increases optimism about slower financing conditions ahead.
Strong Tech & AI Sentiment
Tech names, especially those involved in AI, chip manufacturing, cloud, data centres, have had good news. For example, Nvidia & Intel made a joint investment/partnership plan which lifted Intel heavily and helped boost tech indices.
Nvidia is buying $5 billion of Intel common stock at $23.28/share, which gives Nvidia about a 4% stake in Intel.
This comes after recent government investment in Intel (the U.S. got a ~10% stake) to shore up its competitive position.
עסקה סגורה: הגיע לסטופ
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UK, London
פרסומים קשורים
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.