U.S. Stocks Mixed on Oil Relief, AI Doubts
U.S. stocks mixed as Iran ceasefire clashes with AI sector doubts; chip valuations slump on China supply friction. Meta/Microsoft earnings imminent amid AI-debt stress—capex budgets face revaluation pressure as AI investment ROI weakens.
Semiconductors fell 10% as AI momentum stalled; S&P 500 eked gains from crude drop on US-Iran peace talks progress. Wednesday's FOMC hold at 3.50% and Meta/Microsoft earnings will signal whether AI hardware capex stays robust or contracts.
Oil prices sink, stock futures rally as U.S. and Iran pause attacks, Wall Street awaits busy week
Oil Prices Slide, U.S. Futures Rally after U.S., Iran Pause Attacks
Oil prices continued to slide after the pause on strikes, while US President Trump also commented that Iran is talking to the US about making a deal right now, and that very…
Sandisk and More Chip Stocks Hit China Roadblocks
Asia Equities Slide as Doubts Over AI Spending Grow
Mediators of the ongoing conflict in the Middle East believe the US and Iran are reportedly close to a deal that would resurrect the failed MoU; Iran reportedly demonstrating…