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Chip stocks push tech heavy indices to fresh ATHs [Video]

Ipek Ozkardeskaya ipekScope

AI optimism is once again overpowering geopolitical fears. Markets continue to flip-flop between Middle East headlines and enthusiasm around artificial intelligence, but investors remain focused on strong tech earnings, booming AI infrastructure spending and resilient equity momentum.

The S&P 500, Nasdaq100 and Kospi are at ATH levels thanks to semiconductor stocks, amid strong earnings reaction. European equities are lagging behind tech-heavy markets like the Kospi and Taiex, as energy prices are shaping sentiment, and investors appear increasingly comfortable ignoring geopolitical risks unless tensions escalate significantly.

Today, we discuss whether markets are underpricing risk, what the latest US economic data means for the Federal Reserve, and why elevated valuations could still leave equities vulnerable to sharp reversals despite the current optimism.

Author

Ipek Ozkardeskaya

ipekScope

Ipek Ozkardeskaya began her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked in HSBC Private Bank in Geneva in relation to high and ultra-high-net-worth clients.

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Chip stocks push tech heavy indices to fresh ATHs [Video]

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