semiconductor rally

Nasdaq hits 29,000 as strong jobs data and semiconductor strength drive markets to records, though software stocks tumble on weak guidance.

Goldman Sachs warns equity market liquidity tailwinds are fading as positioning becomes crowded, with $25B pension rebalancing flows, exhausted CTAs, and collapsing breadth creating near-term pullback risks.

Nasdaq 100 surges to strongest 4-week rally since April 2020, led by semiconductor stocks capitalizing on geopolitical easing and AI infrastructure demand.

Philadelphia Semiconductor Index achieved historic 17-day winning streak, surpassing 2014 record, driven by U.S.-Iran ceasefire and 42% surge.

Nasdaq 100 reaches record highs as Intel surges 22.6% on earnings beat; semiconductor ETFs post 18th consecutive day of gains amid AI chip demand.

Stock markets stall near highs as crude oil climbs toward $100-$106, threatening inflation fears and disrupting equity momentum amid crowded positioning.

S&P 500 retreats from record highs as tech giants disappoint on forward guidance; oil surges amid Strait of Hormuz tensions.

Nasdaq 100 surges to 26,320 amid strong earnings and easing Middle East tensions, but overbought technical signals warn valuations may have stretched too far.

Intel stock surged 7.4% on semiconductor rally, easing oil, and Nvidia optimism, then surrendered all gains as AI bubble concerns resurfaced.

U.S. markets rose March 4 as President Trump backed crypto regulation. S&P 500 gained 0.78%, Nasdaq 1.29%, buoyed by stronger-than-expected jobs data.