Chip rally lifts Nasdaq after worst week since April 2025

· Economy · United States

A rebound in chipmakers buoyed US stocks as dip buyers emerged on bets that the artificial-intelligence investment boom will continue to support solid earnings, helping the Nasdaq 100 recover from its worst week since the tariff turmoil of April 2025. US stock-index futures edged higher, extending the chip-led rebound. The advance in tech shares had stalled last week as investors questioned the sustainability of AI spending given the outlook for higher rates. Treasuries fell as the tech rebound sapped haven demand, and gold slipped.

Why it matters：The rebound shows markets still betting on AI earnings despite worries that rising rates and heavy spending could puncture the trade.

Key points

  • Nasdaq 100 recovered from its worst week since April 2025
  • Investors questioned AI spending sustainability amid higher-rate outlook
  • Treasuries fell and gold slipped as haven demand eased

Sources (original reporting)

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