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Tag: semiconductors

2 articles

Week in Markets W20 cover - Brent crashes 14% on Iran MOU scoop, S&P at record, Nasdaq breaks 26k, AMD data center +57%
Week in Markets

Week in Markets: Brent Crashes 14% on Iran MOU Scoop, S&P at Record, Nasdaq Breaks 26k, AMD Data Center +57%

Brent crude collapsed from $116 to $101 in three trading sessions on Trump's Project Freedom pause and the Axios scoop of a one-page MOU with Iran. The S&P 500 closed at a fresh record 7,398.93, the sixth consecutive weekly gain. Nasdaq broke 26,000 for the first time at 26,247.08. April NFP printed +115K against +55-60K consensus. AMD reported Q1 data center revenue +57% YoY to $5.8B. Bitcoin tested the 200-DMA at $82,228 and failed, closing $79,743 (+1.98%). Spot BTC ETF flows V-shape: $999M+ in early week, $414M out Thursday-Friday, 7-day net still +$1.48B.

Week in Markets W18 cover - Brent at $105, S&P at records, Intel best day since 1987, Warsh kills the cut path
Week in Markets

Week in Markets: Brent at $105, S&P at Records, Intel's Best Day Since 1987, Warsh Kills the Cut Path

Brent crude closed +16% on the week at $105.33, the largest weekly move in years. S&P and Nasdaq closed at fresh records. Intel had its best day since 1987 (+24% Friday). Iran seized two tankers in Hormuz, Trump ordered "shoot and kill" on Iranian boats, and Pakistan talks collapsed. Warsh testimony killed the Fed cut path. Bitcoin closed +5.8% but rejected $80K despite $2.1B in 8-day ETF inflows and Strategy's $2.54B buy.