About this episode

The episode discusses the recent record highs of the S&P 500 and Nasdaq, driven by optimism towards an Iran resolution and AI-related market movements.

The S&P 500 and Nasdaq both ended the week at fresh record highs with the S&P 500 up for a ninth-straight week and Nasdaq up for an eighth week in the past nine. Markets continue to price in optimism toward an Iran resolution. Memory was a standout on the latest AI enthusiasm and pricing power.

Topics covered

• market recap
• S&P 500
• Nasdaq
• AI enthusiasm
• pricing power
• Iran resolution

Keywords

• S&P 500
• Nasdaq
• market recap
• AI
• pricing power
• Iran

Mentioned in this episode

Organizations: S&P 500, Nasdaq

Places: Iran

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