• Home
  • Technology
  • Gaming
  • Entertainment
  • World & Business
  • Science
  • Sports
  • AI
HomeTechnologyGamingEntertainmentWorld & BusinessScienceSportsAI
World & Business

Nasdaq 100 reportedly sets a record as chipmakers rally and oil falls

A September 22 post puts the index at 30,732, up 0.8%, and links falling oil to hopes of an end to the Iran war.

MM
HZ
EW
3 Sources, 9d ago, first seen 9d ago

TLDR

The Nasdaq 100 reached its first record since June, according to a September 22 post, which flagged the Trump-Xi summit planned for that week as the next test. Separate market commentary that day listed Brent at $100.34, down 3.4%, and WTI at $95.78, down 4.5%. That post argued that falling oil and Treasury yields support technology stocks, while a rise in both could bring pressure back.

Combined views

148.9K

3 Sources, first seen 9d ago

2.5K likes426 comments58 saves669 reposts
Featured Source

Combined views

148.9K

3 Sources, first seen 9d ago

2.5K likes426 comments58 saves669 reposts

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

3 Sources

@algotradingdesk🔥 AI RALLY MEETS FALLING OIL Global markets are rotating sharply back toward growth as two major macro pressures ease simultaneously: crude oil and bond yields. Nasdaq → RECORD HIGH +2.3% Monday S&P 500 +1.49% Dow +0.71% Oil: Brent → $100.34, −3.4% WTI → $95.78, −4.5% The biggest signal is in semiconductors: AMD +9.9% → $615.52 Market Cap → >$1 TRILLION Intel +12.2% ARM +17% Why it matters: Lower crude reduces the immediate inflation shock, while lower Treasury yields improve the valuation backdrop for long-duration technology. At the same time, optimism around U.S.-China trade discussions is adding another layer of support to global risk assets. But the rally has a clear macro dependency: OIL ↓ + YIELDS ↓ = bullish liquidity/valuation setup OIL ↑ + YIELDS ↑ = pressure returns to high-duration equities For now, capital is clearly rotating back toward AI, semiconductors and high-growth technology. The next major test is whether falling oil prices can hold while geopolitical risks remain elevated.
@SchuldensuehnerTech is back in record territory. Nasdaq 100 rises 0.8% to 30,732, its first record since June, as chipmakers rally and oil falls on hopes of an end to the Iran war. Next test: this week’s Trump-Xi summit. The bigger picture: a 29,521% total return since Feb 1985, the index’s launch; 14.6% annualized. W/dividends reinvested, $10,000 would have grown to almost $3mln, despite the dot-com crash, financial crisis & pandemic.
@ewarrenTrump’s 9 largest oil and gas holdings gained an estimated $1.5M to $4.4M between the eve of the war in Iran and the end of August. Meanwhile, Americans have been paying more at the pump. We need to ban the president, vice president, and Congress from owning and trading stock.
    • HomeTechnologyGamingEntertainmentWorld & BusinessScienceSportsAI
    • Home
    • Technology
    • Gaming
    • Entertainment
    • World & Business
    • Science
    • Sports
    • AI

    3 Sources

    @algotradingdesk🔥 AI RALLY MEETS FALLING OIL Global markets are rotating sharply back toward growth as two major macro pressures ease simultaneously: crude oil and bond yields. Nasdaq → RECORD HIGH +2.3% Monday S&P 500 +1.49% Dow +0.71% Oil: Brent → $100.34, −3.4% WTI → $95.78, −4.5% The biggest signal is in semiconductors: AMD +9.9% → $615.52 Market Cap → >$1 TRILLION Intel +12.2% ARM +17% Why it matters: Lower crude reduces the immediate inflation shock, while lower Treasury yields improve the valuation backdrop for long-duration technology. At the same time, optimism around U.S.-China trade discussions is adding another layer of support to global risk assets. But the rally has a clear macro dependency: OIL ↓ + YIELDS ↓ = bullish liquidity/valuation setup OIL ↑ + YIELDS ↑ = pressure returns to high-duration equities For now, capital is clearly rotating back toward AI, semiconductors and high-growth technology. The next major test is whether falling oil prices can hold while geopolitical risks remain elevated.
    @SchuldensuehnerTech is back in record territory. Nasdaq 100 rises 0.8% to 30,732, its first record since June, as chipmakers rally and oil falls on hopes of an end to the Iran war. Next test: this week’s Trump-Xi summit. The bigger picture: a 29,521% total return since Feb 1985, the index’s launch; 14.6% annualized. W/dividends reinvested, $10,000 would have grown to almost $3mln, despite the dot-com crash, financial crisis & pandemic.
    @ewarrenTrump’s 9 largest oil and gas holdings gained an estimated $1.5M to $4.4M between the eve of the war in Iran and the end of August. Meanwhile, Americans have been paying more at the pump. We need to ban the president, vice president, and Congress from owning and trading stock.
    Today's Rank

    —

    Not ranked yet

    Today's Rank

    —

    Not ranked yet