S&P 500 and NASDAQ in historical maximums after AI and economic expectations in the US

The stock market reactivation of the United States is consolidated thanks to optimism around artificial intelligence and possible flexibility signs of financial measures by the Fed.

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• He S&P 500 and Nasdaq They reached record figures, driven by Nvidia, Micron and expectations of commercial agreements.
• The conflict between Iran and Israel and crude oil prices generated nervousness, but the truce brought expectations.
• There are also good prospects about the rates policy by the Fed.
• Since April, both indices have regained more than 20%, marking the technical end of the bearish market.

The main stock market indices in the United States, the S&P 500 and NASDAQ Compositerecord record figures this Friday, driven by renewed enthusiasm around artificial intelligence and the expectation of a more flexible monetary policy by the Federal Reserve.

According to data outlined by Reutershe S&P 500 It rose 0.5% to be at 6,174.08 points, exceeding its previous peak of 6,147.43 registered on February 19. For its part, Nasdaq, From strong technological component, it won 0.56% to 20,281.02 points, exceeding its previous historical brand of December 16.

AI and technological prominence boom

The rebound was stimulated by the positive screen manufacturer projections Micron, that reinforced the confidence of investors in the growth of the artificial intelligence sector. In addition, Nvidia He continued his promotion and approached a historical capitalization of USD $ 4 billion, recovering the most valuable company title in the world.

Since April, a small group of technological giants has been the main engine of this recovery. Shares of companies such as Microsoft, goal, Amazon and one’s own Nvidia They have led the increases, leading to Nasdaq to an increase of approximately 32% from its lowest point of the year.

Geopolitical and monetary factors

The markets also found relief in The cessation of the United States fire that ended twelve days of air conflict between Iran and Israel. The truce avoided a regional escalation that could have pressured oil prices and, with it, global inflation.

In addition, moderate comments by members of the Federal Reserve (Fed) They contributed to reinforce the perception that less aggressive measures could be taken in interest rates, which further fueled the appetite for risk assets.

Recovery after tariff turbulence

It should be remembered that at the beginning of April, the markets were on the edge of a bearish market due to the chaotic implementation of reciprocal tariffs by President Donald Trump. He S&P 500 He was about to confirm a 20% drop since its previous maximum, while Nasdaq I lost 26.7% after the call “Liberation Day” On April 2.

However, the signing of new trade agreements with the United Kingdom and China changed the course. According to Robert Pavlik, portfolio manager in Dakota Wealth, Investors reconsidered their evaluation of the president’s commercial policy, observing that their measures did not trigger massive inflation or an economic collapse.

End of the bearish market?

Since the minimum of April 8, the S&P 500 has risen more than 23.5%, while Nasdaq He has done it in more than 32%. According to the technical definition, the end of a bearish market is confirmed when the index recovers at least 20% from its latest lower closure.

Yeah Nasdaq It manages to close above the December 16 record (20,173.89 points), the beginning of a new bullish cycle will be officially consolidated.

Both indices have shown solidity in 2025, with a 5% rise so far this year. In contrast, the index Dow Jones It has risen just 2.8% and is still 3% below its historical maximum.

The current dynamic shows how the rise of artificial intelligence, added to signs of monetary distension and geopolitical stability, are reconfiguring the economic landscape and renewing optimism in the markets.

Article written by a content editor. Edited by Angel Di Matteo / Diariobitcoin

Original image of Diariobitcoin, created with artificial intelligence, freely used, licensed under public domain

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