#NasdaqHitsRecordHigh

A magical scene: The Fed raised interest rates last week, and institutions were still saying "maybe four to six more hikes are needed" to suppress inflation, yet the Nasdaq hit a new all-time high tonight, and $BTC kept pushing upward. According to the old script, risk assets should shrink during a rate hike cycle. But with oil prices crashing and inflation expectations easing, the 10-year US Treasury yield fell back from above 5%, and the market immediately switched to risk-on mode, with risk

#NasdaqHitsRecordHigh The Nasdaq keeps making records, but the rally is getting more interesting 👀 Micron jumped ~5% and Sandisk nearly 7%, helping tech push higher while the Dow fell. What caught my attention is this is happening despite elevated Treasury yields and renewed Fed hike risk. AI is still powerful enough to overpower the macro headwind, but breadth is the real test. A record index is one thing. A record market needs more sectors to join in.

BREAKING: Nasdaq hits a new ALL TIME HIGH, crossing 27,200 for the first time in history. $SPX

BREAKING: Nasdaq hits a new ALL TIME HIGH, crossing 27,200 for the first time in history.

A record close is a milestone; broader participation would be a stronger signal. The Nasdaq's second straight record close, alongside a weaker Dow, puts the breadth question in focus. AI and chip strength can keep lifting the index, but with elevated Treasury yields, my read is that gains beyond tech would make this rally more convincing than another record alone. #NasdaqHitsRecordHigh

Here's one of the most important charts in the world. With the S&P Bank Index hitting new all-time highs, it would take a massive failure up here to invalidate any of the bullish implications. Do you think banks fail and start to fall apart? Or do they dig in here and buy them?

signal/noise: - cms: ai ct imaging payments expanded - sela: $21m; agents drive >$1b/mo loans - uk parliament: labs called on ai safety - trump: doj may rein in ai - nasdaq: ai stocks set record close signal: ai is policy now.

The Nasdaq notched a record high close, lifted by Micron Technology and other AI-related stocks, while the S&P 500 ended flat and the Dow closed lower. Lisa Bernhard reports

🚨BREAKING: The Nasdaq 100 hits a record 30,732, its first all-time high since June. Chipmakers led the rally, with a semiconductor gauge including Nvidia and Micron rising for a sixth straight session while $AMD crossed $1 TRILLION. The Nasdaq Composite also closed at a record on Monday, making it the last major US index to recover after the S&P 500 and Dow hit records in August.