---
title: "US Stocks' \"First Reaction\" to Ceasefire: Return to AI"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282111949.md"
description: "Previous tech stock winners in storage, chips, and optics surged. Goldman Sachs' TMT Momentum portfolio (GSTMTMOM, +10%) recorded its largest single-day gain ever, closing at an all-time high today. Conversely, the software and semiconductor sector (GSPUSOSE, -8.5%) experienced its worst single-day decline ever. A \"return of risk appetite\" clearly signifies a return to the old system of winners (memory, semiconductors, optics, etc.) and losers (software, services, etc.)"
datetime: "2026-04-09T00:28:48.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282111949.md)
  - [en](https://longbridge.com/en/news/282111949.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282111949.md)
---

# US Stocks' "First Reaction" to Ceasefire: Return to AI

Previous tech stock winners in storage, chips, and optics surged. Goldman Sachs' TMT Momentum portfolio (GSTMTMOM, +10%) recorded its largest single-day gain ever, closing at an all-time high today. Conversely, the software and semiconductor sector (GSPUSOSE, -8.5%) experienced its worst single-day decline ever.

"A return of risk appetite" clearly signifies a return to the old system of winners (memory, semiconductors, optics, etc.) and losers (software, services, etc.).

### Related Stocks

- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [.NDXTMC.US](https://longbridge.com/en/quote/.NDXTMC.US.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)
- [QQQM.US](https://longbridge.com/en/quote/QQQM.US.md)
- [PSI.US](https://longbridge.com/en/quote/PSI.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md)
- [SPY.US](https://longbridge.com/en/quote/SPY.US.md)
- [ARTY.US](https://longbridge.com/en/quote/ARTY.US.md)
- [QQEW.US](https://longbridge.com/en/quote/QQEW.US.md)
- [VTI.US](https://longbridge.com/en/quote/VTI.US.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [VOO.US](https://longbridge.com/en/quote/VOO.US.md)
- [XLK.US](https://longbridge.com/en/quote/XLK.US.md)
- [ONEQ.US](https://longbridge.com/en/quote/ONEQ.US.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)

## Related News & Research

- [TREASURIES-US bond yields drop as Middle East ceasefire boosts rate-cut expectations](https://longbridge.com/en/news/282090191.md)
- [What are the main events for today?](https://longbridge.com/en/news/282143290.md)
- [Nvidia acquisition of SchedMD sparks worry among AI specialists about software access](https://longbridge.com/en/news/281791137.md)
- [Stock Market News Today, 4/8/26 – Futures Rally on U.S.-Iran Ceasefire; Oil Slumps Below $100](https://longbridge.com/en/news/282013446.md)
- [$7.2M Per AI Failure. â¬35M Per Violation. Stratgyk Launches Click2Resultâ¢](https://longbridge.com/en/news/281912375.md)