---
title: "The AI trade is fueling the market to record highs despite Iran war"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/283255891.md"
description: "The AI trade is driving the market to record highs despite ongoing uncertainty in the Middle East. Concerns over supply shocks for natural gas and helium have not significantly impacted chip manufacturers and hyperscalers. Since March 30, the iShares Semiconductor ETF (SOXX) has increased by over 30%."
datetime: "2026-04-19T13:35:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/283255891.md)
  - [en](https://longbridge.com/en/news/283255891.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/283255891.md)
---

# The AI trade is fueling the market to record highs despite Iran war

The AI trade has fueled the market to all-time highs, even with continuing uncertainty in the Middle East. Fears of supply shocks for everything from natural gas to helium didn't materialize enough to affect chip manufacturers and hyperscalers. Since the March 30 bottom, the iShares Semiconductor ETF (SOXX) has surged more than 30%. "Magnificent Se...

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