--- title: "U.S. stock indices hit new highs, with strong bullish sentiment in semiconductor stocks, while geopolitical risks affect market confidence" type: "News" locale: "en" url: "https://longbridge.com/en/news/284275904.md" description: "U.S. stock indices hit new highs, and bullish sentiment in semiconductor stocks remains strong. Despite facing selling pressure, the options market shows a strong bullish sentiment, with significant increases in call option trading volume for NVIDIA and Intel. Geopolitical risks, particularly Iran's influence in the Strait of Hormuz, may impact the global energy market, affecting investors' risk assessments. Overall, the market holds an optimistic view on the long-term potential of semiconductor stocks. AI startup Ineffable Intelligence has completed a $1.1 billion financing round, indicating that global capital's enthusiasm for AI technology continues to heat up" datetime: "2026-04-27T22:20:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284275904.md) - [en](https://longbridge.com/en/news/284275904.md) - [zh-HK](https://longbridge.com/zh-HK/news/284275904.md) --- # U.S. stock indices hit new highs, with strong bullish sentiment in semiconductor stocks, while geopolitical risks affect market confidence ### U.S. Stock Indices Reach New Highs, Strong Bullish Sentiment in Semiconductor Stocks, Geopolitical Factors Affect Investment Risks Despite the selling pressure on semiconductor stocks, the options market shows strong bullish sentiment, with significant increases in call option trading volume for NVIDIA (NVDA-US) and Intel (INTC-US), reflecting investors' confidence in the short-term performance of chip stocks, especially supported by ongoing demand for AI and high-performance computing. The call option trading volume for NVIDIA even reached twice that of put options, indicating the market's optimistic outlook on its future stock price \[1\]. At the same time, U.S. Secretary of State Antony Blinken expressed strong opposition to Iran's influence in the Strait of Hormuz, emphasizing that the U.S. will not tolerate Iran controlling this critical waterway. This geopolitical tension could impact the global energy market, further affecting investors' risk assessments \[2\]. Overall, despite facing short-term volatility, the market remains optimistic about the long-term potential of semiconductor stocks and closely monitors the potential impacts of geopolitical developments on the market. In this context, U.S. President Trump and the National Security team discussed Iran's proposal to open the Strait of Hormuz. Although the White House has not clearly stated whether it will accept the proposal, Trump remains firm on his stance against lifting the maritime blockade, emphasizing that there will be no compromise until a comprehensive agreement is reached \[3\]. The discussion of this proposal has drawn market attention, prompting a slight rise in U.S. stocks on Monday, with the S&P 500 index and the Nasdaq index reaching all-time highs, reflecting investors' expectations for improved U.S.-Iran relations \[4\]. As the Federal Reserve is set to hold a monetary policy meeting, the market generally expects interest rates to remain unchanged, and the upcoming earnings reports from tech giants will become a market focus, with overall market sentiment seeking balance between geopolitical tensions and economic data. Additionally, AI startup Ineffable Intelligence announced the completion of $1.1 billion in seed funding, setting a record for the largest seed investment in Europe, with a valuation of $5.1 billion, demonstrating the continued enthusiasm of global capital for cutting-edge AI technology \[5\]. At the same time, Intel (INTC-US) is also responding to the rising demand for AI and servers, Repackaging and selling previously considered obsolete CPU products demonstrates an increased market acceptance of products with different specifications, supporting revenue growth \[6\]. In terms of geopolitics, NATO is considering changing its annual summit to every two years to reduce political friction, a change partly influenced by former U.S. President Trump's tough stance on allies, highlighting the current fragility of international relations \[7\]. Additionally, Iran plans to impose tolls in the Strait of Hormuz, a systematic measure that could alter control over international shipping routes and have long-term impacts on the global energy landscape \[8\], indicating that the global market is facing structural changes under multiple influencing factors. Powered by Yushan.AI ### Related Stocks - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [INTW.US](https://longbridge.com/en/quote/INTW.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [BUZZ-Street View: AI demand boosts Intel, but capacity limits loom](https://longbridge.com/en/news/283982891.md) - ['More Upside Ahead': Intel Stock (INTC) Wins a New Street-High Price Target](https://longbridge.com/en/news/284124817.md) - [SUSE Launches SUSE AI Factory with NVIDIA](https://longbridge.com/en/news/283446429.md) - [08:00 ETNota AI Wins Grand Prize at NVIDIA Nemotron Hackathon, Proving MoE Quantization Prowess with Synthetic Data Technology](https://longbridge.com/en/news/283996925.md) - [Why the party for Intel and other chip stocks could last a long time](https://longbridge.com/en/news/284037464.md)