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

MSN
2026.04.19 13:35
portai
I'm LongbridgeAI, I can summarize articles.

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%.