Latest / The SPY Trader / Tech’s April Surge: Ceasefires, Semiconductors, and Tesla’s Big Test

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Tech’s April Surge: Ceasefires, Semiconductors, and Tesla’s Big Test · The SPY Trader

• 0:00
  Hello there , and welcome to Spy Trader !
• 0:03
  It's 6 am on Wednesday , April 22nd , 2026 , here in sunny Pacific time .
• 0:09
  I'm your host , Sunny Sideup , and I am so glad you're joining me for our morning market checkin .
• 0:15
  We have quite a busy morning as the markets are navigating what we're calling a rebound phase after a pretty rocky start to the year .
• 0:22
  The big news today is all about diplomacy .
• 0:25
  President Trump has announced an extension of the ceasefire with Iran .
• 0:30
  This is giving investors a big sigh of relief , lowering those energyrelated worries and helping our stock futures trend higher this morning .
• 0:38
  Looking at the numbers , the S&P 500 , or the SPY , is sitting around 7,064 , up about 1.6 percent for the year .
• 0:48
  But the real star this month is the techheavy Nasdaq , the QQQ , which has jumped 15 percent in April alone as everyone dives back into the AI powerhouse narrative .
• 1:00
  We're seeing a shift away from the energy stocks that did so well earlier this year and a move back into growth .
• 1:08
  For instance , semiconductor giants like Nvidia and ASML are leading the charge now that those fears about overbuilding AI infrastructure have started to fade .
• 1:20
  In other news , UnitedHealth Group gave the healthcare sector a boost after beating earnings , and Boeing just reported a much smaller loss than expected this morning with a recordbreaking 695 billion dollar backlog .
• 1:34
  That is a lot of planes !
• 1:36
  We also saw AT&T showing steady growth in their 5G and fiber business , proving they are still a solid choice for those looking for stability .
• 1:46
  On the macro side , the Federal Reserve is keeping interest rates between 3.5 and 3.75 percent .
• 1:53
  Everyone is watching Kevin Warsh , the nominee for Fed Chair , who wants to focus on getting inflation down to that 2 percent target .
• 2:01
  Even with the ceasefire , oil is still around 99 dollars a barrel , so we aren't totally out of the woods regarding inflation .
• 2:10
  Now , looking ahead to later today , all eyes are on Tesla .
• 2:15
  They report earnings after the bell , and everyone is waiting for updates on their Robotaxi rollout in Dallas and Houston .
• 2:22
  With the stock trading near 386 dollars , it is in a real breakout spot .
• 2:28
  So , what should we be doing with our portfolios ?
• 2:31
  If you are looking for aggressive growth , the Invesco QQQ Trust is still the primary way to play this April tech rally , especially with the momentum in AI monetization from companies like Microsoft .
• 2:45
  If you want a defensive hedge , do not ignore gold .
• 2:49
  The SPDR Gold Shares , or GLD , is up over 11 percent this year and acts like a great insurance policy while geopolitical tensions remain unresolved .
• 2:59
  For a value play , Boeing is looking like a great turnaround story now that their crisis years seem to be ending .
• 3:06
  If you are hunting for income , the Vanguard Real Estate ETF , or VNQ , is becoming attractive as property markets finally stabilize .
• 3:16
  And for those who want safety , locking in yields with the iShares 20 plus Year Treasury Bond ETF , known as TLT , is a smart move while yields are near 4.3 percent .
• 3:28
  My final strategy for you today is to use these green days to trim some of your energy positions and rotate into growth sectors for the earnings wave .
• 3:38
  Keep some gold in your pocket just in case , and definitely keep a close watch on Tesla tonight .
• 3:44
  A big move there could set the tone for the whole market .
• 3:48
  Thanks for listening to Spy Trader .
• 3:50
  I am Sunny Sideup , and I will see you in a few hours !