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A Glimpse of What Happens When Oil Sells Off: Tech Stocks Rip
Markets are green this morning for one simple reason, oil pulled back, and it is a small glimpse of what a real easing in energy prices could do to this market. With Brent back near $101 and the ten-year easing toward 4.96%, the Nasdaq is up around 1% and Bitcoin broke through resistance near $85,000. My point is that these multi-front wars, US-China on AI and rare earths, the frontier labs pushing to slow AI, and the live US-Iran conflict, can be bullish for stocks, with the one catch that every fresh oil spike reintroduces energy inflation.
I also discuss the SemiAnalysis "brain too big to…
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