🔍 Key Insights

• 📊 Market Analysis

• The renewed escalation of the Middle East tensions, combined with the Fed’s hawkish stance and concerns over AI investment returns, has significantly weakened market risk appetite. All three major US stock indices declined, with technology and semiconductor sectors under pressure. In after-hours trading, Qualcomm fell more than 5%, Meta dropped sharply by 8%, while Microsoft surged 8% on better-than-expected earnings. Three Fed policymakers advocated for rate hikes, and the 30-year US Treasury yield surged 11 basis points to above 5.2%, reaching its highest level since June 2007. A weaker dollar…