Hafıza stokları, ABD-İran ateşkesi üzerine yükseldi.

What happened: U.S.-Iran tensions eased this week with a two-week ceasefire, leading to a surge in memory and storage stocks. Seagate (STX) and Sandisk shares popped, while Micron (MU), despite a 4% dip on Wednesday, has rallied 40% since April 1. Wall Street strategists, citing reduced geopolitical risk, advised jumping into tech stocks.

Market impact: The ceasefire restored risk appetite in semiconductor markets, benefiting memory chip makers like Micron and storage providers like Seagate and Sandisk. The iShares Expanded Tech-Software Sector ETF (IGV), which had plunged earlier, saw renewed interest.

What to watch next: Micron's earnings, due May 21, will provide insights into demand trends. The ceasefire's duration and potential extension will dictate further risk appetite in tech stocks. Additionally, keep an eye on the broader market's reaction to upcoming earnings reports, which could signal a continued shift in investor sentiment.