Market sentiment improves amid US–China trade talks

US major stock indices continue their rally. The S&P 500 rose by 0.49%, while the Nasdaq 100 added 0.72%, both setting fresh all-time highs. Market sentiment is improving on the back of ongoing discussions regarding trade agreements between the United States and China.

Strong quarterly earnings from tech companies also provided additional support to the market.

Experts note that if the current positive trend continues, the indices could reach new levels by the end of the month. [Read more]

No alarming bubbles in the stock market

Investors point out that, despite elevated asset valuations, there are no signs of "scary bubbles" for now.

The S&P 500 remains resilient, even amid concerns about a potential re-pricing of Fed rate expectations. At the same time, growing interest in the tech sector is sustaining capital inflows.

Analysts believe that the primary risk remains uncertainty around monetary policy. [Read more]

$100,000 H-1B visa fee sparks panic in Silicon Valley

A new $100,000 fee for H-1B visas has alarmed tech companies, as it threatens the position of foreign specialists in the US job market.

This decision could slow the flow of talent into the high-tech sector. Business associations have already voiced concerns and are preparing to lobby for the cancellation of the initiative.

Experts warn this could lead to a relocation of some IT projects outside the US. [Read more]

Oracle in talks with Meta

The two companies are reportedly discussing a deal worth around $20 billion in the field of AI-focused cloud computing.

The news highlights the intensifying competition in the tech sector and Oracle's growing ambitions.

If finalized, the deal would be the largest ever between the two firms in this area. Investors see the talks as a signal of the ongoing trend toward integrating AI into core business processes. [Read more]

US stock market at a crossroads

Investors are awaiting key economic data, including the PCE Price Index, which could significantly impact market direction.

The Fed's future rate strategy will largely depend on these figures. Soft data could trigger another leg up in the rally, while stronger inflation numbers could spark volatility and a possible correction. [Read more]

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