In today’s episode of Market Brief – After Hours, US markets stage a powerful rebound as investors rotate back into AI infrastructure and semiconductor stocks following renewed confidence in data center build-out demand. The S&P 500 and Nasdaq lead the recovery, while the Dow posts solid gains as risk appetite returns after Monday’s AI disruption scare.

We break down the impact of a major AI hardware partnership that lifted the semiconductor sector and shifted sentiment away from fears of enterprise software obsolescence. In Europe, markets react positively to a softer-than-expected tariff announcement, with gains across the STOXX 600, CAC 40 and DAX, while automotive stocks outperform. Asia closes mixed, with record highs in Taiwan and South Korea driven by chipmakers, contrasting with weakness in Hong Kong and India.

The episode also covers Forex technical analysis across EUR/USD, GBP/USD and USD/JPY, highlighting key moving average levels shaping trend direction. Plus, commodity moves in Gold and Oil, Bitcoin’s ongoing pressure, and major stock movers including AMD, Vir Biotechnology, Keysight Technologies, Whirlpool and Dillard’s.

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