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Global equities extended their record rally as momentum in technology shares accelerated and geopolitical tensions eased. Micron and SK Hynix have joined the USD 1 trillion market-capitalisation club, fuelled by surging demand for AI chips. This milestone underscores the growing dominance of semiconductor companies in global markets, with ripple effects from Seoul to Silicon Valley. Mensur Pocinci, Head of Technical Analysis, explains why he expects this momentum to continue and shares compelling statistics on IPO returns ahead of the landmark SpaceX listing.
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By Julius Baer5
44 ratings
Global equities extended their record rally as momentum in technology shares accelerated and geopolitical tensions eased. Micron and SK Hynix have joined the USD 1 trillion market-capitalisation club, fuelled by surging demand for AI chips. This milestone underscores the growing dominance of semiconductor companies in global markets, with ripple effects from Seoul to Silicon Valley. Mensur Pocinci, Head of Technical Analysis, explains why he expects this momentum to continue and shares compelling statistics on IPO returns ahead of the landmark SpaceX listing.
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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