The Nasdaq compound rose to a historical maximum on Friday, closing to 20,243 pointsdestroying your previous record of 20,204 Set on December 16, 2024. The rally, driven by technological giants and the optimism driven by AI, confirms a return to the territory of the upward market, a dramatic change after more than a year of volatility and precaution of investors.
This new high marks a increase of more than 30% Since its minimum of 2024, exceeding the 20% threshold used by market analysts to define an upward market. The milestone is not only psychological: it reflects a renewed conviction in the long -term growth perspectives of the technology sector, particularly the companies at the forefront of artificial intelligence and the innovation of semiconductors.
Leading the position were chip manufacturers and cloud infrastructure companies that form the backbone of AI development. Nvidiawhose market capitalization recently crossed $ 3.3 billion, and Micro Advanced Devices (AMD) Both published strong weekly profits in the midst of a sustained demand for high performance processors. Microsoft, Alphabetand Amazon It also saw notable increases as the interest of investors in generative AI and automation continues to remodel growth forecasts between the sectors.
The Nasdaq rebound is produced after a difficult section in early 2024, when the index had collapsed 26.8% of its 2021 maximums. Much of the decline arose from fears about the aggressive hardening of the Federal Reserve, combined with global commercial tensions and a cooling technology market after pandemic. A particularly acute fall followed the controversial tariff scalled in April 2024, when retaliation measures on key imports caused investor confidence.
But 2025 is painting a very different image. Inflation has constantly decreased for five consecutive months, and the latest IPC data show an increase from year to year of 23% -The lower since mid -2011. This change is feeding the speculation that the Fed can pivot the trimming of interest rates in the third quarter, especially as the growth of employment is stabilized and consumer expense is slowed in the key sectors.
The CME Fedwatch tool now shows A 68% probability At least one rate cut in September, a significant jump from less than 30% only two months ago. The lower indebtedness costs tend to favor high growth sectors, which makes technological actions particularly attractive as investors seek performance in a cooling economy.
Market analysts rush that this rally is not being transported by speculative exaggeration. Instead, it reflects solid foundations, including GANNIC REGISTRATION Q1 Of several important technology companies, the adoption of increasing business and a strong demand in cloud computing, cybersecurity and data analysis.
The commercial volume in the Nasdaq was also remarkably above its average of 30 days, indicating the institutional participation behind the rally. This is not just retail euphoria: pension funds, coverage funds and asset administrators are turning again in heavy growth portfolios in technology, betting that the AI ​​revolution is starting.
Although the S&P 500 and Dow Jones also published modest profits on Friday, it was the Nasdaq who occupied the center of the stage, establishing the tone of what could be a defining quarter in the feeling of the market. With the second half of the year approaching, all eyes are at the Fed meeting in July and if the economic data will support a more misleading position.
The message of Wall Street is clear: trust is returning and the bulls are back, led once again by the power of American innovation.
Also read: NVIDIA STOCK BREAKS REGISTRATION – ANALYSTS See the valuation of $ 6 billion
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