The market rally is driven more by AI and strong US earnings than by ceasefire hopes. Global investors are rotating to Asia (Korea, Taiwan, Japan) where year-to-date returns are much higher than the S&P 500's 6% gain. The US rally is relatively small compared to the Asian tech story.
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Mark Cranfield 5.0
Financial Media
Mark Cranfield 5.0
5/6/2026 10:11:25 AM
ndx
The AI rally continues to drive markets higher. AMD's blockbuster earnings and Samsung's trillion-dollar milestone indicate strong tech momentum. The S&P continues to grind higher, though the bigger story is in Asian tech.
rut
There is already rotation going on to smaller and medium sized companies in the United States.
| 5/6/2026 7:59:28 AM | medium term up | 20 days later | +2.83% | +2.83% |
| 4/30/2026 11:53:22 PM | short term sharp up | 5 days later | +2.63% | +3.94% |
| 3/19/2026 10:26:26 PM | short term up | 5 days later | +4.02% | +4.02% |
| 2/28/2026 1:02:34 AM | medium term up | 21 days later | -6.09% | -6.09% |
| 2/19/2026 11:46:00 PM | short term up | 5 days later | -0.02% | -0.02% |
| 1/28/2026 1:08:47 AM | short term up | 5 days later | -0.24% | -0.24% |
| 12/22/2025 9:48:16 PM | short term up | 6 days later | -0.84% | -0.84% |
| 12/19/2025 9:48:49 PM | short term up | 7 days later | -1.52% | -1.52% |
| 12/16/2025 11:40:23 PM | short term down | 5 days later | +2.67% | -2.67% |
| 12/15/2025 8:22:43 PM | short term up | 6 days later | +1.57% | +1.57% |
