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Market analysis Score 85 Neutral

AI and Chip Stocks Bounce Back Following Trump's Iran Address

Apr 02, 2026 17:50 UTC
AAPL, CL=F, ^VIX
Immediate term

Chip and AI-related stocks rebounded late Thursday as investors processed U.S. President Donald Trump's speech on the Iran war, with major market indices recovering from earlier losses.

  • Chip and AI stocks rebounded late Thursday after Trump's Iran speech.
  • The Nasdaq Composite recovered from earlier losses.
  • Investors reassessed geopolitical risks following the address.
  • Defense sector activity noted, though no specific figures provided.
  • Market averages erased earlier declines by session's end.
  • Late-day rally indicated a shift in risk appetite.

Chip and AI-related stocks rebounded late on Thursday as markets reacted to U.S. President Donald Trump's address on the Iran war. The Nasdaq Composite, which is heavily weighted toward technology companies, saw a recovery after initial declines. Investors appeared to reassess the geopolitical implications of Trump's remarks, leading to a late-day rally in tech and semiconductor sectors. The broader market averages, including the Nasdaq, erased earlier losses as the session progressed. The move reflected a shift in risk appetite following the speech, with traders focusing on the potential for de-escalation in the conflict. The defense sector also saw activity, though specific figures on sector performance were not disclosed.

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