Asia Risk-On Rally Sets Bullish US Open; Chips Surge on Oil Dip
- Asian surge: Kospi +2.1% to record high, Nikkei +1.2% on US-Iran de-escalation hopes and ceasefire talks
- Oil pulls back: Brent -0.4% to $95.09,...

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Timeline of post-extension surge and fade:
Small/mid-cap volatility ramps up premarket, fueling high-beta rotation plays:
Is it time to switch from crypto to the S&P 500?
Dow Transports dip after rally, with Fairlead's Katie Stockton sharing technical analysis on the sector during 'Fast Money'. Key watch for short-term cyclical rotation signals.
Thursday's US indices slide after records, with S&P 500 -0.2%, Dow -0.4%, Nasdaq -0.3% on stalled Iran peace talks and Hormuz blockade.
Q1 Tech Split: Nasdaq down 7%, software -30%; Nvidia-like semis up 60% YOY on AI infra boom.
US indices endured wild volatility from Iran tensions:
Key highlights from today's choppy market:
Markets have positive momentum but may be overextended in the short-term, warns Wilmington Trust CIO Meghan Shue on 'Closing Bell'. Watch for pullback risks in tactical rotations.
Financials rotation play: JPMorgan, Goldman Sachs, Citigroup authorized $33B Q1 buybacks, creating equity demand floor amid tariffs and oil spikes.
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S&P 500 additions deliver a short-term bump from passive buying, but dramatically underperform matched peers long-term—40% over 3 years, 55% over...
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