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Peace Deal Reignites Tech Stock Rally
Barrons.com104d agobullish
Peace Deal Reignites Tech Stock Rally

The Nasdaq had its best day since March after Wall Street used the U.S.-Iran peace deal as just another excuse to pile into technology stocks. The Dow rose 469 points, or 0.9%. Market breadth was actually mediocre, but everything from Big Tech to software and chips were on the rise, along with other risk assets like crypto firms.

AI Stocks Are Rallying on Iran Peace Deal News, but the Risks Just Got a Lot Bigger
Barrons.com104d agobullish
AI Stocks Are Rallying on Iran Peace Deal News, but the Risks Just Got a Lot Bigger

The stock market was overlooking Anthropic’s latest feud with the U.S. government on Monday, which highlights what could be an ongoing problem for tech stocks: government intervention. Anthropic announced on Friday that it had suspended all access to its newest and most capable models, Fable 5 and Mythos 5. This came after the government issued an export control directive to suspend access to the models by any foreign national, citing national security concerns.

Why the Dow Is Lagging the Nasdaq Again
Barrons.com104d agoneutral
Why the Dow Is Lagging the Nasdaq Again

The Dow may be on track for a fresh closing high, but it’s still lagging behind the Nasdaq today. The blue-chip index was up 607 points, or 1.2%. The Nasdaq rose 3%. The S&P 500 rose 1.8%. The Nasdaq was on track for its second-best day of the year after the U.