After a round of high-level adjustments, the U.S. stock market saw a notable rebound and improved sentiment on Tuesday.

All three major indexes rose together: the Nasdaq 100 climbed by about 1%, the S&P 500 gained 0.8%, and the Dow Jones Industrial Average surged by more than 350 points (+0.7%).

Market attention centered on “AI chip stocks stabilizing and rebounding strongly” and “valuation repair driven by better-than-expected earnings reports from industrial and consumer giants.”

Despite geopolitical tensions in the Middle East pushing Brent crude oil to keep trading in a high, choppy range (hovering near the $90 to $92 per barrel band), strong Q2 performance and robust overseas semiconductor export data provided ample support for risk appetite.

Discussions remain about the conversion efficiency of capital flows for major tech companies, but the tangible earnings positives and industry-chain export data are still the core drivers behind funds flowing back into technology stocks.

The yield on the 10-year U.S. Treasury note remained near recent highs over the past two months, fluctuating around that level.

While investors embrace the tech-stock rebound, they also closely watch the potential lagged impact that higher oil prices may have on the Federal Reserve’s subsequent interest-rate path.

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