Bargain hunters defy the tech correction and lift Wall Street back into positive territory as the quarter ends – semiconductors recover while South Korea launches a trillion-won offensive for AI dominance – the Warsh Fed keeps interest rate hike bets simmering – oil climbs – DAX remains below 25,000 points while Nagarro explodes by 90% after a billion-dollar offer – Comcast splits, Rocket Lab acquires Iridium for 8 billion USD

USA & MACRO-OUTLOOK After a grueling previous week, the US markets are finding their footing again as the quarter ends The S&P-500 futures are up +0.57%, while the Nasdaq-100 futures are even higher, gaining +0.78%. According to Bloomberg, bargain hunters are specifically targeting the recently punished top performers, after a rotation out of the tech giants had previously pushed the Nasdaq Composite down by 4.6% and the broader S&P 500 by 2% – marking the fifth consecutive loss. Despite the correction, the indices are on track...