The Tech Sector Forces a Comeback of the AI Trade, Elevating Wall Street Back into Positive Territory, While Oil Prices Swing Between Hope for a Ceasefire and Blockade Threats from the Houthis — Bristol Myers Squibb Upgrades as the First Pharmaceutical Company with NVIDIA's Vera-Rubin Supercomputer, IREN Secures $2.8 Billion in AI Cloud Contracts, and Alibaba Positions Itself with Qwen3.8-Max Right Behind Anthropics Fable 5

USA & MACRO-SITUATION Wall Street stops its losing streak and turns positive This movement was driven by a strong recovery in semiconductor stocks. The S&P 500 (+0.03%) ends its two-day decline, while a sector index of chip heavyweights rises by 2.5% - a breakthrough after semiconductors fell into a bear market at the end of the previous week. The Nasdaq 100 gains 0.28% and seems poised to break a three-day losing streak. Support comes from Alphabet: According to The Information , Google is working on a new server chip that integrates...