US stock index futures jumped 2.6‑3.4% after Trump announced a two‑week ceasefire with Iran, lifting market sentiment.
Oil prices fell over 15% and Treasury yields slipped, easing inflation concerns and reviving expectations of Fed rate cuts later 2026.
Chip stocks rallied, with Intel up 4.2%, Broadcom’s AI‑chip deal with Google/Anthropic boosting the semiconductor sector over 1%.
Analysts recommend buying technology, media, telecom and industrials leveraged to lower gas prices and long‑term rate cuts.