Stock Market Impact: S&P 500 futures flat at 7,539.25, Nasdaq 100 futures steady at 30,082.75, Dow futures up 0.1% to 50,582.0; regular session saw S&P 500 close up 0.5% at record high, Nasdaq Composite up 0.9%, Dow down 0.3%.
Listed Companies and Sectors: Micron Technology (NASDAQ:MU) surged, driving the Philadelphia Semiconductor Index to an all‑time high and pushing Micron’s market capitalization to $1 trillion for the first time; chipmakers led the rally.
Investment Flows: No specific FDI/FPI data; however, heightened geopolitical risk may affect capital flows, and Treasury yields fell ~8 bps to 4.49%, indicating a shift to safer assets.
Interest Rates, Inflation, and Liquidity: 10‑year Treasury yield eased to around 4.49%; investors await the Fed’s Personal Consumption Expenditures (PCE) price index later in the week for clues on interest‑rate trajectory.
Fiscal or Monetary Policy: No new fiscal measures; focus remains on upcoming Fed inflation gauge (PCE) for monetary policy guidance.
