US stock index futures surged, S&P 500 +2.7%, Nasdaq +3.5%, Dow +2.6% after Trump announced two‑week ceasefire with Iran.
Oil prices fell over 13% and U.S. Treasury yields dropped, easing inflation concerns and reviving expectations of Fed rate cuts later 2026.
Semiconductor stocks rallied, Broadcom AI chip deal with Google/Anthropic lifted sector >1%; Intel +4.2%, Nvidia +0.3%, indicating bargain buying after March losses.
Analysts recommend buying tech, media, telecom, semiconductors and industrials, expecting momentum, leverage and short‑interest to outperform while gold and silver rebound.