US Equities Mid-Day Color

US equities are trading higher following Trump/Xi geopolitical developments, with heavy outperformance in AI software and semiconductor sectors.

Key Takeaways

• 1.US markets are broadly higher as investors digest positive takeaways from Trump/Xi meetings, with the NDX leading major indices.
• 2.The AI sector continues to show strong momentum, particularly AI Software and Semis, catalyzed by robust Cisco earnings and guidance.
• 3.Retail trading activity is surging, now accounting for approximately 20% of total US equity trading volumes.

Table of Contents

• Key Focus:
• Our Flows:
• Chart of the Day:
• Notice to Australian Investors
• Additional Disclaimers

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