US equity markets staged a broad recovery on Thursday, with semiconductor stocks emerging as the primary engine of growth.
The rally came after a turbulent week for technology shares, which had been weighed down by market jitters following Donald Trump’s comments at the NATO summit.
Those remarks had triggered a sharp sell-off across multiple global markets, including in Denmark and Spain, earlier in the week.
The pivot in sentiment was most pronounced in the chip sector, where investors appeared to discount the geopolitical noise in favor of underlying demand fundamentals.
The Dow Jones Industrial Average and the Nasdaq Composite both posted solid gains, reflecting a broader-based improvement in risk appetite.
This marks a clear shift from the defensive positioning seen in previous sessions, as traders began to rotate back into growth-oriented technology names.