Wall Street Weighs ‘Hawkish Cut’ While Tech Shines: Markets Wrap

  • Broadcom’s AI demand boom outlook lifts chipmaker shares
  • Pound falls on weak data; dollar heads for second weekly gain
Morgan Stanley's Wilson on Stocks in 2025, Volatility
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This year’s frontrunners, big technology stocks, set a record while Treasuries sank as investors braced for a slowdown in the pace of the Federal Reserve’s interest-rate cuts ahead of a meeting next week.

The Nasdaq 100 climbed for the fourth week in a row powered by a Friday surge in Broadcom Inc. across the entire chip-technology complex. The tech-heavy gauge rose 0.8% to an all-time high for the second time in three days while other major US stock indexes struggled. The S&P 500 slid 0.6% this week while the blue-chip Dow Jones Industrial Average dropped 1.8%.