From Nasdaq: 2025-04-14 10:00:00

Last week, U.S. stocks saw major gains with the S&P 500, Dow Jones, and Nasdaq all rising significantly. Tech stocks like NVIDIA, Amazon, and Apple led the rally, with gains ranging from 5% to 17%. The market surge was fueled by Trump’s tariff pause, and the rally is expected to continue in the near term.

President Trump’s decision to halt reciprocal tariffs for 90 days and exempt Apple products from additional tariffs boosted the tech sector. Other tech goods like smartphones, memory chips, and solar cells were also exempted. The exemptions aim to give companies time to shift production to the U.S. and reshape trade in the semiconductor industry.

The tech sector is poised for strong growth in the first quarter earnings season, with earnings expected to rise by 12.5% and revenues by 10.2% compared to last year. Investors are betting on lower interest rates, which could benefit tech companies that rely on borrowing for growth. The adoption of AI technology and the global digital shift are also expected to drive growth within the sector.

Tech ETFs have been beaten down due to tariff talks, making them attractive for investors looking to capitalize on the potential rally. ETFs like Valkyrie Bitcoin Miners, VanEck Vectors Digital Transformation, SPDR S&P Semiconductor, ROBO Global Robotics & Automation, and Global X Internet of Things are worth considering for those seeking exposure to the tech sector.



Read more at Nasdaq: Tech Set to Surge on Tariff Pause: 5 ETF Picks