Inside the ICE House Author: Intercontinental Exchange Language: en Genres: Business, Business News, News Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Market Storylines: All-Time Highs, Semiconductor Surge + Oil Swings
Friday, 8 May, 2026

Michael Reinking, NYSE Senior Market Strategist, recaps a volatile week as Iran headlines drove swings in oil and markets. Despite the uncertainty, the S&P 500 pushed to fresh all‑time highs on a strong earnings backdrop. Results have broadly exceeded expectations, led by powerful growth in AI‑driven sectors like semiconductors. Economic data continues to signal resilience, supporting the rally. Focus now turns to upcoming jobs and inflation data alongside ongoing geopolitical developments.

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