Despite the war with Iran, stock markets in the United States, Japan, and South Korea have reached new historical highs. The S&P 500 index has reached 7,273 points, while the NASDAQ-100 has surpassed 28,000 points. This growth is occurring against the backdrop of a global economy affected by conflict, which disrupts energy markets and trade routes. Although at the beginning of the conflict the stock markets fell, they quickly rebounded. The main driver of growth is the technology sector, especially the development of artificial intelligence, with companies like Samsung and TSMC in the spotlight. Financial results from the first quarter showed a 28% increase in profits for S&P 500 companies. Additionally, some investors who had bet on a decline were forced to buy stocks, thus fueling the growth. Investor optimism is based on the hope for a diplomatic agreement with Iran and on the intervention of central banks in case of a deterioration of the economic situation. This dynamic suggests that, for now, market optimism has a solid foundation.
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