Markets have marched back towards record highs over the last two weeks, buoyed by a drop in oil prices, surging bank profits and the possibility of a peace deal that reopens the Strait of Hormuz, The Wall Street Journal reports. The Nasdaq is on its longest winning streak since 2021, a 10-session run that has seen it erase wartime losses and pull within 0.2% of January's record high. While investors expect energy markets to remain disrupted, they're bullish on consumer spending and the AI-driven tech economy.
LinkedIn Talent Insights
The "AI-driven tech economy" thesis shows up in the talent data. The Magnificent 7 have 34,800 open roles between them — Amazon alone has 14,781. NVIDIA is hiring fastest (+17% headcount, with ~9% of its workforce in open recs); Meta's three fastest-growing skills are all ML libraries (NumPy +25%, Pandas +24%, Keras +24%). The bullishness isn't just stock-price sentiment — it's payroll commitments.
