When it comes to tech stocks, the US is always worth a look!
I, personally, regularly read American news portals. Following the publication of solid US consumer price data, global stock markets are seeing new hope for monetary policy easing. Investors are increasingly speculating that the US Federal Reserve will soon take action on interest rates, which is providing a new boost, especially for interest-rate-sensitive tech stocks and benchmark indices worldwide.
What happened
- In July 2026, US inflation dropped from 3.5% to 3.4%.
- "Core" inflation (excluding food and energy) also dropped: from 2.6% to 2.5%.
- This gave markets confidence: prices are no longer rising as fast.
Why it matters
- With lower inflation, the Federal Reserve can cut interest rates.
- Lower rates = cheaper credit.
- Tech companies benefit the most because they rely heavily on financing for growth.
Immediate impact
- The Nasdaq 100 index rose sharply, surpassing 29,790 points.
- Artificial intelligence and semiconductor stocks were the most sought after.
- Investors are awaiting new economic data to confirm whether the Fed will cut rates.
Precisely in a market environment like this, it is not enough to simply read the headline "Inflation is falling". You need to identify as early as possible which stocks truly benefit from changes in interest rate expectations, in which aspects the market has already priced in many positive expectations, and in which stocks a new trading opportunity might emerge.
Precautions
- Not all stocks rise equally.
- After a quick rise, some sell to secure gains → prices can fall.
- The important thing is not just that inflation falls, but how markets react to each new piece of data.
Practical tips
- Don't just stick to headlines like "inflation is falling."
- Observe which companies truly benefit.
- Avoid impulsive purchases: look for solid companies and real opportunities.
In summary:
Inflation fell slightly in the US, opening the door for the central bank to cut interest rates. Tech stocks soared because they are the most sensitive to this type of news. But remember: not all stocks react equally, and there can always be ups and downs.