Can Tech Strength Still Drive Markets Amid Trade Tensions?

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Macro approach:
The Nasdaq 100 (USTEC) began Jun with strong momentum after its best monthly performance since 2023, fueled by robust tech earnings and a brief lull in tariff concerns.
- However, renewed US-China trade tensions resurfaced early in the week, briefly weighing on sentiment before a market rebound restored cautious optimism.
- Nvidia (NVDA) surged due to the continued demand for AI chips. At the same time, Tesla (TSLA) drew investor focus ahead of its 12 Jun robotaxi launch, helping maintain positive momentum in the face of geopolitical uncertainty.

Technical approach:
- USTEC is now testing the previous swing high near 218000, staying above both EMAs, a sign of ongoing bullish strength.
- A clear break above 21800 would likely open the path toward the record-high zone near 22200.
- Failure to do so may trigger a pullback toward the nearest support of around 20700.


Analysis by: Dat Tong, Senior Financial Markets Strategist at Exness

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