Microsoft futures trading volume spiked mid-session after analysts reiterated “overweight” ratings, citing sustainable growth in cloud and gaming segments. The thing is, this is just a taste of what to expect for the near and distant future now that AI is making it easy and advantageous to digitize, well, everything . Deloitte believes the global semiconductor market is poised to grow from just a little less than $700 billion this year to $1 trillion by 2030, en route to $2 trillion by 2040. "The market could be losing its glass-half-full bias as the realities of tariffs and seasonality kick in. Investors have mostly looked past warning signs like the last CPI report, which showed the impact of trade duties," Russell said. "Those pressures might increase going forward, especially if the White House pursues secondary sanctions on Russia's oil buyers like China."
