[🔴LIVE September (month 9) 22, Tuesday, U.S. Market Update] A rally launched by Meta! AI and semiconductors soar! | Bitcoin reaches its highest level in 7 months!!

On September (month 9) 22, large technology stocks and semiconductors surged in the U.S. market following the success of Meta's AI service “Muse,” and most sectors rose except energy. Meta benefited from expectations that it could monetize AI services through advertising and other means by adding them to the enormous traffic on its existing social platforms. AMD, Intel, ARM, and semiconductor equipment stocks gained on expectations that agentic AI would increase demand for both CPUs and memory. Oil prices fell as the possibility of contact between the U.S. and Iranian leaders at the United Nations General Assembly was discussed, alongside observations that actual crude oil shipments through the Strait of Hormuz were holding up better than expected. Bitcoin and related stocks surged, with a short squeeze adding to the gains. However, despite the S&P500 being near its highs, more stocks reached 52-week lows than new highs, revealing a warning sign of narrowing market breadth. Long-term interest rates declined slightly as geopolitical tensions eased, but remained high, while rising mortgage rates weighed on the U.S. housing market. Industries generating high returns, such as data centers, can withstand high interest rates, but heavily indebted companies and real estate face pressure, so this divergence could continue. Federal Reserve officials suggested further interest rate increases, saying inflation was arising not only from energy but also across goods and services and from overheated demand. The assessment therefore concludes that although the market is strong, the fact that investors have begun treating high interest rates as insignificant is itself a warning sign, and risks are growing as the market rises, with the possibility of one more rate increase before the end of the year. It emphasizes that investing requires continuously monitoring market breadth, interest rates, inflation, supply and demand dynamics, and the risks one can bear, rather than focusing on getting forecasts right.