# AI rally powers Nasdaq to record high

Page: https://stenobird.com/podcast/moving-markets-5478198/ai-rally-powers-nasdaq-to-record-high
Text version: https://stenobird.com/podcast/moving-markets-5478198/ai-rally-powers-nasdaq-to-record-high.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-09-23T07:01:43+00:00
Episode link: https://share.transistor.fm/s/deb65cf2
Audio file: https://media.transistor.fm/deb65cf2/09745b46.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/ai-rally-powers-nasdaq-to-record-high
Duration seconds: 906

## Resource

The Nasdaq climbed to a fresh record as investors continued to back AI-related stocks, while oil prices fell on hopes of easing tensions between the US and Iran. In today's episode, Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy Research, share how last week's Fed rate hike has impacted their expectations for bond and equity markets, and discuss the key risks and opportunities investors are watching now. (00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:34) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:07) - Bond markets after the FOMC: Dario Messi, Head of Fixed Income (09:18) - Equity markets after the FOMC: Mathieu Racheter, Head of Equity Strategy (14:24) - Closing remarks: Lucija Caculovic, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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## Transcript

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