Goldman Sachs Nasdaq-100 Premiu is trading 2% up today as investors rotate into growth and AI-sensitive names following a sharp drop in oil prices and easing inflation fears.

  • A tentative 60-day U.S.–Iran peace deal is pulling energy and yields lower, boosting rate-sensitive tech and Nasdaq-linked strategies like GPIQ.
  • Broader risk-on sentiment and follow-through from SpaceX IPO-driven tech optimism are providing additional support to the information technology sector's rebound.