Summary：**Dow Jones Surges 0.1% as Oil Prices Spike, AI Chips Rally** *US stocks traded mixed as Nasdaq gai

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**Dow Jones Surges 0.1% as Oil Prices Spike, AI Chips Rally**
*US stocks traded mixed as Nasdaq gained on chip stocks, while the Dow lagged amid geopolitical tensions and investor focus on Fed policy.*

### Introduction
Wall Street opened the session with a split personality. The Dow Jones Industrial Average edged up just 0.1%, buoyed by a sudden jump in crude oil prices, while the Nasdaq Composite climbed higher on strong demand for artificial‑intelligence semiconductors. Investors remained cautious, weighing escalating geopolitical headlines against the latest signals from the Federal Reserve about interest‑rate policy.

### Key Developments
Energy markets drove the early‑morning buzz. Brent crude jumped over 2% after OPEC+ hinted at tighter supply, lifting shares of integrated oil companies and pushing the Dow’s energy sector into positive territory. Meanwhile, semiconductor stocks rallied after Nvidia announced a new generation of AI‑focused GPUs, prompting a 1.5% gain in the Nasdaq and lifting related names such as AMD and Broadcom.

On the macro front, the Fed’s latest minutes reinforced a “data‑dependent” stance, leaving traders uncertain about the timing of any rate cuts. Geopolitical tension—particularly a flare‑up in Eastern Europe and renewed sanctions talks involving Iran—added a layer of risk aversion that kept the Dow’s gains modest.

### Industry Analysis
The divergence between the Dow and Nasdaq highlights a sector‑specific rotation. Traditional industries tied to commodities—energy, materials, and industrials—benefited from the oil price spike, giving the Dow a modest lift. In contrast, growth‑oriented tech firms, especially those exposed to AI infrastructure, captured investor enthusiasm, driving the Nasdaq’s outperformance.

Analysts note that oil’s rally may