26 March 2026 — Today’s Market News — $50B Foreign Investor Exodus Shakes Markets Amid War, While Nanya Rallies on $2.5B Tech Investment.

March 26, 2026 Centrino Capital

War triggers Brent crude near $102/bbl, Currys sinks 9.78% on CEO departure, silver drops 1.9%

Broad market weakness emerges as elevated oil prices above $100 fuel inflation concerns, pushing the Nasdaq down 2.51% and the FTSE 100 lower by 2.93%, while precious metals soften with gold slipping 0.40% and silver increasing 0.40%, reflecting cautious sentiment and growing concerns over global growth and interest rate pressures.

Today’s Snapshot

• Nasdaq Composite: 21,761.90 (-2.51%)
• FTSE 100: 9,965.16 ( -2.93%)
• TWSE (Taiwan Weighted Index): 21,946.76 (+2.01%)
• Gold: $4,506.53/oz (-0.40%)
• Silver: $71.25/oz (+0.40%)

Global Markets

(A) Precious Metals

Gold: $4,506.53/oz (-0.40%)

Gold fell 0.40% after rising for two straight sessions, as investors became less worried about tensions in the Middle East.

Silver: $71.25/oz (+0.40%)

Silver fell 1.9%, dropping more than gold as investors grew concerned that global economic growth could slow due to high oil prices and elevated interest rates.

(B) Energy

Brent Crude: $102.22/bbl. (-2.17%)

Brent crude fell 2.17% to $102.22/bbl. as markets calmed slightly after earlier fears that the Middle East conflict could disrupt oil supply had pushed prices above $104/bbl. However, the situation is still uncertain, with Iran reviewing a U.S. ceasefire proposal but not clearly agreeing to talks, while Donald Trump said Iran wants to make a deal, keeping prices unstable.

At the same time, the war is affecting markets, with foreign investors selling about $50 billion worth of regional stocks since the U.S. and Israel started strikes on Iran.

(C) FX
Dollar Index (DXY): 99.69 (+0.03%)

Dollar Index (DXY) rose 0.03% to 99.69, staying largely stable as markets remained cautious. The dollar was supported by high oil prices keeping inflation concerns elevated and continued demand for safe-haven assets amid Middle East uncertainty.

USD/JPY: 159.39 (-0.1%)
USD/JPY eased 0.1% to 159.39 but remained near highs as the yen stayed under pressure from high oil prices and strong dollar demand. Japan is now considering using its $1.4 trillion foreign exchange reserves to sell oil futures and push oil prices lower.

(D) Stock Market — What Happened Today

(D) Stock Market — What Happened Today

US Equities

Nasdaq Composite: 21,761.90 (-2.51%)

S&P 500: 6556.37 (+0.54%)
U.S. markets were mixed, with the S&P 500 rising 0.54% while the Nasdaq fell 2.51%. Tech stocks came under pressure from interest rate concerns, while the broader market held up better.

Major Movers:

Advanced Micro Devices (~+3–4%)

Shares rose after reports that the company plans to increase CPU prices amid tight supply and strong demand. The move improves profit expectations and supports AMD’s position in high-performance computing and AI-related markets.

Arm (+16.4%)

Shares surged after the SoftBank-controlled company unveiled its first AI data-center chip (AGI CPU), marking a shift from only designing chips to directly selling them.

The new chip is designed for advanced “agentic AI” systems that can handle complex tasks beyond simple queries, and is expected to generate up to $15 billion in annual revenue.

Nvidia (~+2%)

Shares rose after management projected up to $1 trillion in lifetime sales from its Blackwell and Rubin GPUs by 2027.

The outlook is further supported by expectations that global data-center spending could reach $3–4 trillion annually by 2030, reinforcing Nvidia’s position at the center of the AI boom.

United Kingdom

• FTSE 100: 9,965.16 ( -2.93%)

FTSE 100 declined 2.93% to 9,965.16, reflecting broad-based weakness across UK equities in the latest session.

Major Movers:

Barclays (−1.32%+)

Shares declined after warning that a prolonged disruption in the Strait of Hormuz could lead to a 1.3–1.4 million barrels per day oil supply loss, highlighting rising energy risks and adding pressure on broader UK markets.

As per Reuters, the bank also said oil supply is harder to increase now, as OPEC+ does not have enough spare capacity and new supply from other countries is slowing due to years of low investment.

Currys (−9.78%)

Shares fell sharply after the company announced that CEO Alex Baldock will step down after eight years in the role to take another position.

The leadership change added uncertainty despite stable business performance, with the company now beginning a search for a new CEO while Baldock remains during the transition period.

Taiwan

TWSE (Taiwan Weighted Index): 21,946.76 (+2.01%)

Nanya Technology (+10%)

Shares surged after the company raised $2.5 billion through a private placement to major global tech firms including SanDisk, SK Hynix, Cisco, and Kioxia.

SanDisk is investing around T$31 billion (~$970 million), while the other firms are investing about T$16 billion each.

The funds will be used to expand advanced memory chip manufacturing, supported by rising AI demand and long-term supply needs.

Volatility & Positioning

VIX closed at 27.19, showing markets are nervous. Investors are cautious as oil and bad news could quickly push markets down.

What Traders Are Watching

Middle East ceasefire signals — Any confirmation or rejection of a deal could quickly move oil, inflation expectations, and global equities.
Central bank repricing — Markets are watching whether higher energy prices keep the Fed on hold and strengthen the case for another BOJ move in April.
Oil and equity technical levels — Brent above $100 and USD/JPY near 159 remain key stress points for inflation-sensitive assets and policy credibility.

Yesterday’s Market News — March 25, 2026

Markets were mixed as SK Hynix announced a $14B capital raise and Jefferies fueled M&A speculation. The Nasdaq Composite rose ~0.3% while the S&P 500 was flat, with Asian markets mixed. Gold traded near ~$2,180/oz and silver around ~$24/oz, while the CBOE Volatility Index held around ~25, reflecting cautious sentiment.

Catch up on: SK Hynix $14B Capital Raise Plan and Jefferies M&A Speculation Shape Market Sentiment.

Sources

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