Friday's market session saw a mixed tone, with the S&P 500 and Dow Jones closing in positive territory, while the Nasdaq Composite ended the day in the red. The S&P 500, which had been on a slight upward trajectory, closed at 7,411.98, up 3.68 points (+0.05%), while the Dow Jones closed at 51,947.25, up 235.60 points (+0.46%). In contrast, the Nasdaq Composite closed at 24,975.82, down 161.87 points (-0.64%). The uneven performance across the indices suggests a mixed market sentiment, with some sectors and sectors driving the market higher, while others pulling it lower.

The most significant macro drivers appeared to be oil prices and geopolitical tensions. The market saw a recovery as oil prices eased, with Brent oil falling below $100, which contributed to a more positive tone. Additionally, new Trump tariffs took effect, which may have influenced the market's outlook. Geopolitical tensions, particularly concerns over Iran, also played a role in the market's performance, with the S&P 500 turning red late into the session due to mounting chip stock losses. Reports of Pakistan pushing for new U.S.-Iran talks also contributed to a positive sentiment for the Dow Jones. Sector-specific themes included the impact of AI on the market, with one AI-related stock experiencing a tumble.