Strong Bank Earnings Fuel Markets… And Impact Of China’s Rare Earth Crackdown 10/15/25

Strong Bank Earnings Fuel Markets… And Impact...

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The Best First Half Ever for Semis… And Nike Report Results 6/30/26

The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kev ...  Show more

Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26

Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could mean for the U.S. chip trade. Then, Jefferies chief market strategist David Zervo ...  Show more

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