Patrick Moorhead: The U.S. lifting China restrictions is a positive sign for chip software designers

Tech is boosting the S&P 500 and the Nasdaq. We're at new records. The Nasdaq is aiming for what would be its eighth positive session of the last nine.And this morning, uh, this is as the US lifts export controls on chip design software to China. Who are the companies at play here. Uh, Gen Cadence Design, Synopsis, Seaman's also getting a lift.Joining us now to discuss more insights founder and chief analyst Patrick Morehead. Patrick, obviously we can see it's good for some of these names. Uh is it a conclu ...