We're headed towards the end of semiconductor cyclical inventory correction: Wolfe's Chris Caso

Uh the commerce department still working out the legal details of President Trump's plan to charge 15% export uh taxes. Basically that's what it is on Nvidia and AMD for sending certain semiconductors to China. The White House says similar arrangements could be applied to other companies in the future.It's interesting the semiconductor ETF SMH is at a record high though up nearly 25% year to date. And joining us now with more on what's driving the sector, Wolf Research senior analyst Chris Casso. Did when w ...