Wolfe's Chris Caso on state of the chips sector, 2026 outlook

Let's take a look at the chip sector. Uh green arrows across the board at least right now pre-market joining us. Chris Quesa, wolf for search senior analyst.Chris, great to have you with us. >> Good morning. >> What happened. What happened with Oracle with the OpenAI delays with Broadcom.Has that changed at all the way investors should look at the sector. >> We don't think so. And the Broadcom report from last week was was was really quite good.Uh the they're you know still upside to the numbers. are lookin ...