Mike Wilson Sees Semiconductor Stocks Correcting

We begin this hour with stocks adding to gains to kick off the first full week of the first quarter, the third quarter. Mike Wilson and Morgan Stanley writing, falling energy prices, peaking tariff inflation, and contained services keep the Fed on hold rather than hiking this year. Lower real rates should support equities and further fuel the broadening trade.I'm pleased to say that Mike joins us around the table for the next hour. He joins us for more. Mike, good morning.Good to see you. Good morning. Let' ...