DANI: WE START TO RALLY AFTER THE BEST WEEK SINCE EARLY MAY. 30 MINUTES TO GO UNTIL THE START OF CASH TRADING. "BLOOMBERG OPEN INTEREST " STARTS RIGHT NOW.DANI: IT IS A PIVOTAL WEEK FOR THE AI TRADE AS SPACEX JOINS THE NASDAQ 100, SAMSUNG REPORTS EARNING AND SK HYNIX MAKES HIS U.S. DEBUT. VONNIE: THE MARKET IS GETTING A LOOK INSIDE THE KEVIN WARSH FED WHEN THE FOMC MEETING MINUTES DROP ON WEDNESDAY. A FEW STOCKS TO WATCH.MEMORY CHIPMAKERS ARE AMONG THEM SO LET'S START WITH SANDISK LEADING THE REBOUND, UP 5. ...

David Tepper’s Appaloosa returned 32% in the first half of the year, fueled by bets on the high-flying memory-chip sector https://t.co/eHNH3VzVfW ...

All right. Let's start with SK Hynix. Uh, this morning, kicking off the formal marketing, uh, process for its, uh, U.S. listing, the South Korean chipmaker is trying to capitalize on investor demand for the, uh, memory chips.I'm going to say the high flying memory chip sector, uh, a company is seeking to sell American depositary receipts. This would represent just about 18 million common shares. It will be valued at about $28 billion.Uh, the offering of the ADR comes after the firm's Seoul traded stock. Tha ...

So look there. There's nothing that's really changed since our mid-year outlook. Um, you know, I think we still have this list of things that we think could present short term tactical risks to the market, but we view those as things that might generate something like a 5 to 10% drawdown at worst.Um, you know, those are things like the midterm elections later this year. I know, you know, there's a lot of stories starting to percolate there. Um, and interest from clients starting to percolate as well.At some ...

I'm Jessica Edinger. CNBC Wall Street is mixed this afternoon. The Dow popped this morning, touching a fresh record high and rising above 53,000 for the first time before pulling back.It's down 41 points. Proctor and Gamble shares leading it lower. They're down 2 and a.5%. Nike down 2 and a half% as well.The S&P 500 index up 53 points. That's almost 3/4 of a percent. and the NASDAQ soaring up 350 points now 1.3%.Chip shares are rallying today. You have advanced micro devices up 8 and a half%. Qualcomm up 6% ...

If the first half of 2026 teaches us anything, it's that worrying about geopolitics doesn't make you rich. In a year where President Trump has threatened to invade Greenland, he's launched a war against Iran that shut the straight of Hormuse and put his own guy in at the Federal Reserve, the US stock market is up 10%. And we're only halfway through.So what's driving the rally. It's not expectations of lower interest rates, which are up sharply since the beginning of the year. The common answer is booming ea ...

>> THE MARKET HAS DEFINITELY RUN OUT OF PATIENCE. >> IN THE NEAR TERM, THE DEMAND IS STILL THERE. >> THE MICRO IS THE MACRO. AI IN THE MARKETS IS THE DOMINANT FEATURE.>> THIS IS KIND OF WHERE THE RUBBER HITS THE ROAD. >> THIS IS "BLOOMBERG SURVEILLANCE JONATHAN:." LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING, GOOD MORNING, FOR OUR AUDIENCE WORLDWIDE, "BLOOMBERG SURVEILLANCE" STARTS NOW. WALL STREET RETURNING FROM A LONG WEEKEND, WITH A SOFTER THAN EXPECTED JOBS REPORT REMOVING SOME URGENCY TO HIKE JUS ...

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