Now, can the rest of the tech trade catch up with the chip rally. Long way to go. My next guest thinks a catch down is more likely.Joining me now is Jonathan Kinsky, BTIG chief market technician. Why a catch down. I mean, software certainly has a just a little bounce would go a long way.>> Hey, John. So yeah, I think the conversation to this point has been, you know, how extreme the move in tech AI semis have been, but I think the conversation really needs to be shifting on, you know, not only what when wil ...

And right now we are two minutes away from the end of the trading day. Romaine Bostick alongside Katie Greipel, taking you through to that closing bell with the global simulcast. We're joined now by Carol Massar and Tim in our New York studios.Welcome to our audiences across all of our Bloomberg platforms, television and radio. Our partnership with YouTube here on what looks like yet another record setting day for U.S. equities. Nice job, by the way.Over double on you guys. Thank you. That was really intere ...

Most US-listed companies on the Philadelphia Semiconductor Index report earnings after America's markets close, writes @shuli_ren. That's a sweet spot for Asian early birds (via @opinion) https://t.co/U29cLPnFyc ...

on the market somewhat unfased by uh those recent comments from the president about the deal being on life support with Iran. The Dow uh little changed at this hour. The S&P up about.3%, the NASDAQ up by about 04% at this point in time.You can see the Russell up about 7% as well. Uh guys, this has been a huge run to the upside since March. And you know, everybody talks about the various superlatives that we've seen and I have to wonder against this backdrop of a very complex geopolitical environment, one wh ...

Welcome to Market Catalyst. I'm Julie Heyman. 30 minutes into the US trading day. Let's take a look at the major averages. We are not seeing a heck of a lot of change here, but the NASDAQ and the S&P 500 did close on Friday at a record high. So, if either of them increases at all today, it will be another record close. But really, we see a lot of attention on later in the week. We've got President Trump and President Xi of China who are going to be meeting in China. So, some focus on that. We'll be getting ...

RT Phil Rosen (@philrosenn)Micron $MU is up over 1,000% since last year. That's a steeper path than Cisco during the dot-com bubble.Cisco gained 786% 1998-2001 before collapsing.Remember, Micron also saw a similar 555% rally in 2018 before dropping 54%: https://t.co/lfG7eV3Cf3 https://t.co/MC8IMcsI7e ...

It's cold open Monday. Stocks are near record highs because the next phase of AI mania has gripped the minds of investors. Just look at semiconductor stocks which are starting to look as bubbly as inside of a volcano.This week we'll also officially see Kevin Walsh take over as Fed share from Jerome Pal. Interesting to see Bank of America and Goldman Sachs push out their rate cut expectations to a later date before this even happens. But I just want to toss this up for your consideration before my two big in ...

最近好焦虑，唯一的美股操作是150的时候买了一些qcom，半个月左右居然就六十多个点了，不过买的很少，无法缓解我的焦虑说实话不是很懂ai，我的逻辑特别简单就是觉得这种很知名的有大量技术积累的半导体公司居然没怎么涨，那早晚资本会找个理由炒作它选择比努力更重要这句话真是永远都不过时，感觉自己还是太年轻有些经验不足，思路转变的有些慢，路径依赖依赖了太久了 ...

Semiconductor earnings are unleashed and driving the market, writes @johnauthers. The overall pie will grow, even if the winnings stay concentrated (via @opinion) https://t.co/tVfNWRRdOV ...

The great chip-stock melt-up of 2026 is in full swing https://t.co/AtvbbX0tJZ ...