Rising rates are rattling markets, but memory, AI infrastructure, and semiconductor equipment are holding their ground. Join our lively market chat as we unpack the Fed, Micron’s earnings, chip demand, and which sectors may weather the storm.
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0:00 - Rising Rates and Semiconductor Resilience
3:18 - Chipmakers, Equipment Stocks, and TSMC Expansion
7:26 - Economic Signals and Rate-Resistant Sectors
11:57 - Market Polarization and Micron Earnings Expectations
15:41 - Samsung Electro-Mechanics and Micron Earnings
18:41 - HBM Pricing, LTAs, and Semiconductor Guidance
22:52 - Upcoming Earnings and the October Market Outlook
