Markets are mixed, but AI and semiconductor stocks are stealing the spotlight. We break down the Fed and bond yields, Micron expectations, soaring HBM demand, OpenAI’s new AI agent, and Bloom Energy’s big expansion. Get the key themes shaping the next market move.
#Markets #AI #Tech #Semiconductors
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0:07 - Market Opening Outlook
0:57 - Interest Rates and Oil Markets
5:11 - Semiconductor Rally and Market Rotation
8:43 - Renewable Energy Stocks Surge
11:28 - Semiconductor Equipment Trends Reverse
12:30 - AI Policy and the Agent Race
21:31 - HBM Pricing and Supply Outlook
24:04 - Bloom Energy Expansion Plans
