US stocks bounced back, semiconductors stole the spotlight, and oil, Fed signals, and Middle East tensions kept traders guessing. We break down Micron, AI power infrastructure, and the market themes to watch next—get the full rundown!
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0:07 - U.S. Market Rebounds Amid Volatility
3:22 - Semiconductor Rally and Micron Outlook
6:46 - Optical Communications Stocks Gain Momentum
9:39 - Software Earnings and Biotech Pressures
12:41 - Iran Tensions and Oil Market Risks
16:03 - Fed Rate Outlook and Jobs Report
18:24 - Permitting Reform Boosts AI Infrastructure
22:27 - Autonomous Combat Command and Market Outlook
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