Are semiconductor stocks stretched too far? Abe Sheikh, CIO, Cordoba Advisory Partners breaks down the latest market outlook, including why it might be time to short the chip rally and shares where investors can rotate into for better value.

Produced/Presented: Ryan Huang
Image: Geralt via Pixabay

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Stocks pulled back from record highs as rising oil prices and the shock exit of the UAE from OPEC rattled sentiment. At the same time, concerns over slowing growth at OpenAI hit semiconductor stocks, raising fresh questions about the cost of sustaining the AI boom. Isaac Wakszol, CEO, Activest Wealth Management discusses with Big Tech earnings ahead, is this just a pause or the start of a deeper rethink?

Produced/Presented: Ryan Huang

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The S&P 500 and Nasdaq Composite have scaled new summits, inching up to new record highs, but beneath the surface of this historic rally, a tug-of-war is emerging between robust corporate fundamentals and a thickening fog of global instability. Mark Giambrone, Head of US Equities and Portfolio Manager at Barrow Hanley Global Investors, to dissect the "Earnings Shield" protecting the markets from a fresh escalation in the Strait of Hormuz and stalled Iran peace talks.

Produced/Presented: Ryan Huang
Image: Geralt via Pixabay

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