Why Semiconductors & AI Are Setting The Tone For Markets

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Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss the latest macro data and how it connects to the AI narrative driving tech stocks higher. This week, we cover Western Digital (NASDAQ:WDC), Lam Research (NASDAQ:LRCX), and Texas Instruments (NASDAQ:TXN).

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The CNN Money Fear and Greed index showed further decline in overall sentiment among U.S. investors on Wednesday. The Dow Jones closed higher on Wednesday, recording its longest winning streak since 1987 following interest-rate decision from the U.S. Federal Reserve. The index notched gains for the 13th straight session.

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