U.S. Government Acquires Stake in Intel: Implications for the Semiconductor Industry

Navigate the Federal Reserve’s market impact with Vince Reinhart and Carole Schleif from BNY Investments analyzing implications from Powell’s speech. T. Rowe Price’s Tony Wang examines the ongoing tech rotation. UBS’s John Lovallo breaks down the housing trade opportunities, while RBC’s Gerard Cassidy provides insights on the banking sector outlook. Adam Crisafulli from Vital Knowledge sets up next week’s key market catalysts as consumer discretionary faces pressure and chips rally.