Intro

Tech stocks staged a turnaround to start the week, helping lead the market higher. Vital Knowledge’s Adam Crisafulli and Richard Bernstein Advisors’ Dan Suzuki break down the market action and what’s ahead. Earnings from NXP Semi, Cadence Design, Cleveland-Cliffs, Zions and Nucor. Stifel’s Tore Svanberg on what NXP numbers mean for the rest of the industry. Mark Mobius on his top plays in emerging markets. Bessemer’s Byron Deeter on Silicon Valley and Kamala Harris, plus what’s next for AI and cloud companies. Bitwise Asset Management founder & CEO Hunter Horsley on his spot ether ETF on the eve of its first trading day.