Intro

Paul Hickey, Co-Founder of Bespoke, breaks down the market action, as well as earnings from Asana and HPE. CrowdStrike earnings reaction with Joel Fishbein of Truist. Our Pippa Stevens on the latest in the warming relationship between nuclear and tech: this time, with Constellation and Meta. Stacy Rasgon of Bernstein on why Qualcomm is the “Rodney Dangerfield” of chip stocks—getting no respect despite strong fundamentals. Bullish technical signals with Warren Pies, Co-Founder of 3Fourteen Research, who sees a path to all-time highs this summer. Plus, Diana Olick on how more homeowners are cashing out home equity.