CNBC's "Fast Money" Fast Money 5/13/25
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May 13, 2025 Dive into the world of semiconductor stocks, with a notable 22% surge in the semiconductor ETF. Discover how key players like Micron and NVIDIA are shaping the market amidst geopolitical challenges. Explore investment strategies for identifying undervalued stocks and the impacts of Honda's financial woes on the automotive landscape. Enjoy insights on renewable energy advancements and the shifting dynamics of crypto markets, as well as final trades on Uber and Lyft. Tune in for a blend of humor and market expertise.
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Semiconductors Lead Market Rally
- Semiconductors have surged 22% in the past month, driven by NVIDIA, Micron, Texas Instruments, and Broadcom.
- The sector is leading the market higher after rebounding sharply from lows earlier this year.
Semis Show Cyclical Volatility
- Semiconductors act as the cyclical, high-beta segment within tech, showing more violent swings than broader market.
- Their recent outperformance reflects cyclicality but warrants caution; trimming longs or hedging is advised.
Rising Yields Challenge Stocks
- Rising 10-year yields near 4.5% challenge equity premiums despite easing inflation.
- Investment decisions now weigh whether fixed income increasingly competes with stock market rallies.