Brian Stewart

Yeah, I think ADI gives us a good boost to the chip sector in general. So you saw Micron up 14% in the past week and Texas Instruments up 9% in the past week. NVIDIA was up as well. I'm sure we're going to talk about that when we're looking into next week. But looking into the chips, an interesting story in itself was Intel.

Yeah, I think ADI gives us a good boost to the chip sector in general. So you saw Micron up 14% in the past week and Texas Instruments up 9% in the past week. NVIDIA was up as well. I'm sure we're going to talk about that when we're looking into next week. But looking into the chips, an interesting story in itself was Intel.

Yeah, I think ADI gives us a good boost to the chip sector in general. So you saw Micron up 14% in the past week and Texas Instruments up 9% in the past week. NVIDIA was up as well. I'm sure we're going to talk about that when we're looking into next week. But looking into the chips, an interesting story in itself was Intel.

It got a boost after Taiwan Semiconductor and Broadcom were reported to have interest in buying parts of Intel, so breaking it up. Intel's been a long running turnaround hope. So the company is looking to kind of get off the mat. And the M&A news, I think it's an interesting test of the new administration and what its kind of regulatory oversight will be in terms of approving or not approving M&A.

It got a boost after Taiwan Semiconductor and Broadcom were reported to have interest in buying parts of Intel, so breaking it up. Intel's been a long running turnaround hope. So the company is looking to kind of get off the mat. And the M&A news, I think it's an interesting test of the new administration and what its kind of regulatory oversight will be in terms of approving or not approving M&A.

It got a boost after Taiwan Semiconductor and Broadcom were reported to have interest in buying parts of Intel, so breaking it up. Intel's been a long running turnaround hope. So the company is looking to kind of get off the mat. And the M&A news, I think it's an interesting test of the new administration and what its kind of regulatory oversight will be in terms of approving or not approving M&A.

This one has a lot of complexities, especially with the overseas elements of Taiwan Semiconductor. I mean, there's no deal in place now, so there's really nothing for the Trump administration to say. But I think it's a good litmus test. I think if you're interested in this sector, I think watching the headlines surrounding Intel and possible M&A activity could be a good sign of the feeling for...

This one has a lot of complexities, especially with the overseas elements of Taiwan Semiconductor. I mean, there's no deal in place now, so there's really nothing for the Trump administration to say. But I think it's a good litmus test. I think if you're interested in this sector, I think watching the headlines surrounding Intel and possible M&A activity could be a good sign of the feeling for...

This one has a lot of complexities, especially with the overseas elements of Taiwan Semiconductor. I mean, there's no deal in place now, so there's really nothing for the Trump administration to say. But I think it's a good litmus test. I think if you're interested in this sector, I think watching the headlines surrounding Intel and possible M&A activity could be a good sign of the feeling for...

both players within the space about consolidation as AI becomes more important, and then also what the administration is going to do.

both players within the space about consolidation as AI becomes more important, and then also what the administration is going to do.

both players within the space about consolidation as AI becomes more important, and then also what the administration is going to do.

I think it's still up in the air. Generally speaking, the Trump administration was viewed as pro-business, low regulation. But obviously one of his other tenants is kind of a nationalist bent, a protectionist bent with the tariffs and immigration policy. So...

I think it's still up in the air. Generally speaking, the Trump administration was viewed as pro-business, low regulation. But obviously one of his other tenants is kind of a nationalist bent, a protectionist bent with the tariffs and immigration policy. So...

I think it's still up in the air. Generally speaking, the Trump administration was viewed as pro-business, low regulation. But obviously one of his other tenants is kind of a nationalist bent, a protectionist bent with the tariffs and immigration policy. So...

While it might look the other way in terms of general antitrust concerns in terms of dealmaking, the foreign aspect of parts of this deal might be problematic. So that's why I think it's a good test to just sort of see where sentiment actually lies within the administration.

While it might look the other way in terms of general antitrust concerns in terms of dealmaking, the foreign aspect of parts of this deal might be problematic. So that's why I think it's a good test to just sort of see where sentiment actually lies within the administration.

While it might look the other way in terms of general antitrust concerns in terms of dealmaking, the foreign aspect of parts of this deal might be problematic. So that's why I think it's a good test to just sort of see where sentiment actually lies within the administration.

Yeah, I think Alibaba is one to look at. It was only up 6% in the past week, got a mild boost after its earnings report. It's up 7% post-earnings, but that was after already running up significantly in anticipation to the earnings. It was actually up eight sessions in a row in the days running up to earnings. The earnings announcement is up 67% since mid-January.

Yeah, I think Alibaba is one to look at. It was only up 6% in the past week, got a mild boost after its earnings report. It's up 7% post-earnings, but that was after already running up significantly in anticipation to the earnings. It was actually up eight sessions in a row in the days running up to earnings. The earnings announcement is up 67% since mid-January.