Major indexes are digesting moves to new record highs as a new month and quarter begin. Recent economic data has showed a strong recovery in business activity and employment. Investors are now waiting for quarterly results starting next week.
There’s also been a breakout in semiconductor stocks like Applied Materials (AMAT) amid shortages in microchips. Sarah discusses the trend with Chris Seifel of Seifel Capital, who’s been researching the industry. He breaks down key stocks to watch and details how the strong demand cycle may last longer than most analysts anticipate.
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