Episode Details

Stock market plummets due to hotter-than-expected CPI report, sending Treasury yields soaring and dampening hopes for interest rate cuts in 2026. Semiconductor companies like Qorvo, Sensata Technologies, and Texas Instruments bear the brunt, with stock prices dropping as investors reassess future earnings. Meanwhile, Chinas block on Metas acquisition of an AI startup escalates tech sector tensions, raising concerns about global companies navigating geopolitical challenges. Despite Qorvos recent gains, long-term holders still face a significant dip in their investments. Keep an eye on the infrastructure side of the AI boom, where a ninety-year-old company dominates the market for specialized cables and connectors.

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