What’s moving markets this week? We break down Treasury yields, Micron earnings, AI and cybersecurity, energy storage, and the latest US-China headlines—plus stocks to keep on your watchlist. Tune in for the big picture and the themes investors are tracking.
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0:07 - U.S. Market and Semiconductor Outlook
5:10 - U.S.-China Summit and Cryptocurrency
6:56 - Market Setup and Medical AI Stocks
10:48 - Iran Negotiations and Oil Prices
13:59 - Solidigm IPO and SK Hynix
17:29 - AI Security and Cybersecurity Risks
20:37 - Chinese Optical Transceiver Restrictions
24:12 - Energy Storage Market Growth
