
The episode discusses the performance of US equities on June 8, highlighting strong rebounds in semiconductor and memory sectors.
US equities were mostly higher in Monday trading. Semis and memory names were very strong as the groups rebounded off of Friday's big declines. The day's bounce played into a resilient equity market narrative, while strategists continue to highlight earnings growth, AI capex tailwinds, and macro surprise momentum as broader market tailwinds.
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