# Semiconductors power markets to new all-time highs

Page: https://stenobird.com/podcast/moving-markets-5478198/semiconductors-power-markets-to-new-all-time-highs
Text version: https://stenobird.com/podcast/moving-markets-5478198/semiconductors-power-markets-to-new-all-time-highs.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-05-06T06:42:15+00:00
Episode link: https://share.transistor.fm/s/ddfe6b8b
Audio file: https://media.transistor.fm/ddfe6b8b/8f040011.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/semiconductors-power-markets-to-new-all-time-highs
Duration seconds: 746

## Resource

Semiconductor stocks, from Intel to Samsung Electronics, are pushing US and Asian equities to new all‑time highs. Strong earnings from Anheuser‑Busch and Unicredit also lifted European markets. US services activity slowed in April, while inflation pressures stayed elevated. UK yields surged on inflation and fiscal concerns, Swiss data showed higher headline but subdued core inflation, and PMIs in China and India pointed to resilience. The JPY continues to strengthen after last week’s lows, likely reflecting FX intervention. Nenad Dinic, Equity Strategy Research, notes while European earnings are rising, the momentum is weaker than in the US where all sectors are showing earnings growth. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:41) - Earnings season update: Nenad Dinic, Equity Strategy Research (11:37) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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## Transcript

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