Episode
How The Semiconductor Super Cycle is Sparking Stocks Surge
- Podcast
- The Art of Investing
- Published
- May 29, 2026
- Duration seconds
- 3568
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/6f908ddb
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Summary
This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham draw on over 100 years of combined wealth and hedge fund management experience to unpack another powerful week in markets, as equities push to fresh highs despite ongoing geopolitical tension and macro uncertainty. With US markets now climbing for eight consecutive weeks and AI-driven momentum accelerating, the team explore whether this rally still has room to run, how far the semiconductor supercycle can go, and why investors may be underestimating just how broad this market move is becoming. This Week’s Highlights: 📈 Markets Keep Climbing US equities extended their winning streak to eight consecutive weeks, with the S&P 500, Nasdaq and Dow all hitting fresh all-time highs. 🤖 Semiconductor Supercycle Accelerates AI demand continues to drive explosive growth across chipmakers, with momentum now spreading beyond Nvidia into broader semiconductor names. 🌍 Market Breadth Improving Strength is no longer limited to mega-cap tech, with the Russell 2000 and equal-weight indices also pushing higher - a positive signal for broader market health. 🛢️ Oil Drops, Markets Rally Despite geopolitical tensions, oil prices fell sharply, easing inflation concerns and supporting risk assets globally. 🏦 Bonds Stabilise After recent volatility, bond markets recovered as yields pulled back, helping to ease pressure on equities. ⚖️ AI vs Macro: A Two-Speed Market The team debate the growing disconnect between traditional macro-driven markets and the powerful AI-driven growth cycle reshaping global investing. Portfolio Snapshot - Week 41: No changes were made to the portfolio this week. Weekly portfolio performance: +2.4% Total return since inception: +22.7% 2026 year-to-date return: +10.2% Top…