Joe Mazzola of Charles Schwab discusses the bounce back in tech after the trading day started in the red because of the cohort. The PHLX Semiconductor Index (SOX) leaping strong off the 11,000 level boosts his confidence that the AI trade can bolster a comeback. However, Joe says a clear path to profitability for AI-tied companies is essential to justify ballooning CapEx. Cooper Howard turns to fixed income and why the 10-year Treasury yield will continue to see lingering volatility as equities stay fragile. He turns to junk bonds and what to watch in that corner of fixed income.
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