The Fed Got Hawkish. Semis Still Don’t Care.
This week on Stock Market Weekly (Episode #837), we cover The Fed Got Hawkish. Semis Still Don’t Care.. We also break down the S&P 500, Nasdaq 100, Russell 2000, and the sectors and themes driving price action.
Thanks to our sponsor Investor’s Business Daily
Claim a discount reserved for Trade Risk customers when you sign up for an IBD Digital Subscription and get access to their top IBD 50 stocks list. You can also trial the MarketSurge charting platform for a special introductory rate.
In this week’s episode
Markets held firm through a holiday-shortened week, with the S&P 500 grinding sideways and the Nasdaq pushing closer to highs. Despite a hawkish Fed tone and continued weakness across the Mag 7, the broader swing environment remains strong.
This episode breaks down why semiconductor leadership, biotech rotation, and Bitcoin’s key support level matter heading into next week. We also review actionable momentum setups including BE, ENTG, LABU, NTRA, and FTAI.
Video episode timestamps
- 0:00 Introduction – Key Events From This Week’s Trading
- 0:27 S&P 500 & Nasdaq Weekly Recap
- 2:10 Market Navigator: Swing Environment Update
- 3:58 Sector Strength and Laggards
- 4:33 Mag 7 Bearish Signal – What It Means
- 5:50 Fed Meeting Takeaways and Rate Outlook
- 7:14 Semiconductors at All-Time Highs
- 7:37 $MU Earnings: Key Catalyst to Watch
- 8:07 Biotech Breakout Developing
- 8:47 Bitcoin and $MSTR Preferred Under Pressure
- 11:25 Quant Rockets Dashboard and Performance
- 11:40 Current Positions: $BE, $ENTG, $LABU, $NTRA
Enjoyed this week’s analysis? Subscribe to Stock Market Weekly on YouTube and join thousands of traders preparing for the week ahead every Friday.
Don't miss out on future Stock Market Weekly videos
Suggested Links
