Frank Mottek discusses the latest market developments with Daniel Ives, Managing Director & Global Head of Technology Research a Wedbush Securities. They dive into the impact of the US-Iran ceasefire on the markets, with stocks climbing despite oil prices settling well off their highs. Daniel shares his bullish outlook on tech and risk-on assets, citing Nvidia and Microsoft as key players in the AI revolution. They also discuss the potential for a prolonged inflationary view and the Fed's next move.

Dow ends week at record high with tech, new Fed Chair and Iran war in focus
41:04

The Dow hits a record high as IBM rallies on a quantum computer deal
39:09

Stocks rebound on lower oil and t-notes yields, Nvidia takes earnings spotlight
43:16