Techs Lead Broad Advance; Micron Technology, Cisco Systems, Datadog In Focus
Summary
Host Ken Shreve and Ed Carson analyze a strong market day, highlighting Nasdaq and small-cap gains. They discuss technical setups for Micron, Cisco, and Datadog, noting Cisco’s orderly pullback and Datadog’s relative strength. The episode also covers ETF performance in banking and transportation, while addressing oil price volatility and upcoming earnings from Delta and financials.
Topics discussed
Introduction and podcast branding
Market overview: Nasdaq, S&P 500, and Dow performance
Fisher Investments advertisement
Technical analysis of Russell 2000 and S&P 500 trends
Semiconductor sector and SMH ETF performance
Regional banking ETF KRE and upcoming earnings
Transportation ETF IYT and oil price volatility
Transition to individual stock analysis
Google Chrome advertisement
Micron stock technical analysis and entry points
Cisco Systems technical setup and crypto angle
Google AI for small businesses advertisement
Cisco Systems weekly chart and relative strength
Datadog stock analysis and software sector leadership
SK Hynix IPO and Taiwan Semiconductor sales data
Closing remarks and webinar promotion
WSJ Take on the Week promo and disclaimer
Listen ad-free on Castria