Dedicated Issues··Wednesday, October 28, 2026, 2:00 PM
Buy the chipmakers the market stopped believing
The chipmakers are telling the market they are sold out for the next two years, and the market is selling them anyway. Jay Pelosky calls it a black cat market: investors have turned superstitious about earnings they can already see. Kenny Polcari’s guests make the case for buying the semiconductor and memory names into the
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