Fed interest rate decision, semiconductor stocks, and Meta earnings discussion (e.g., AMD, INTEL, ARM, TSM, NVDA, KLAC, META)

[Live Stream Summary]

The U.S. Federal Reserve announced its interest rate decision on Wednesday local time, as expected keeping rates unchanged. The target range for the federal funds rate remains at 3.5% to 3.75%. However, the three major U.S. stock indices declined the following night—how is the market interpreting this?

Additionally, the Philadelphia Semiconductor Index plunged more than 5% in a single day, with many major chip stocks posting significant losses. In an environment of sharply rising bond yields, are investors shifting capital toward more defensive assets?

Today, we’ll spend 30 minutes breaking down the Fed’s rate decision and the semiconductor sector’s market movements.

$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$Amazon (AMZN.US)$$Cerebras Systems (CBRS.US)$$Broadcom (AVGO.US)$$AST SpaceMobile (ASTS.US)$$Lumentum (LITE.US)$$SanDisk (SNDK.US)$$Micron Technology (MU.US)$$Coherent (COHR.US)$$Taiwan Semiconductor (TSM.US)$$Microsoft (MSFT.US)$$Seagate Technology (STX.US)$$SpaceX (SPCX.US)$$KLA Corp (KLAC.US)$$Applied Materials (AMAT.US)$$TTM Technologies (TTMI.US)$$Dell Technologies (DELL.US)$

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