Semi Stocks, China's CEO Forum, and Mega-Cap Bull Case 3/25/24

Key to Wall Street's record run so far this year has been chip stocks. Clockwise Capital's James Cakmak discusses. Plus, Beijing kicks off a major forum this week, welcoming around 100 CEOs from across the globe. China Beige Book's Shehzad Qazi explains. And, Goldman Sachs says mega-cap tech could lead the S&P 500 to a 15% rise by year-end. Potomac Wealth Advisors' Mark Avallone and KKM Financial's Jeff Kilburg dive deeper into the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.