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  • 5-28-27 Is the Semiconductor Trade Going Too Far?

    5-28-27 Is the Semiconductor Trade Going Too Far?
    2026/05/28
    Semiconductor stocks continue to dominate market leadership as AI spending, data center demand, and investor enthusiasm push valuations higher. But is the semiconductor trade becoming dangerously overcrowded? Lance Roberts & Michael Lebowitz examine whether the current AI-driven semiconductor boom is sustainable or if markets are entering another phase of excessive speculation. We discuss narrow market breadth, concentration risk inside major indexes, memory chip pricing, Korea's growing importance in the global semiconductor supply chain, and whether investor optimism is outrunning economic reality. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - End of Quarter prep; Triton Joins $-Trillion Club 5:59 - Market Driver Primarily Technology 12:05 - Semiconductor Commentary 18:01 - 15 Trading Rules info 19:18 - PCE Price Index Preview 23:03 - U.S. Economy Continues to Accelerate 27:27 -How Does Divergence in Oil Prices Resolve? 29:26 - Market Complacency on Resolution in Iran 31:22 - Dispersion Index - Fragile/Stable vs Ripe for Rotation 33:16 - AI Impact on Economy - Bullish vs Bearish cases 35:43 - AI & the Engels Pause 37:45 - What New Jobs Will AI Generate? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XB3W7awMDZk ------- Articles Mentioned in Today's Show: "15 Investing Rules To Win The Long-Game" https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/ "AI Productivity And Innovation: Prosperity Or Engels Pause?" https://realinvestmentadvice.com/resources/blog/ai-productivity-and-innovation-prosperity-or-engels-pause/ ------- Watch today's "Before the Bell" feature, "Tech Rally Risk Rising," here: https://youtu.be/AVXI7TCayvI ------- Watch our previous show, "Q&A Wednesday: Real Advisors, Real Answers ," https://youtube.com/live/zzDZJD0kIeA ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #TechnologyStocks #Semiconductors #SP500 #MarketRisk #Semiconductors #ArtificialIntelligence #AIStocks
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    42 分
  • 5-28-26 Tech Rally Risk Rising | Before the Bell

    5-28-26 Tech Rally Risk Rising | Before the Bell
    2026/05/28
    Markets continue to grind higher, but the rally is becoming increasingly dependent on one sector: Technology. While technical trends remain bullish overall, the acceleration in semiconductors and mega-cap tech is creating extreme deviations from long-term moving averages and historical norms. Lance Roberts examines why overbought markets can stay overbought, why narrow market leadership matters, and what history says about parabolic advances in speculative sectors. We also discuss why a 20% correction would not necessarily break the long-term bullish trend, what types of events could trigger a broader reversal, and why risk management becomes critical when momentum accelerates too quickly. We review long-term charts of the S&P 500 and Semiconductors, the growing dependence on Technology leadership, and why investors chasing performance should consider rebalancing and taking profits before volatility returns. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/AVXI7TCayvI --- Articles mentioned in this report: "Corrections vs. Bear Markets: Why 20% Declines Are Obsolete," https://realinvestmentadvice.com/resources/blog/corrections-vs-bear-markets-why-20-declines-are-obsolete/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #TechnologyStocks #Semiconductors #SP500 #MarketRisk
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    5 分
  • 5-27-26 Q&A Wednesday: Real Advisors, Real Answers

    5-27-26 Q&A Wednesday: Real Advisors, Real Answers
    2026/05/27
    Markets, retirement, inflation, taxes, the Fed, portfolio risk, and financial planning — nothing is off limits during this week's Q&A Wednesday. Lance and Danny answer viewer questions live and break down what matters most to investors right now, from market volatility and interest rates to retirement income strategies and long-term wealth planning. Join the conversation and get straightforward insights from real advisors dealing with real-world financial challenges every day. Here's a topical rundown of today's show: 0:00 - INTRO 1:09 - Markets Set New Highs, Iran Talks Continue 5:46 - Markets' Rising on One Sector 9:54 - When Will the Market Correct? 15:16 - Inflation Strategies - What Is Your Goal? 20:54 - What Does "Increasing Equity Exposure for Summer" Look Like? 23:14 - Is Space a Viable Investment? 28:14 - What is the Narrative for Foreign Countries Selling U.S. Debt? 30:20 - Backing Into a Diversification Strategy 32:24 - Focus on the "P" in GDP 34:00 - Why Own Long Bonds? 37:20 - What is Your Reinvestment Risk? 38:46 - How to Protect from Sequence of Returns Risk? 40:48 - What Milton Friedman Really Said Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/zzDZJD0kIeA ------- Articles Mentioned in Today's Show: "Corrections vs. Bear Markets: Why 20% Declines Are Obsolete" https://realinvestmentadvice.com/resources/blog/corrections-vs-bear-markets-why-20-declines-are-obsolete/ "SpaceX IPO: Should I Buy It, Or Wait?" https://realinvestmentadvice.com/resources/blog/spacex-ipo-should-i-buy-it-or-wait/ ------- Watch today's "Before the Bell" feature, "Narrow Rally Risks," here: https://youtu.be/dO-rDPLZBa8 ------- Watch our previous show, "Why 20% Market Drops Don't Matter," https://youtube.com/live/PdNwnrviYnQ?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #AIStocks #MarketBreadth #Investing #FederalReserve #QandAWednesday #FinancialPlanning
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    46 分
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