The stock market is hitting historic new highs today as a massive "Chip Mania" fuels a record-breaking rally for the SPY! While GOOGL and LLY had stellar days, the real story is the semiconductor sector, which now accounts for a staggering 41.9% of the total IT sector market cap—dwarfing the 2013 levels of just 10%. Intel and AMD have been absolutely on fire this week, with the SOX index gaining 37% in April alone, its second-best monthly performance since 1994. However, after-hours volatility is hitting as Sandisk and Western Digital both fell despite massive earnings beats, signaling that the market is becoming incredibly sensitive to the hyperscaler spending outlook. Apple also joined the earnings fray, reporting 17% revenue growth even as iPhone sales lagged, helping keep the SPY just 0.69% away from its all-time high.

Beyond tech, the energy and materials sectors are being rocked by geopolitical shifts as a Trump-Xi summit is officially confirmed for mid-May. USA Rare Earth ($USAR) surged 18% today following its strategic $2.8B acquisition of Serra Verde, a move that effectively challenges China’s global monopoly on critical minerals. With $1.2 trillion of US GDP depending on these materials, the government has even committed to being the sole purchaser of USAR’s output for 15 years to secure the AI and defense supply chain. As we head into a historically bullish May, all eyes are on tomorrow's ISM manufacturing data and the continuation of this explosive AI bubble. This is one of the most concentrated and high-stakes markets in human history, so stay sharp and watch those levels!

Smash that subscribe button and turn on notifications to stay ahead of the most volatile market moves in history!

🏆 Use code "BIGMONEY" to save BIG with the yearly plan! 🏆
go.stockedupuniversity.com/trading-floor


🤑 Save With Bookmap Using This Link ↙️
bookmap.com/en/mike-dantonio

👑 Deep Value Club 👑
go.stockedupuniversity.com/dvc

😊 Share Your Feedback To Help Make Our Videos Even Better 👏
form.jotform.com/243254260959159

🧢 Load Up On The StockedUp Merch Collection! 📦
signup.stockedup.university/pages/shop

💬 Free Discord Stock Trading Group 💬
discord.gg/Jcr6Cbmn7R

🎁 A free gift from StockedUp 🎁
www.stockedup.university/#software

🎥 Free Morning Trading Livestreams 🎥
   / @stockeduplive  

🏆 Advanced Options Course 🏆
go.stockedupuniversity.com/advanced-options

📈 Custom Stock Prediction Software 📈
go.stockedupuniversity.com/custom-algo
📊 Intro To Stocks Course 📊
go.stockedupuniversity.com/intro-stocks
💰 Intro To Options Course 💰
go.stockedupuniversity.com/intro-options
✅ StockedUp Website ✅
stockedup.university/
👾 StockedUp Facebook Group 👾
www.facebook.com/groups/stockedup/

#stockmarket #stocks
0:00 Big Implications for Tomorrow
10:54 Favorite Setups & Predictions

Code: U4NWN1FJ7SKMZLNQ

DISCLAIMER: Nothing in this video should be deemed as financial or investment advice. We are just giving our opinions. Everything said in this video is for entertainment purposes only. Do your own due diligence before making any trading or investing decisions. Some links included in the description are affiliate links. If you purchase something through those links we receive a small commission. This doesn't cost you anything extra and the affiliate links actually give you access to special discounts. Th