Market Highs, Memory Mania & Playing Defense 1/7/25

市场高点,记忆狂热与防守策略 1/7/25

The Exchange

2026-01-08

43 分钟
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A bearish strategist emerges as the Dow and S&P 500 both hit record highs. Memory chips are on a tear as Nvidia's CEO calls it a "completely underserved market." Plus, defense climbs to an all-time high amid geopolitical tensions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • I'm Kelly Evans.

  • The Dow and the S&P hitting fresh highs to kick off the session before pulling back this hour.

  • The Dow and the Russells have dipped negative.

  • The strongest performer is still the Nasdaq up two-thirds of 1%.

  • And that's despite the memory stocks taking a breather after yesterday's staggering moves.