2026-04-23
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Thank you very much, Frank, and welcome to The Exchange.
I'm Kelly Evans.
Stocks are up and the Nasdaq hit a new all-time intraday high after President Trump extended the ceasefire with Iran.
Strong earnings from Boeing and GE Vernova helping as well.
More than 80% of S&P 500 companies reporting higher than expected first quarter earnings so far.
And the AI trade continues to gather steam.
The Sox Semi ETF just clocked its longest win streak in over two decades, up 35% in 15 days.