Significant declines in value of bond portfolios and intense runs on deposits led to the collapse of SIVB, SI, SBNY, and FRC, notes Ken Van Leeuwen. He discusses the Fed’s fight against inflation. He talks about how the Fed’s monetary policy tightening is paying off. He mentions that the Fed’s progress has allowed it to take its foot off the gas pedal in raising rates. He outlines how this is the year of A.I. growth and adoption. He goes over how A.I. exploded onto the scene and the revolution is driving enormous demand for semiconductors. His A.I. picks include NVDA, AVGO, and MSFT. Tune in to find out more about the stock market today.