Market resilience remains front and center as the Nasdaq pushes to new records despite geopolitical tension and shifting rate expectations. Jake Dollarhide of Longbow Asset Management discusses Intel’s (INTC) sharp rally tied to leadership changes and its role in reshoring chip supply alongside Samsung and TSMC (TSM), while noting how the AI trade is expanding into industrials and utilities like Caterpillar (CAT) and Carrier (CARR). He also weighs a potentially more hawkish Federal Reserve as inflation and labor trends keep “higher‑for‑longer” firmly in play.