Uploaded August 2026 | Updated September 2026, 2 weeks ago
Semiconductor stocks led global markets higher for months, then sold off hard as investors rotated out of richly valued chipmakers.
Michael Lytle, Chief Investment Officer at StoneX Wealth, breaks down what the latest market swings mean for diversified, long-term portfolios.
Lytle looks at why value stocks and the equal-weighted S&P 500 pulled ahead of growth, and why the UK led developed markets on its thin semiconductor exposure. He also covers rising US Treasury yields, with 30-year yields at their highest since 2007, as the Federal Reserve under Chair Kevin Warsh gives less guidance and lets the bond market do the tightening.
Discover Actionable Insights with StoneX Market Intelligence: shop.stonex.com/products/stonex-essential-bundle?selling_plan=4455759972&variant=45955323625572&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_michael_lytle&utm_content=share
0:00 The AI Trade Meets Reality
1:47 Whipsaw Markets Test Patience
2:52 Value Roars Back Past Growth
4:09 Energy Leads as Tech Rebounds
4:58 The UK Wins by Owning No Chips
6:34 Yields Climb, Fed Steps Aside
Like and subscribe for more financial market insights.
#Semiconductors #StoneX #MichaelLytle
Semiconductor stocks led global markets higher for months, then sold off hard as investors rotated out of richly valued chipmakers.
Michael Lytle, Chief Investment Officer at StoneX Wealth, breaks down what the latest market swings mean for diversified, long-term portfolios.
Lytle looks at why value stocks and the equal-weighted S&P 500 pulled ahead of growth, and why the UK led developed markets on its thin semiconductor exposure. He also covers rising US Treasury yields, with 30-year yields at their highest since 2007, as the Federal Reserve under Chair Kevin Warsh gives less guidance and lets the bond market do the tightening.
Discover Actionable Insights with StoneX Market Intelligence: shop.stonex.com/products/stonex-essential-bundle?selling_plan=4455759972&variant=45955323625572&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_michael_lytle&utm_content=share
0:00 The AI Trade Meets Reality
1:47 Whipsaw Markets Test Patience
2:52 Value Roars Back Past Growth
4:09 Energy Leads as Tech Rebounds
4:58 The UK Wins by Owning No Chips
6:34 Yields Climb, Fed Steps Aside
Like and subscribe for more financial market insights.
#Semiconductors #StoneX #MichaelLytle
