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NewEdge Weath CIO Cameron Dawson discusses the outlook for semiconductor stocks during an interview with Matt Miller on "Bloomberg Open Interest."

Max Kettner, chief multi-asset strategist at HSBC, says the strength of tech earnings "made us care a little less about higher yields." He speaks on "Bloomberg Surveillance."

Bob Doll, CIO at Crossmark Global Investments, says his firm is trying to be "more reactionary than usual" in the current market environment and is looking to buy stocks with "okay fundamentals."

Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, examines second-quarter earnings from Snowflake and the pressure he sees on Salesforce to monetize 15% to 20% of their customer base over the next "two, three, four quarters."

Jeffrey Rosenberg, portfolio manager of the iShares Systematic Alternatives Active ETF (IALT) at BlackRock, explains how the ETF is navigating the current economic environment on "Bloomberg The Close."

Edward Yardeni, president at Yardeni Research, says the basic thrust of the market is higher as he touts "FEMO" or the "fabulous earnings momentum" he sees driving a melt up in stocks.

Mark Haefele, CIO of global wealth management at UBS, discusses the impact of AI on global equities as he raises his year-end target on the S&P 500 to 7,900.

Sonal Desai, executive VP at Franklin Templeton Fixed Income, views the Federal Reserve as "very, very dovish" and says the market is not pricing in realistically what long-end yields would be.

Bloomberg's Aashah Shah joins Scarlet Fu on "Bloomberg Real Yield." May has been a strong month for muni bond issuance, with about $35 billion of sales so far this year. This month has seen the most debt for a similar period in May since at least 2015, Bloomberg data show.

Max Kettner, HSBC chief multi asset strategist, discusses how he is investing during what he sees as a "incredibly K-shaped" US economy. He speaks on "Bloomberg Open Interest."