10AM Hour: Chip Rally Lifts Markets to New Highs, Applied Digital CEO, Boeing CEO on Expanding 737 Max Production 5/27/26

Semiconductor stocks jump again. Helping to lift markets to new highs. We break down how to think about the rally. Then the CEO of Applied Digital, a major player in the AI data center industry, on its mystery hyper-scaler customer and the nearly 500% rally in the stock this year. Plus, new comments from the CEO of Boeing on the company’s plans to expand 737 Max production.