#CNBC Fast Money traders talk market rotation and semis hitting record highs

Fast Money traders talk market rotation and semis hitting record highs
The Fast Money traders discuss leadership from industrials and utilities, strength in pharma small caps, semiconductors reaching all-time highs versus the S&P, a surge in global data center deals from Fujitsu, Hitachi and Nvidia, new AI infrastructure investments including OpenAI, momentum in crypto and quantum, and more.

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