Morning Dose #292: Bullish Regime: Chips Soar, Services Crater – Friday 6/19/2026

Episode summary

The market shifts to a bullish regime driven by geopolitical calm and a massive semiconductor rally, creating a stark divergence between chip giants and IT services. Host and Analyst break down the breadth expansion, key price levels for Intel and Micron, and the specific playbook for trading the current sector rotation.