Welcome to the VRA Investing Podcast! In today’s episode, Tyler Herriage breaks down the latest rebound in the markets after a volatile stretch, with a special focus on tech and semiconductor leadership. We’ll explore what’s driving the turnaround, why the so-called “AI bubble” is fundamentally different from the dot-com era, and how insider activity and major fund flows are shaping the market’s next move. Plus, get insights on market internals, sector performance, commodity trends, and what to expect as we head into Q2 earnings season. Whether you’re a seasoned investor or just getting started, Tyler Herriage brings you timely analysis and actionable takeaways to help you navigate today’s fast-moving markets. Let’s dive in!

VRA Podcast: Nasdaq and Semis Lead Rebound: Insights Ahead of Q2 Earnings - Tyler Herriage - July 9, 2026

VRA Investing Podcast

Don't look back because the market is closed. Good Thursday afternoon everyone, Tyler Herriage here with you for today's VRA Investing Podcast. Hope you all had a fantastic day out there. Today we did get a nice move higher in our major indexes today and a lot of this market today.

After a rough couple of sessions in there, after the reignited Iran fears hit the market pretty hard. But as Kip covered yesterday, the Nasdaq was the first to make the turn and the semis led the Nasdaq as well. Exactly what we want to see coming off of a move like that.

So today we'll dive in here in just a second to the rebound and rally really that we've seen. I'll include yesterday as well. It was a big turnaround yesterday, especially for the Nasdaq, especially for the semis. So it was good to see it carry over into today.

And as Kip and I both have been covering this week, we look at this as front running of Q2 Earnings. What we've seen really over since the beginning of Q2 here has been the lull, a calm before the storm, a good storm at that before Q2 Earnings.

We're in the midst of the share buyback blackout period. We'll talk on that a little bit more here and exactly what we want to see going forward from here, which a little hint is the semis continuing to lead higher along with that and should help not only the semis and mega cap names, but small caps as well.

VRA Podcast: Nasdaq and Semis Lead Rebound: Insights Ahead of Q2 Earnings - Tyler Herriage - July 9, 2026

Read the full transcript

The candid version is on a podcast,
not the earnings call.

VRA Podcast: Nasdaq and Semis Lead Rebound: Insights Ahead of Q2 Earnings - Tyler Herriage - July 9, 2026

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.