will have an exclusive with american airlines ceo doug parker and then later, apple co-founder steve wozniak on silicon valley's response. let's start with today's market action as we were just mentioning the nasdaq 100 hitting a new all-time high. joining us chris retler and steve molinavich good morning. >> good morning. chris, first, what do you make of the semiconductor move here given where we've been with the markets in tech? software has been doing particularly well in general, but this morning, i'm noticing semiconductors >> i think that innovation continues to move forward. there's a technological revolution going on globally companies like samsung, tsmc intel continue to battle to drive that efficiency in their products and some of their end markets are certainly under pressure which is industrials, automotive, some of the medical. but other areas like infrastructure, data centers, moving around, supporting this whole stay-at-home economy that we've been adjusting to in the last few months, and probably will be adjusting to on a go forward basis, there's a lot of demand out there 5

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