• ASX on a record high at midday.
• DeepSeek focus fading. Results focus takes over.
• Big Chips recovering overnight. Semiconductor index up 2.3%.
• Nvidia struggling still. Technically it has peaked meaningfully..
• Apple beats estimates. China struggling, India a positive.

This is our daily podcast - exclusive for Marcus Today members. Everything you need to know about our Strategy Portfolio decisions and the stock market, every day.

Make life simple. Subscribe to Marcus Today.