Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalysts we're watching this hour. First up, US stocks push higher as the record setting rally continues. We'll bring you the outlook for equities with Binky Chada of Deutsche Bank.Plus, Micron giving an upbeat forecast amid strong AI demand. Details ahead on not just that, but the whole AI universe. And we'll break down the risks facing media and telecom companies as late night host Jimmy K ...