$ASML Holding NV(ASML)$is always my favourite stock in semiconductor. They have a strong most which control nearly 90% of the market share. At least in the next 10years, the company will still strong in the market.
Federal Reserve doesn't want the economic of US collapse buy they also doesn't want the economic to be overhot. I think US stocks will continue rise in the next 2 years even the interest rate increase