 I'm Maria Bartiromo, and this is the Fox Business Report. Stocks are mixed with the Dow higher and trading above the 41,000 level for the first time. However, shares of semiconductor companies are sinking, weighing on the tech-heavy Nasdaq. The semiconductor sector is facing pressure on multiple fronts, on threads of tighter curbs, on exports of chip-making equipment, worries over potential U.S. policy to Taiwan, and a rotation towards smaller stocks.