Stocks (^DJI, ^IXIC, ^GSPC) open Thursday higher, continuing their recovery from Tuesday's CPI data-driven sell-off. Yahoo Finance Senior Markets Reporter Jared Blikre breaks down the market action, taking a closer look at small-cap stocks (^RUT, IWM), Treasury yields, and semiconductor stocks' year-to-date performances.

For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live.

Editor's note: This article was written by Luke Carberry Mogan.