AI Momentum Builds, Earnings Kick Off, and Why Markets Keep Climbing

Earnings season is underway—and AI is still driving the story.Chuck Zodda and Mike Armstrong break down strong early earnings, including bullish signals from Taiwan Semiconductor, and what it says about continued demand for AI infrastructure. Also covered:Why jobless claims still show a resilient labor marketHow narrow market leadership is shaping the rallyThe risks tied to energy disruptions and supply constraintsA speculative surge in AI-linked stocks—and what it could signalWhat Spirit Airlines’ potential liquidation says about consumer pressureFrom earnings to AI to economic signals, this episode breaks down what’s really driving the market right now.