Semiconductor Stocks Surge as Housing Stalls and AI Demand Grows

Markets may look calm on the surface but major shifts are happening underneath.Chuck Zodda and Paul Lane break down an extraordinary rally in semiconductor stocks and what it signals about continued demand for AI infrastructure.Also covered:Why airlines are preparing to cut flights as fuel costs riseWhat slowing housing activity says about today’s market conditionsHow pricing and inventory are separating winners and losers in real estateThe growing divide in AI usage across the workforceWhy affordability remains a challenge despite policy proposalsFrom semiconductors to housing to consumer trends, this episode examines the forces shaping the economy right now.