Semiconductor Surge Drives Stocks as Housing Slows Again

Stocks are climbing—but the rally is being driven by a narrow group of winners.Chuck Zodda and Mike Armstrong break down a massive surge in semiconductor stocks and how it’s powering the broader market higher—even as risks tied to global energy disruptions remain unresolved.Also covered:Why markets are betting the Strait of Hormuz situation will stabilizeWhat Netflix’s sharp drop signals about growth expectationsOngoing weakness in the housing market despite the spring seasonWhy inventory constraints continue to limit home salesHow investors should think about risk in a momentum-driven marketFrom AI-driven gains to housing headwinds, this episode examines what’s pushing stocks higher—and what could still derail the rally.