Semiconductor Surge Is Starting to Look Unsustainable

Semiconductor stocks are surging and the move is getting extreme.Chuck Zodda and Marc Fandetti break down a historic rally in chip stocks and why past cycles suggest it may not end well.Also covered:Why AI demand is driving an unprecedented surge in semiconductorsWhat past boom and bust cycles say about where this could goEarly signs housing may be stabilizing despite weak sentimentHow tariff refunds could benefit companies more than consumersThe debate over corporate power and its impact on affordabilityHow long this surge can last and what could come next.