The Real Risk No One Is Pricing In Right Now

Markets are rebounding but major risks are still building beneath the surface.Mike Armstrong and Paul Lane break down why stocks are moving higher even as tensions in the Strait of Hormuz continue to disrupt global oil supply and keep energy markets on edge.Also covered:Why semiconductor stocks and AI demand are driving market momentumHow rising Treasury yields are pushing mortgage rates higherThe growing debate over data centers and their impact on local economiesWhy Apple is exploring new chip production outside of TaiwanWhat geopolitical risks could mean for global supply chainsThe reality behind the so-called $110 trillion wealth transferWhy AI still isn’t ready to replace human decision-makingWhy investors may be underestimating the long-term risks shaping the economy.