Why Bad News Isn’t Stopping Stocks From Climbing

Consumers are feeling pressure from inflation, higher costs, and rising financial stress — but the stock market continues pushing to new highs.Chuck Zodda and Mike Armstrong break down the growing disconnect between the economy and the market as AI spending and corporate earnings continue to drive gains despite mounting concerns around inflation and global energy risks.Also covered:Why AI spending has become the real engine behind the market rallyThe latest developments from the Trump-Xi summit and the Strait of HormuzWhy some Fed officials are discussing the possibility of future rate hikesThe surprising similarities between today’s AI boom and the late-1990s tech bubbleWhy Cisco suddenly looks like an internet stock all over againThe debate over large-scale AI data center expansion across the countryHow higher energy costs could eventually challenge the market’s resilienceWhy the economy and the stock market may be telling two completely different stories right now.