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AI Momentum Builds, Earnings Kick Off, and Why Markets Keep Climbing
Earnings season is underway—and AI is still driving the story.
Chuck Zodda and Mike Armstrong break down strong early earnings, including bullish signals from Taiwan Semiconductor, and what it says about continued demand for AI infrastructure. Also covered:
Why jobless claims still show a resilient labor market
How narrow market leadership is shaping the rally
The risks tied to energy disruptions and supply constraints
A speculative surge in AI-linked stocks—and what it could signal
What Spirit Airlines’ potential liquidation says about consumer pressure
From earnings to AI to economic…
The skinny
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