Latest / The Financial Exchange Show
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 stabilize
What Netflix’s sharp drop signals about growth expectations
Ongoing weakness in the housing market despite the spring season
Why inventory constraints continue to limit home sales
How investors should think about risk in a momentum-driven…
The skinny
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