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Semiconductor Stocks Surge as Housing Stalls and AI Demand Grows
Markets may look calm on the surface but major shifts are happening underneath.
Chuck Zodda and Paul Lane break down an extraordinary rally in semiconductor stocks and what it signals about continued demand for AI infrastructure.
Also covered:
Why airlines are preparing to cut flights as fuel costs rise
What slowing housing activity says about today’s market conditions
How pricing and inventory are separating winners and losers in real estate
The growing divide in AI usage across the workforce
Why affordability remains a challenge despite policy proposals
From semiconductors to housing to…
The skinny
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