Episode Details

AI stocks are roaring back with Micron and Nvidia leading the charge, lifting the S&P 500 despite rising oil prices and inflation fears. Strong earnings from 3M, Hasbro, and GM are fueling optimism, while homebuilders like D.R. Horton struggle with affordability and high mortgage rates. Globally, markets from Europe to Asia are riding the AI wave, with South Korea’s tech firms and Japan’s Nikkei surging — showing this boom is far from contained.

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