Semiconductors ripped higher, AI momentum came roaring back, and risk appetite looked unstoppable — even as rising yields sent a very different signal beneath the surface.

In this episode of Market Pulse, we break down why chip stocks are defying the bond market, what the move says about investor positioning, and whether this rally is real strength or another late-cycle chase into the hottest trade on Wall Street. From AI optimism to rate pressure, this is the market tension investors cannot ignore.

Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.