Markets are pushing higher even as a major global risk continues to build.

Mike Armstrong and Paul Lane break down why stocks remain resilient despite ongoing disruptions in the Strait of Hormuz that are tightening global oil supply and pushing energy prices higher.

Also covered:
* Why gas prices could move back toward $5 per gallon * How strong earnings from AI and semiconductor companies are driving markets * What the latest labor market data says about hiring and wage pressure * Why consumer spending remains strong despite rising costs * The impact of Spirit Airlines’ collapse on future airfare prices * Why Ford’s $30,000 electric truck may not be realistic * The growing debate around gas taxes and infrastructure funding

Why strong corporate profits may be masking deeper risks building in the economy.