# Rally or Mirage: What’s Really Driving Stocks?

An episode of [IBKR Podcasts](https://invisiblenetwork.ai/podcast/1609070179), 15 Apr 2026, 9:49.

Audio: https://mcdn.podbean.com/mf/web/z9h7cwbsfgzuq4ze/midweekpod-20260414-kevin_final_disclosures_mixdown.mp3

In this episode of IBKR Podcasts’ Market Minute, host Andrew Wilkinson sits down with Kevin Davitt, Head of Index Options Content at Nasdaq, to unpack the powerful rally pushing equities back into the green. They dive into volatility trends, VIX dynamics and the evolving divide between software and semiconductor stocks to assess whether this surge reflects lasting strength or something more fleeting.

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