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Here's a slideshow of 10 housing stocks as homebuilder sentiment rises to 70 in May, with single-family housing starts below its long-term potential.
Here are Wednesday's top research calls, including new coverage of Advanced Micro Devices and Transocean, upgrades for Clovis Oncology and ConocoPhillips, and a downgrade for Disney.
Another big rally made for a day of milestones: the Dow and S&P 500 enjoyed their best back-to-back gains of the year, while the Nasdaq scored a new record.
Better-than-expected earnings from industry leaders including Caterpillar and McDonald's push the Dow to log triple-digit gains for the second day in a row, its best two-day stretch of the year.