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Tech Is Carrying the Market Again
The S&P 500 is hitting new highs, but the rally remains heavily concentrated in technology while much of the broader market continues to struggle.
Chuck Zodda and Marc Fandetti discuss why the latest record highs are being powered by tech and energy rather than broad market strength, and why investors who own anything outside the biggest winners may feel like they are missing the rally. They also break down what could disrupt the long-term growth trend in stocks, how a Gulf storm could threaten already-tight diesel supplies, why Scott Bessent is facing new scrutiny at Treasury, and Todd…
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