Episode notes
Big tech rallies as traders bet on Fed rate cuts
The Dow, S&P 500 and Nasdaq all rallied for a third straight session as traders bet more firmly on a Federal Reserve rate cut coming soon. Lower expected rates helped push big tech to new highs while money rotated back into small caps and consumer names. Apple and Alphabet both closed near fresh records on the day.
Winners -
Mega cap tech platforms
Names: $AAPL, $GOOGL
Why: Rate cut hopes make long term growth stories more attractive. Apple and Alphabet both benefit from strong cash flows, huge buybacks and ongoing AI investment, so investors piled back into these “quality growth” leaders as bond yields eased.
AI driven communication and social platforms
Names: $META, $NFLX
Why: When markets believe money is getting cheaper, ...
Keywords
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