Market Momentum: Tech Surge and Rate Cut Hopes

Fresh news and strategies for traders. SPY Trader episode #1334.
This episode analyzes the U.S. stock market's strong performance, driven by tech and Nasdaq's new alltime highs, fueled by hopes for a September interest rate cut. It covers recent tariff developments, key company earnings (Apple, Palantir surging; Trade Desk, Texas Roadhouse falling), and detailed sector analysis. Macroeconomic factors like rising inflation and a softening labor market are discussed alongside investment strategies for broad market exposure, growth, value, and income, emphasizing diversification and caution regarding healthcare and tariffs.