In today’s episode of Market Deep Dive, we explore Thursday’s bullish market sentiment, led by industrials and financials as investors rotate into cyclical stocks. Nvidia’s strong earnings lifted semiconductor shares, while Alphabet’s antitrust struggles weighed on communication services. We analyze how falling jobless claims and cooling inflation are shaping market expectations for Federal Reserve policy, with rate cut probabilities now decreasing. Tune in to learn what this rotation means for the economy and how it reflects optimism for sustained growth.

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