On December 4, 2024, technology stocks led by Salesforce and Marvell Technology propelled major indices to record highs, fueled by surging demand for artificial intelligence. Treasury yields dropped despite cautious remarks from Fed Chairman Jerome Powell, reflecting weaker-than-expected economic data. The rally highlights the tech sector's strength but exposes uneven growth across other market areas. Positive economic indicators, like the S&P Global U.S. Services PMI, and expectations of future interest rate cuts add to the optimism. However, concerns linger over softening economic activity and potential job losses. Tune in for a deep dive into these key market drivers.

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