Market Rotation Away from Big Tech

The Dow notched its first close above 48,000 despite tech falling today. Carson Group’s Ryan Detrick and Wealth Enhancement’s Ayako Yoshioka break down the market action. Cisco rises after reporting earnings. Our Leslie Picker on the record run for big banks. Commvault CEO Sanjay Mirchandani on protecting data as AI enhances cybersecurity threats. Fast Money trader Tim Seymour gives his top international picks. We close out with Needham’s Laura Martin previews tomorrow’s Disney earnings. 

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