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Market Rotation and Tech Earnings Insights
The chapter provides insights on the market rotation, focusing on small caps and traditional cyclicals for potential earnings growth. It discusses the positive earnings report of Cadence, a semiconductor company, as well as the impact of rate cuts and Cleveland Cliffs' earnings outlook. The analysis also covers the performance of the Nasdaq 100 index, Nvidia's analyst sentiment, and growth expectations of the top tech stocks in the S&P 500.