Tech leads stocks to new highs into July 4

The podcast discusses how tech stocks have led the market to new highs, with big names like InfoTek and Nvidia driving the rally. Other topics include the FOMC minutes showing a cautious approach to rate moves, Jeff Bezos selling $5 billion in Amazon stock, and odds of Harris getting the Democratic nomination equaling Biden's. There are also discussions on jobless claims, factory orders, a UK Conservative Party scandal, and the resignation of JP Morgan's chief global markets strategist.