Small Caps Charge, Big Caps Pause; GE Vernova, Genmab, Eli Lilly In Focus
Dec 4, 2025
Small caps are leading the market charge, approaching all-time highs, while the S&P experiences a healthy pause after prior gains. Research on biotech shows strength with significant contributions from various sectors, driving a broader market rally. Discussions include the volatile movements of GE Vernova and the promising cup base formation of Genmab. Eli Lilly's recent pullback raises questions, and insights on managing positions in this dynamic environment provide valuable advice for investors.
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Market Pausing After A Big Run
- The S&P 500 finished basically flat after a constructive pause following big gains.
- Ed Carson says watching market action matters more than guessing direction because of recent plot twists.
Small Caps Leading The Rally
- Small caps led the market, outpacing major indexes and nearing all-time highs.
- Alexis Garcia highlights the Russell and small-cap strength pushing toward a 252.77 buy point.
Breadth Is Widening Across Sectors
- Market breadth is broad with participation from biotech, industrials, financials, energy and some tech.
- Ed Carson notes this breadth makes the market more work but is a positive sign.
