The move lower in rates helping fuel rallies in homebuilders, discretionary, and even the tech stocks at the forefront of the recent AI rout. What the treasury changes mean for the groups, and if this is just short term reprieve, or if the rally is back in action. Plus, Wall Street’s Walmart call, pharma and health care strength, and an AI alliance; how longtime rivals Apple and Meta are teaming up as the next phase of the AI race heats up.
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