Mary Ellen explains that the recent market rally is losing steam. Higher inflation and rising Treasury yields are making it harder for many companies, especially those that feel the economy first.
Despite this, some groups stay strong. Certain software firms, chip makers, optics companies, and clean‑energy businesses are still growing.
She also notes that Nvidia’s upcoming earnings could act as a big push for AI‑related stocks and help lift the whole market again.
New video updates are released every Friday, and listeners can watch past episodes for free.
Investors looking for ideas can refer to the MEM Edge Report, which lists top sectors, industries, and stocks for better decisions.
Source: Materials provided by https://articles.stockcharts.com.Note: Content may be edited for style and length.