The Super Bowl for stock pickers awaits! Roughly 44% of the S&P 500’s market cap is set to report this week, with about 25% coming from just five names: Microsoft (+1.5%), Alphabet(+3.6%), Meta Platforms (+1.7%), Amazon (+1.2%), and Apple (+2.3%). The heavy hitters will share the spotlight on Wednesday and Thursday, while Wednesday’s FOMC meeting feels more like a side note—especially with a 25bp rate cut all but guaranteed. The more nuanced discussion will likely center around the potential ha…
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