Technology stocks finally took a breather after weeks of leading the market, while small caps continued to gain momentum.

This week on Bull, Bear, & Brief, Joe Quartucci and Arpit Sharma discuss the recent shift in market leadership, what may be driving investors toward smaller companies, and whether the second half of the year could bring new opportunities beyond big tech.

The conversation also covers the latest moves in commodities, AI driven growth, healthcare, financials, and the sectors they believe are worth watching as market conditions continue to evolve.

In this episode:
• Why technology stocks pulled back after a strong run
• Small caps and the potential for broader market leadership
• What falling commodity prices could signal for inflation
• Why Micron stood out despite weakness in technology
• The outlook for energy, healthcare, and financials
• How AI continues to shape investment opportunities
• What market rotation could mean for investors
• Sectors to watch during the second half of the year

Bull, Bear, & Brief delivers straightforward conversations about markets, investing, economics, and the headlines shaping your financial future.

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