Tech has had a stellar start to 2023, but as investors look ahead to the second half of the year, they’re growing more focused on the potential risks around mega-cap tech’s massive market concentration. Big Technology’s Alex Kantrowitz discusses the outlook. Plus, the Biden administration has now allocated more than $260 billion for thousands of infrastructure projects, ranging from broadband and public transit to roads and bridges. Wolfe Research’s Timna Tanners breaks down which companies are set to benefit. And, a slew of housing data is out this week, providing fresh insight into the sector following the Fed’s first pause in its interest rate hiking campaign in more than a year. Brown Harris Stevens CEO Bess Freedman lays out her expectations.

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