Defense Rally & Tech Rotation | StockCram — Market Analysis

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Defense Rally & Tech Rotation | StockCram

Defense stocks surge 4-8% on Trump's $1.5T budget plan while tech giants stumble. Friday's jobs report could reshape Fed rate cut expectations for 2026.

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Executive Summary

  • Markets showed dramatic sector rotation Thursday as defense stocks surged 4-8% on Trump's historic $...
  • The S&P 500 is up over 1% in the first five trading days of 2026—a historically bullish signal that ...

Deep DiveToday's Market Movers

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