Good morning! Oil is finally back under $100 and if bond yields are cooling down, which can help market sentiment. After strong $NVDA earnings, investors are expected to continue rotating back into AI-related names, especially AI infrastructure and NeoCloud plays which are already showing signs of bouncing nicely. At the same time, the pre-SpaceX IPO excitement could become a major repricing event for the space sector as money starts flowing into space-related stocks and future growth stories. If macro conditions stay stable, we could see another strong session across growth sectors today. $SPY $IWM $QQQ



