#Bigpicture

From CNBC: What's good for Cisco is good for Broadcom. 3 reasons both stocks are soaring

Leerink analysts lifted J&J shares to a buy equivalent from hold on Wednesday, citing the company's slate of new drugs.

In his Sunday column for Investing Club subscribers, Jim Cramer pushes back on the idea that it's too late to start buying AI winners.

From CNBC: S&P 500 extends winning streak to 6 weeks. What drove the stock market gains

From CNBC: Big Tech earnings show how big, smart spending can be rewarded by the market

From CNBC: The S&P 500 and Nasdaq kept their record rallies going. Here are 3 key takeaways

Just as anything peripherally involved with the data center is blessed, anything even tangentially associated with pharma is a nightmare.

The Iran war wasn't the only focus. Corporate earnings and a split between hardware and software stocks caught our attention as well.