Home Market Outlook Today's Market Summary The equity market is on a 6-week winning streak, with tech—especially the Mag 7 and semiconductors—driving gains. Momentum, high beta, and growth stocks are leading, while value, defensive sectors, and commodities like oil have lagged. Non-U.S. markets, particularly South Korea and Taiwan, are outperforming due to their semiconductor exposure fueling the AI trade. Despite macro risks—high valuations, geopolitical tensions, and sticky inflation—the market climbs the 'wall of worry' on optimism for the next 9 months. SlavkoSereda/iStock via Getty Images The equity market is on a winning streak - 6 weeks in a row. The record streak was 13 in a row, back in the late 1950s. That tells me there is still room for this market to run. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AVGO, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.…