This Market Rally Is Starting to Narrow
Mary Ellen breaks down a stock market rally that is beginning to lose participation beneath the surface as rising inflation and higher Treasury yields pressure more economically sensitive areas of the market. She also highlights the areas still showing strength — including select software, semiconductor, optics, and alternative energy stocks — while explaining why Nvidia’s upcoming earnings report could become a major catalyst for AI stocks and the broader rally going forward.
This episode originally premiered on May 15, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.
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