Bullish Market Forecast: Big Tech and International Plays Lead the Charge

Greg Dukes sees a strong finish for the market, driven by the "big beautiful bill" and leadership from big tech. He expects the Fed to cut rates 25-50 basis points in September, with a 50/50 chance of another cut by year-end. Dukes is bullish on Microsoft (MSFT), Johnson & Johnson (JNJ), and Alphabet (GOOGL), and likes international plays like Toyota (TM) and Sony (SONY).

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