Market Rally Holding Strong: ARM, DASH & APP Earnings Breakdown

KG says stocks are pushing higher into the close, with signs of a sustainable rally for now. He highlights key sectors like materials that could limit upside and dives into earnings for Arm Holdings (ARM) and DoorDash (DASH). KG also flags AppLovin (APP) as a name to watch, with better than expected guidance but potential risk of being cannibalized by AI.

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