"Tremendous Rally:" Tech Names to Continue Leadership, Impact to FOMC Rate Cycle

Jay Woods offers a wide perspective on all things Wall Street. With Microsoft (MSFT) hitting all-time highs, he expects Nvidia (NVDA) to be the next Mag 7 member to hit the milestone. Jay warns investors to keep Tesla (TSLA) volatility top of mind as its moves diverged from the rest of the group. For Palantir (PLTR), he says it trades like a meme stock but argues the long-term growth story is there. Jay also notes how incoming inflation and employment data will affect interest rates.

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