$SpaceX(SPCX)$ Competitor moves overnight. Small-cap momentum remains strong, with $Rocket Lab USA, Inc.(RKLB)$ up 16%. $Palantir Technologies Inc.(PLTR)$ is holding steady amid the AI rotation. $NVIDIA(NVDA)$ continues to lead the sovereign AI narrative and liquidity flow. Some strategies are rebuilding cash buffers while prices stay firm. July seasonality tailwinds are starting to show in positioning.
My full market outlook and watchlist are updated for today.
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