📊 Will Holidays Fuel Tech Momentum?

Good Morning Investors,

Persistent enthusiasm around artificial intelligence and abundant liquidity are lifting cyclical and growth oriented companies. Supply chain conversations in the semiconductor space remain important for smaller chip suppliers, and seasonal positioning ahead of a holiday shortened week is adding to trading volume. Investors are also preparing for potential volatility during the shopping period as consumer and retail data start to shape end of year expectations.

Technology adjacencies and select resource names. Liquidity trends and the debate around the timing of rate cuts remain the key swing factors for smaller companies as the market heads into the final stretch of the year.

Matthias Schneider
Editor at Analytica Investor