It’s a solid session for the market, and these days we’ll take it. Once we close above 5500, I’ll get excited, but for now this is a good day.

Growth sectors are leading the charge with Technology (XLK) being the tip of the spear.

The most intriguing stock of the session is Hasbro (HAS). It is supposed to be the poster child of negative tariff impacts.

I like the second layer chips that are rocking on strong earnings. United Rentals (URI) is up as a proxy for building activity in America.

Hasbro (HAS) says tariffs just missed this quarter. Management wasn’t so afraid and didn’t cut future guidance, which is unchanged.