* S&P 500 HITS INTRADAY RECORD HIGH, LAST UP 0.1%   @Reuters 🇺🇸 pic.twitter.com/KK5PrBAdMO

B of A: “.. We remain constructive on the S&P 500 .. but our conviction has waned given the thawing of extreme bearish sentiment. Our year-end $SPX forecast 5400 implies weak returns, but we have high conviction in large cap value, cyclicals, and dividends.” [Subramanian] pic.twitter.com/VaALDV6S59

Cons Discr saw largest gain today but is holding onto mild YTD gain of only 2.4%; Utilities fell most today and sector is still in fourth place YTD … small caps underperformed, led to downside by Russell 2000 Growth; Russell 1000 Growth outperformed and is up by nearly 16% YTD pic.twitter.com/0xrjzF3eol

Tech has been far and away best-performing large cap sector not just yesterday but also MTD, while YTD it’s runner up behind Comm Services; stellar performance is due, in very large part, to Nvidia, which just crossed $3bn dollar market cap mark yesterday: chipmaker contributed… pic.twitter.com/O6BcZLHimK