Next Day Prep
Next Day Prep #258: The Narrow Rally Paradox: Records vs. Reality – Wednesday 5/13/2026
0:004:31
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Episode summary
Despite fresh index records, market breadth is deteriorating, creating a ‘Narrow Rally’ driven by mega-cap tech while rate-sensitive sectors lag. We analyze the divergence caused by inflation data, review standout earnings from Tower Semiconductor and National Vision, and outline a cautious playbook for tomorrow.