Market Diary & Playbook ($RXRX, $BMEA, Cybersecurity and Argentina Equities)

Mega Cap growth strengthened further with $MGK +1.94% reaching a 52-week high. Semiconductor stocks continued to rally, with $SOX +6.3% and $SMH +4.91%, pushing $QQQE +2.58% to logged its strongest 1 day gain in 2023. Notably, $XLY rebounded by +2.35%, erasing a week of losses in a single session, boosted by retailers $COST +4.3%, $GPS +12.4%, $WDAY +10% & $PDD +19% from their earnings reaction.

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