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Higher beta stocks particularly in AI and cloud sectors outperformed. Earnings momentum screens suggest tech leadership could persist if revenue beats align with robust forward guidance. It still isn't a great look for the second-round pick Shough, but he'd almost surely be the starter in future weeks if Spencer Rattler got hurt Sunday. • Chicago Board of Trade soyoil futures (BOv1) fell 0.16% on Friday and marked a slight weekly gain. Futures end levels in wheat declined 2.4% to $6.17/bushel on stronger supply outlook. Consumer staples equities tied to food production could benefit from easing input costs in Q3.
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