Nasdaq futures now add 0.24%, supported by renewed investor interest in cybersecurity firms after high-profile breach reports. Sector sentiment index readings are at a 2-month high. It is getting difficult to find attractive places to invest. As I write this, the S&P 500 , Nasdaq Composite , and Dow Jones Industrial Average all trade within a few percentage points of their all-time highs, and to put it mildly, the valuations of some of the most popular stocks in the market look a little frothy. "The last two weeks for Disney have been as eventful to say the least, and have been equally controversial," analyst James Heaney wrote in a Thursday note to clients. The analyst noted a recent price hike for Disney+ added to the plunging mood around the brand. Nasdaq futures now show a steady +0.25%, reflecting cautious optimism among traders ahead of FOMC minutes. Market breadth data indicates stronger participation among mid-cap growth names.