Joining us on the markets right now is Carrie Firestone. She's the co-founder and chair Amarita. Ammerida is they ammerida is when it's a woman.>> Yeah, >> I did not know that. Ammerida. Uh she is the chair ammerida of Arius Asset Management.She's also a CNBC contributor and Carrie, it's great to have you on set today. >> Thanks very much, Becky. >> All right, let's talk about what we're seeing in the markets right now.You think that we are on the verge of of of a pullback. How how big of a pullback are you ...

Market Prediction - Solana is predicted to surpass the NASDAQ in market capitalization [1] - The prediction suggests the event is inevitable, focusing on timing rather than possibility [1]

RT curb.sol (@CryptoCurb)Solana will flip the NASDAQ. https://t.co/ZIJIGzadzO ...

RT Gotto (@tgotto95)SOLANA WILL FLIP THE NASDAQ. https://t.co/1MDxR3gHqw ...

RT Solana Sensei (@SolanaSensei)Solana will flip NASDAQ ...

Join us now. Sylvia Jablonsky, Defiance ETF CEO uh and chief me chief investment officer. I I'm I'm feeling I'm feeling you have not been that negative.No. Throughout all this, I I can remember I it's sad because I look at some people and I remember how wrong they were. Yeah.And we have a lot of people on that when I look at now that's all I can think about and I'm not sure why they're here. Glad I'm glad I'm not one of them for You're not one of them. You are not one of them.Why didn't you Um it wasn't a h ...

Market Performance & Sentiment - The first half of the year saw an extraordinary market bounce from the April lows, with significant intra-quarter swings [1][2][3] - Sentiment change was notable, with Meta up almost 30% and JP Morgan up almost 20% [2] - The NASDAQ is on the verge of making a new relative high against the S&P, a key indicator for market players [7] - The S&P and NASDAQ made brief new highs, closing the first half near all-time highs with a VIX below 17 [8][9] Economic Factors & Risks - The first half of the year was one of the worst for the US dollar since the 1970s, with a nearly 7% move lower in the dollar index during Q2 [5] - A weaker dollar is beneficial for multinationals and the big tech trade [9] - The Fed lowered its growth target for the US for the second half of the year [10] - There is confusion regarding the Fed's next move, with scenarios for both lowering and maintaining interest rates [11][12] Sector Performance & Concerns - The reemergence of big tech companies has been a significant driver [6] - While tech may continue to drive the market higher, caution is advised due to potential shifts in the dollar or crude oil prices [9] - Energy, materials, home builders, retail, and pharma sectors are underperforming, indicating a lack of broad-based rally [9][10]