Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.

Our outlook on the 11 S&P 500 equity sectors.

Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.

Stocks have turned mostly higher in the final trading session of the week, but rotation out of heavyweight sectors has S&P 500 and Nasdaq lower for the week.

The tech sector was hit with selling pressure and volatility this week, despite lower oil prices and yields, as money continues to flow towards other areas of the economy.

Weakness in tech dragged major indexes early, with concerns mounting about AI demand amid rising prices. Consumer sentiment data is ahead, and jobs data arrives next week.

WTI crude closed higher Thursday after reports that a cargo ship was attacked near the Strait of Hormuz revived concerns over maritime security in one of the world’s most important energy corridors.

Solid earnings and guidance from chip giant Micron initially sent its shares up sharply, while Wall Street awaits PCE price data this morning. Banks passed the Fed's stress test.

Earnings from memory maker Micron Technology are in the spotlight today amid a tech sell-off, but investors will also be looking ahead to PCE data after a hawkish Fed meeting.