Is the so-called foundation of the market starting to show cracks? Morgan Stanley’s Erik Woodring explains what Apple’s under performance could mean for the mega-caps and the market more broadly. Plus, JP Morgan Asset Management’s Gabriela Santos is mapping out her rate cut forecast. And, Amy Kong from Corient says we need to see market breadth beyond big tech to sustain the rally. She makes her case and explains where she is seeing opportunity right now.