Morning Stock Movers: Apple, Microsoft, Carnival, United Airlines

The video discusses the recent trends in the stock market, focusing on the performance of big tech stocks like Apple, Amazon, and Microsoft, which have recently reached record highs. It also examines the shift away from the reflation trade, highlighting the decline in travel and material stocks such as Carnival and United Airlines. The video concludes with an analysis of investor decisions and the potential future leadership in the market.

What signals were mentioned regarding the backtrack from the reflation trade?

What are the implications of the current market conditions for future leadership in the bull market?