Tech Earnings Are in Recovery Mode, Says RBC's Calvasina

The transcript discusses the market rally despite challenges in the banking sector, highlighting the tech sector's recovery and its significant influence on the S&P 500. The tech sector's improving trends and positive interest rate dynamics are crucial, with potential future rate cuts being a topic of debate.

What factors contributed to the recovery process in the tech sector?

What does the term 'upward revision territory' refer to in the context of the tech sector?

In what ways did the market's focus shift from regional banks to the tech sector?

How has the structure of the S&P 500 changed in relation to the tech sector?

What implications do positive interest rate dynamics have for the tech sector?