Technology and consumer leaders help drive rebound in equity sentiment

Large-cap technology and consumer-focused companies helped lift equity sentiment as investors rotated back into sectors with more predictable earnings trajectories. Analysts noted that stronger forward guidance from enterprise software and digital services firms supported selective buying. Trading reflected orderly institutional activity, suggesting a measured rather than speculative rebound. Market participants continue to favor companies demonstrating resilient cash flows and diversified geographic exposure. 

Strategists expect further rotation into high-quality names if corporate reporting maintains its current trend.