Stocks hit another round of record highs this morning, but investors’ enthusiasm is also clouded with a potential correction or more tariff troubles. Is now the time to rebalance?

 

Not necessarily.

While valuations are around 22 times earnings, a large share of companies have beat on expectations this year. And the Mag 7 continues to lead the market with earnings that justify a resilient market.

 

There’s a lot to look forward to this week, from Big Tech’s upcoming earnings reports to a potential rate cut on Wednesday.

 

Watch Brooke’s CNBC interview below for more insights! The full interview is also available on CNBC’s website here or on CNBC’s YouTube channel here.