MRKT Matrix - Tuesday, July 2nd

• S&P 500 rises as Powell notes inflation progress, Tesla gains (CNBC)
• Powell Welcomes Recent Data But Fed Needs More Confidence to Cut (Bloomberg)
• RBC raises S&P 500 year-end target, but strategist says she’s nervous about it (CNBC)
• No Nvidia in Your Portfolio? ‘You’re Just Toast’ (WSJ)
• Tesla shares soar on better-than-expected Q2 deliveries report (CNBC)
• FDA approves Eli Lilly Alzheimer’s drug, expanding treatment options in the U.S. (CNBC)
• Goldman’s favorite stocks for the second half — including 3 additions to its conviction list (CNBC)

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