Tech-Led Quarter-End Rally; Narrow Breadth Leaves Small Caps Behind

from Alpha Casts - AI Market Intelligence

A late-March rally led by large-cap techs and semiconductor suppliers pushed benchmarks higher into the quarter close, while small caps lagged. Market action today was driven by silicon-photonics deal flow, energy subsidies and policy headlines, leaving breadth narrow and investors parsing Fed and economic signals ahead of April.

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This episode was published on March 31, 2026.

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