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Q1 earnings: fantastic (but with a caveat) … Tech does the heavy lifting… Luke Lango’s “Summer of AI” … one stock from Louis Navellier for a summer surge… nervous about buying Tech today? Don’t be

As I write on Wednesday morning, the markets are in rally mode thanks to positive geopolitical and earnings news.

First, Axios reported overnight that the U.S. and Iran are nearing a one-page memorandum of understanding to end the war and set a framework for nuclear negotiations.

President Trump, characteristically, is keeping everyone guessing. He called a deal “perhaps, a big assumption” and warned that “if they don’t agree, the bombing starts.”