So the week ahead is less about whether stocks can hold the line and more about whether the jobs report can walk the narrow Goldilocks path.

This article highlights the MTD performance of each sub-portfolio in our model AI Semiconductor Portfolio, the focus of each, the constituents in each, the catalyst behind their price change and a YTD chart of the sum total of their performances.

No new Fed hawkishness surprise; USD found it difficult to extend gains.