Doug Cohen discusses the market’s post-election rally and why he expects the S&P 500 (SPX) to remain resilient through year-end. He sees opportunities as the rally broadens beyond tech into industrials, health care and financials, while favoring equal-weight exposure to reduce concentration risk around the AI trade. Cohen also weighs the outlook for the Mag 7, AI spending and data center investment, along with oil prices, the labor market, Fed policy and the 10-year Treasury yield.