Phil Rosen explains why the equal-weight S&P 500's (SPX) outperformance points to a broadening bull market, even as stocks like Apple (AAPL) and Western Digital (WDC) see individual volatility. He also discusses rising AI investment from Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and highlights Eli Lilly (LLY) as a top biotech pick with trillion-dollar potential.