Mario Lagana sees strong technical momentum in the Nasdaq and S&P 500 (SPX), but warns that weak market breadth remains a concern. He highlights strength in software and cybersecurity, including CIBR ETF, CrowdStrike (CRWD), Palo Alto Networks (PANW) and Fortinet (FTNT), while also watching AbbVie (ABBV), Cheesecake Factory (CAKE) and Urban Outfitters (URBN). Lagana says earnings and forward guidance could determine whether the market resumes its uptrend.