Good numbers are good but not good enough to support stocks that got ahead of an anticipated rate cut, notes Hilary Kramer. She discusses earnings season takeaways. She highlights that outside of big tech, the numbers aren’t great. She talks about how banks are limping, the cat got destroyed and big pharma is drifting back into negative net earnings growth. She then goes over her stock picks including Spotify (SPOT) and The Trade Desk (TTD), as well as her stock to avoid: Meta Platforms (META). Tune in to find out more about the stock market today.