The macro set-up is "extremely attractive for stocks," says Kevin Hincks, who points to crude oil near $90 and a pullback in the 10-year Treasury yield helping bullish sentiment. He adds that the Mag 7 reclaiming market leadership offers a boost of confidence. While market breadth has waned in the rally, Kevin believes it will improve so long as tech maintains the strength. Sticking with the Mag 7, Kevin discusses Meta Platforms (META) and its Muse AI product that ushered in a rally for the stock.