Stock market today: S&P 500, Nasdaq hit records as Fed cuts rates, post-election rally rolls on

Given the favorable economic conditions post-election and the Fed's rate cut, companies in technology, particularly those tied to the Magnificent Seven like Amazon and Nvidia, will likely see continued growth. Investors are positive about the economic optimism spurred by Republican policies.

Nvidia's recent performance and expectations suggest it will maintain significant growth, especially as it is set to join the Dow. With strong demand for AI solutions, Nvidia remains well-positioned.

The overall sentiment in the housing sector is becoming cautious following the Fed's rate cut and potential economic uncertainties under Trump's anticipated policies. Companies like D.R. Horton could face challenges in housing affordability.

As Lyft expands beyond ride-hailing into new partnerships and services, it may capitalize on growth opportunities despite existing concerns. The recent earnings performance and market response suggest a positive outlook in the near term.

Despite current highs, Netflix's strong subscriber growth and increasing operating margins signal its dominance in the streaming market, indicating a bullish outlook for its stock.