June jobs report missed hard (57k vs 113k expected, unemployment 4.2%), and the Dow closed at an all-time high on July 2 as money rotated out of tech into broad blue-chips. The dovish data supports a Fed hold and broad-market breadth was positive (majority of S&P stocks rose), so I expect the S&P 500 to grind higher next session as the rotation broadens beyond mega-cap tech.