This Fed rate cut is not recessionary, the U.S. economy still has resilience, leading to the rise of tech stocks, stock market hitting historical highs, continued rise in the economy, positive outlook for corporate profits, and other good news. Investors are shifting from defensive stocks to cyclical stocks such as banks, technology, real estate, and others. They are benefiting from the stimulative effect of loose environment on consumption, and industries such as real estate and automobiles are expected to rise. Utility stocks have become more attractive due to the AI investment boom.