Even with the Russell 2000 managing a rare early-year surge, growth stocks—especially in tech—continue to dominate. Goldman analysts are sticking with their bullish tech thesis, suggesting that despite small-cap strength, larger tech names remain the primary driver of market momentum. The narrative here is clear: when it comes to sustained performance and investor confidence, technology still holds the crown. This matters for the broader market because tech sector health often sets the tone for risk appetite across other asset classes.