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The S&P 500 SPX is up 14% this year, the small-cap Russell 2000 RUT has gained 20%, semiconductor stocks SOX have soared, basically everything but the Magnificent Seven is returning double digits.Stock-market strategists at Morgan Stanley led by Mike Wilson said that performance is no accident. \"This has all coincided with what we have deemed a new economic cycle that began at the trough of the rolling recession around Liberation Day in April 2025. The reacceleration in sales growth has led to a V-shaped rebound in EPS [earnings per share] growth as operating leverage returned to the median company,\" they say.But the one part of the market that has cooled are so-called momentum stocks, whose precise definitions vary but basically are bets that fast-rising 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The company will join the S&P 500, effective Sept. 21.Oracle  was up 3.8% premarket, after a 3.1% increase from the previous session.Micron Technology  advanced by 2.1% in pre-bell hours, following a 6.1% increase at Friday's close.Sandisk  rose 2% pre-bell, after closing Friday with an 11.9% increase.Nvidia  was 0.6% higher in premarket activity, following a 0.8% increase from Friday's session.Alamos Gold  was down 0.9% premarket, after a 1.9% decline from the previous session.Apple  was 0.4% lower hours before market open, after closing Friday with a 2.5% decline.Lululemon Athletica  declined by 0.3% pre-bell, following a 17.4% fall at Friday's 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