James E. Thorne says the bull market is evolving, not ending, as leadership broadens beyond the AI trade. He points to equal-weight S&P 500 outperformance and s

James E. Thorne says the bull market is evolving, not ending, as leadership broadens beyond the AI trade. He points to equal-weight S&P 500 outperformance and says earnings, industrial growth, policy, trade shifts and the Fed are driving the change.