About the contributor:Mark TepperThere’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results. Learn more about Mark by clicking here!Schedule a 30 minute virtual meeting with Mark Tepper Book NowMark Tepper joined Varney & Co. to discuss the market rally, the role interest rates and oil prices could play this summer, and why headlines around Iran may matter for investors. He also shared his view on Micron, explaining why AI memory demand may have a runway but should not be assumed to grow forever. Mark also discussed Meta and Progressive as two stocks his team has recently added to or purchased.