Mark Tepper joined Varney & Co. to break down why the stock market rally may still have room to run despite all-time highs. He explains why “sell in May and go away” could be the wrong move this year, discusses trimming chip stocks like AMD and Nvidia after massive gains, and shares why he’s bullish on companies like Microsoft, Diamondback Energy, Dick’s Sporting Goods, and Uber. Mark also highlights surprising earnings growth trends, small cap opportunities, and what investors should consider as the market enters the second half of the year.