Recession Odds Are Falling. Cheesecake Factory and 14 Other Stocks That Should Thrive - Barron's

1. Market optimism has returned, alleviating previous tariff fears. 2. Fund managers highlight growth opportunities in tech and industrial sectors. 3. Amphenol's stock has risen over 45% from early April lows. 4. Investors are focusing on skilled labor demand amidst economic shifts. 5. Technology stocks are becoming more affordable after recent sell-offs.