Wall Street used June’s inflation print last week as a sell-the-news event and took profits on overheated big tech stocks. The S&P 500 and the Nasdaq have bounced back and held their ground since then as earnings season heats up.At the same time, the small-cap Russell 2000 has soared as Wall Street prices in the start of Fed rate cuts in September. Increased market breadth is a positive sign for investors.Plus, even if big tech experiences more near-term selling pressure, the bullish backdrop remains intact ...