Brian Mulberry: Be Picky About What You Own and Why You Own It

Brian Mulberry believes we’re not in an asset bubble for AI, but the capital expenditures could be, arguing that AI companies are showing profitability in their earnings reports. However, if anyone pulls their cash commitments, the market could get nervous. He also covers Fed policy, and says the market hasn’t priced in the possibility of no cuts. Brian covers his takeaways from this week’s bank earnings especially as fears around regional banks grow.

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