Bull Narrative Intact, Geopolitical Headwinds Test Outlook

Seana Smith says "it's encouraging" to see dip-buyers in the stock market after Friday's steep sell-off. She's looking for trends in the AI trade that reinforce demand as several corners of the tech sector see shortages. One challenge ahead lies in interest rates, as Seana explains new Fed Chair Kevin Warsh's conundrum on balancing rising inflation with job strength. She also touches on crude oil prices and risks ahead in the energy trade.

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