KG: MSFT Earnings Important After Pullback, Don't Expect Interest Rate Movement

Kevin Green talks about where markets are positioned and the risks of Mag 7 companies doubling down on AI CapEx spending. He notes to keep an eye out for Microsoft (MSFT) as it and other Big Tech names have pulled back aggressively over the last quarter. When asked about today's FOMC interest rate decision, KG doesn't expect current Fed Chair Jerome Powell to provide much info on rate guidance.

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