2026 "has big shoes to fill" when it comes to the Big Tech front, says Kevin Hincks. He believes 2025's AI rally will face headwinds when it comes to matching gains, but tailwinds backing AI memory chip stocks like Micron (MU) prove tech has legs to run. One corner of the market potentially running out steam: the metals race between silver and gold. Kevin also discusses breaking news in Tesla's (TSLA) deliveries, which fell year-over-year.
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