Tiffany McGhee Breaks Down AI Winners and Market Divergence

The market is balancing strong corporate fundamentals with rising macro risks, as AI winners pull ahead while others lag, according to Tiffany McGhee, CEO and CIO of Pivotal Advisors. She highlights pressure on forward guidance amid higher costs and points to defensive names like Procter & Gamble (PG) as key ways to navigate a more volatile environment.

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