Assessing Capital Expenditure and Investor Sentiment in Tech

- Chris Harvey, Head: Equity Strategy at Wells Fargo
- Angelo Zino, Head: Technology at CFRA
- Charles Myers, Chairman and founder at Signum Global Advisors
- Claudia Sahm, Chief Economist at New Century Advisors

Chris Harvey, Head: Equity Strategy at Wells Fargo, talks about market bullishness and whether his S&P target could change should the president fire Fed Chair Jay Powell. Angelo Zino, Head: Technology at CFRA, joins to discuss Big Tech's AI investment and talent poaching as well as the outlook for the broader tech sector. Charles Myers, Chairman and founder at Signum Global Advisors, discusses Fed independence and how a less independent Fed could reshape markets. Claudia Sahm, Chief Economist at New Century Advisors, on US labor and inflation as well as Jay Powell's future as Fed Chair.

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