US–China AI competition and winners

• Geoffrey Yu, Senior Market Strategist at BNY 
• Dana Peterson, Chief Economist at The Conference Board 
• Andrew Bishop, Global Head of Policy Research at Signum Global 
• Dan Ives, Global Head of Tech Research at Wedbush Securities 

Geoffrey Yu, Senior Market Strategist at BNY, discusses why growth still has room to run in 2026. Dana Peterson, Chief Economist at The Conference Board, weighs in on whether we will get a clear picture of the US economy post-government shutdown. Andrew Bishop, Global Head of Policy Research at Signum Global, reacts to President Trump’s pledge to rescue Iranian protestors. Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses his top AI stock calls for the year ahead.

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