AI: adoption, winners, and software disruption

Where does this rally go from here? Strategas’ Chris Verrone, BNY’s Alicia Levine and Requisite Capital’s Bryn Talkington discuss. Plus, Rick Heitzmann from Firstmark Capital breaks down his outlook for the IPO market in 2026. And, Mohamed El-Erian weighs in on what he's watching from the upcoming jobs report.

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