Navigating the AI Investment Landscape

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest for stocks on a busy morning for earnings. Tech a key focus after the sector’s best day since November: why one T Rowe Price Portfolio Manager says there’s more room to run, and his top picks in the space. Plus, a look at the stocks set to benefit from Trump’s big AI Stargate Project according to Wells Fargo. 

Also making headlines: a spending spar between billionaires… Elon Musk, OpenAI’s Sam Altman, and Microsoft’s Satya Nadella trading public blows over Stargate funding – with fresh developments during the hour. 

Additionally: Sara discussed the latest on the consumer front, 2025 regulation concerns, and more - with the CEO of Pinterest and the Executive Chairman of SHEIN, both live from the World Economic Forum in Davos during the hour. 

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