Market Reaction to Tariff Uncertainty and Earnings Misses

Have the bulls made the case that a bottom is in or is this still a typical sharp but fleeting bear-market bounce? We discuss with 3Fourteen’s Warren Pies, JP Morgan Asset Management’s Stephanie Aliaga and Truist’s Keith Lerner. Plus, the “Dean of Valuation” Aswath Damadoran from NYU tells us how he is navigating the tech trade this earnings season. And, Alger’s Ankur Crawford weighs in on the semi space and AI arms race.