CapEx Timing, Private Valuations, IPO Signals

What is the road ahead for stocks? We discuss with Trivariate’s Adam Parker, Courtney Garcia from Payne Capital and Bank of America Merrill Private Bank’s Chris Hyzy tell us what they think. Plus, FirstMark’s Rick Heitzmann tells us if he thinks an AI bubble is brewing. And, Richard Saperstein from Treasury Partners tells us what he thinks is the best strategy for your portfolio. 

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