Why Market Leadership Is Concentrated in AI Hyperscalers

- Blake Gwinn, RBC Capital Markets Head of US Rates Strategy
- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas, BlackRock
- Pierre Ferragu, Head of Global Tech Infrastructure, New Street Research
- Mary Lovely, Senior Fellow at the Peterson Institute

Blake Gwinn, Head of US Rates Strategy at RBC Capital Markets, previews Wednesday's FOMC rate decision and the potential impact to US treasuries. Gargi Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock, discusses the recent records highs for equities against the backdrop of Mag Seven earnings. Pierre Ferragu, Head of Global Tech Infrastructure at New Street Research, talks Nvidia as the AI powerhouse is on track to become the first $5 trillion company. Mary Lovely, Senior Fellow at the Peterson Institute, gives her insights on US trade relations with President Trump set to meet with Chinese President Xi Jinping on Thursday.

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