CES 2026 Re-Energizes AI Trade, Sets "Second Derivative" Tech Plays in Focus

Markets experienced a tech-led rebound to kick off the first full trading week of the year. Chris Versace points to CES 2026 as the key catalyst, noting the wealth of AI, robotics, and autonomous driving updates revving up investor confidence. He believes we're still "very early" in AI adoption, expecting "second derivative" companies in the trade like storage chips to continue rallying. One warning Chris has for a potential AI bubble: Salesforce (CRM) and other notable software companies.

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