Gabriela Santos from J.P. Morgan and Ankur Crawford from Alger dive deep into market trends, debating the potential for a lasting rally amid seasonal shifts. Robert Kaplan analyzes the Fed's future moves, while Stacy Rasgon navigates the semiconductor sector's volatility. Erin Brown shares insights on overall market dynamics and investor sentiment as earnings season begins, emphasizing the resilience of consumer spending and the impact of tech innovations. Together, they unpack the complexities of today's economic landscape and investment strategies.

Ankur Crawford, a senior vice president and portfolio manager at Fred Alger Management, shares her journey from engineering to finance, emphasizing the analytical mindset that shapes her investment strategies. The discussion dives into the transformative impact of AI on productivity and innovation, comparing its disruption to historical technologies like the steam engine. Crawford also examines the complexities of regulating AI, the influence of geopolitical events on market volatility, and the intricacies of growth versus value investing in today’s concentrated market.

This conversation features Adam Parker from Trivariate, who delivers sharp insights on the tech sector's landscape, alongside Ankur Crawford from Alger, dissecting the stakes for major tech players like Microsoft. Chip expert Stacy Rasgon shares his expectations for AMD's upcoming earnings, while Angelica Peebles from CNBC clarifies the factors behind Merck's stock decline. The group navigates the impacts of economic uncertainty on market dynamics, emphasizing consumer pushback and the shifting fortunes of mega-cap tech.