Brenda Vangelo

Brenda Vangelo, an investment committee member, offers keen insights into market trends, while Alex Kantiewicz, a big technologies expert, analyzes AI advancements changing the tech landscape. Deirdre Bosa, CNBC correspondent, reports on the latest in AI technology, and Malcolm Etheridge shares strategic portfolio moves. They discuss the tech sector's rapid ascent, recent semiconductor gains, and a significant double downgrade of McDonald's stock. The conversation balances market optimism with cautious investment strategies in a dynamic environment.

Kevin Simpson, a market analysis guru, joins tech-savvy Brenda Vangelo and valuation expert Bryn Talkington, alongside market impact analyst Steve Weiss. They dive into the recent market surge, dissecting Wall Street's gains amid falling rates. The group discusses the implications of potential tariffs on tech stocks, shares strategies for investing in undervalued companies, and highlights the upcoming political changes affecting the market. Expect insights on key stocks like Apple and Netflix, plus the promising energy sector.