Chris McGrady

Chris McGrady, Head of U.S. Bank Research at KBW, discusses the shifting dynamics of the stock market as investors pivot towards small caps, healthcare, and airlines. He analyzes the recent decline in big banks and what this could mean for earnings season. The conversation also highlights CoreWeave's struggles post-acquisition, with concerns from analysts about stock valuation and upcoming IPO challenges. McGrady provides insights into the broader implications for the AI and semiconductor sectors amidst these market rotations.