Stephanie Roth, Chief Economist at Wolfe Research, breaks down the surprising November CPI report, hinting that inflation may bounce back sooner than expected. Emily Rowland, Co-Chief Investment Strategist at Manulife/John Hancock, advocates for a bullish outlook on U.S. equities, driven by AI adoption and strong earnings. Dan Ives, Global Head of Tech Research at Wedbush, discusses the implications of the Trump Media-TAE fusion deal, emphasizing its potential to accelerate fusion technology and AI monetization.
