Lori Calvasina, head of US Equity Strategy at RBC Capital Markets, shares insights on S&P 500 forecasts amid Fed uncertainty. Bob Michele, CIO at JPMorgan, discusses the potential impacts of tariffs on US companies and speculates on the future of Fed Chair Jay Powell. Meanwhile, Frank Lee, a semiconductor expert, explores the booming AI investment landscape and the complex dynamics of the global semiconductor market. Together, they tackle the evolving challenges in the equity market, monetary policy, and technology's role in shaping economic growth.
