Tom Lee, co-founder of Fundstrat Global Advisors, dives into the robust AI fundamentals and market relief from the recent government shutdown. Glenn Kacher, founder of Light Street Capital, offers insights on AI adoption timelines, emphasizing which tech stocks to embrace or be wary of. CNBC's Mike Santoli contextualizes market volatility and the interplay of macro data with investor sentiment. Together, they dissect the future of AI investments, Bitcoin correlations, and the potential for a year-end market rally.
