Jed Ellerbrook

Mike Santoli, CNBC Senior Markets Commentator, offers sharp insights into earnings trends and market volatility. Jed Ellerbrook of Argent Capital dives into AI infrastructure spending and stock reactions, revealing robust opportunities amidst recent changes. Tom Lee, Head of Research at Fundstrat, shares his take on Bitcoin's rebound and its implications for equity markets, linking crypto performance to broader market trends. The conversation is packed with valuable market perspectives that shed light on tech's resurgence and strategic investment moves.