David Kostin, Chief U.S. Equity Strategist at Goldman Sachs, discusses the resilience of market margins despite tariff pressures and teases insights on the earnings season. Brent Thill, a Jeffries analyst, reveals Palantir's standout quarter, surpassing $1 billion in revenue, driven by AI advancements. Mackenzie Sagal sheds light on Google's innovative AI initiatives aimed at pushing the boundaries of artificial general intelligence. The trio navigates through market dynamics, tech trends, and the intriguing performance of healthcare stocks.
