Scott Wren, a senior global market strategist at Wells Fargo, shares insights on the attractive S&P 500 outlook and the impact of AI on stock valuations. He counters concerns about an AI bubble by comparing today's tech fundamentals to the dot-com era. Wren emphasizes sectors like tech, industrials, and utilities as promising investments. Meanwhile, Jacek Olczak, CEO of Philip Morris, discusses the company's shift to smoke-free products, highlighting their higher margins and potential for growth, reshaping public perception in the process.
