In this insightful discussion, Daniel Newman, CEO of the Futurum Group, shares his thoughts on big-cap tech earnings, including Alphabet's solid sales and Microsoft's tumbling shares due to high spending. He emphasizes the importance of AI infrastructure. Meanwhile, Sean Clark, Chief Investment Officer at Clark Capital, breaks down Federal Reserve Chair Jerome Powell's warning about tempered expectations for interest rate cuts, highlighting the Fed's contrasting views on jobs and inflation. Both guests provide intriguing insights into tech and financial markets.
