In this engaging discussion, Steve Kovach, a CNBC technology reporter, dives into the fierce competition among major tech players in the AI device market. He shares insights on the implications of Meta poaching Apple's design chief and explores the shift towards consumer AI products. Dan Greenhaus, a market strategist, evaluates sector rotations and the strong performance of banks amidst the evolving market landscape. Meanwhile, Mohamed El-Erian, Chief Economic Advisor at Allianz, provides thought-provoking commentary on potential Fed chair candidates and their impact on equity markets.
