Steve Tusa

Steve Tusa, an industrial analyst at JP Morgan, dives deep into the bustling industrial sector. He discusses the explosive growth of data centers and the innovative technologies enabling them. Tusa shares insights on the rise of Vertiv and its impact on the market. The contrasting fortunes of Honeywell and GE raise questions about strategic direction in a changing landscape. He also highlights the importance of adaptability and the potential of new energy solutions like modular nuclear reactors, all while navigating the complexities of industrial stock growth.

Join Josh Brown, Bryn Talkington, Steve Weiss, Richard Saperstein, and JPMorgan's Steve Tusa as they dissect a pivotal week in tech. They discuss the implications of Alphabet's trimmed forecasts alongside a robust seven-week Nasdaq rally. Tusa provides a bullish case for 3M, highlighting its stock rebound under new management. The group dives into competitive pressures in tech, long-term investment strategies, and the rising importance of mid-cap stocks, with a keen eye on evolving market dynamics.