Spencer Knickerbocker highlights the two Ps driving market optimism: policy and profit. He points to fiscal tailwinds from potential tax refunds and monetary support from anticipated Federal Reserve rate cuts. While acknowledging tech's past dominance, he suggests a broadening of AI investment beyond chips to include a full-stack buildout encompassing power, cooling, data centers, and cybersecurity.
Opening Bell With Nicole Petallides
15 Jan 2026
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