HomeTechA.I.AI's Broadening Trade as Policy & Profits Power Market Optimism

AI's Broadening Trade as Policy & Profits Power Market Optimism

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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