Brian Glenn, CIO of Premier Path Wealth Partners, says the market sits at all-time highs despite over half of S&P names being in bear market territory, with $6 trillion in AI-related CapEx through 2030 still searching for ROI. He sees pharma as a key AI beneficiary, noting Roche's 3,500 Nvidia (NVDA) chips speeding drug discovery, and highlights Alcoa (AA) as a cheap pick at eight times earnings with aluminum demand tied to electric grid upgrades and data center cooling.