Andrew Arons stays bullish on U.S. equities, citing record earnings and relentless A.I. infrastructure spending despite soft consumer sentiment. He looks ahead to Magnificent Seven earnings from Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOGL), Amazon (AMZN), and Apple (AAPL) as the next catalyst, highlighting AMD Inc. (AMD) as a prime AI beneficiary. Arons also flags Cava (CAVA) for consumer growth and makes a value case for Boeing (BA) based on its massive backlog and delivery ramp.