James Demmert sees “great” fundamentals in international equities. He likes the telecom sector, focusing on the “AI telecom space,” arguing Meta (META) is one of those names. He likes Apple’s (AAPL) further investment in the U.S. and says that because it’s late to the AI game it needs to woo back institutional investors. “All they have to do is come up with one really great AI,” and then James thinks the stock will head higher. He also likes the financial sector, banking on deregulation and a Fed cut.