Markets are digesting how to trade in what James Demmert calls a "new world order" focused on government policy change. While James sees foreign markets outperforming the U.S., he expects the SPX to hit 6,800 by year's end. The A.I. revolution is the main driver behind his bull thesis and labels GE Vernova (GEV), Palantir (PLTR), and Nvidia (NVDA) playing central roles in it.