Mark Gibbens expects a 2.5% to 3% increase in economic data like GDP before the year's end, pointing to easing geopolitical tensions and the AI trade offering a lift for the U.S. Sticking with AI, he likes AMD Inc. (AMD) and sees it holding a strong edge in the chipmaking space even as Nvidia (NVDA) maintains leadership. He also expects Credo Technology (CRDO) to gain traction as the company gets an outperform rating from Evercore ISI. Mark then points to Goldman Sachs (GS) as a beneficiary from the booming IPO market with debuts like SpaceX (SPCX) and Cerebras (CBRS).