Jeff Mortimer says U.S. markets have stabilized after geopolitical volatility, with focus returning to earnings growth and margins. He’s bullish for the intermediate term, urging investors to buy weakness and broaden exposure beyond A.I. leaders like Nvidia (NVDA) and Intel (INTC). Mortimer favors U.S. equities over international markets, highlighting energy and utilities as key beneficiaries of the digital and industrial buildout.