There are opportunities for many companies to augment their structural long-term growth potential in this era of AI and generative A.I., notes Jonathan Curtis. He discusses how markets are lower as September slump continues. He talks about the next phase of A.I. and A.I.’s impact on the tech sector, highlighting Franklin Technology Fund, Microsoft (MSFT) and Apple (AAPL). He looks at adoption trends for A.I. and what’s next for tech stocks. He also outlines how the Fed’s rate tightening cycle is impacting tech stocks. He also sees the potential for widening market breadth in the second half of the year as investors gain confidence that we’re closer to the end of the rate-tightening cycle and that fundamental earnings risk may be less than feared if economic conditions show signs of stabilization. Tune in to find out more about the stock market today.