"In a world of tariffs, everyone is expecting growth to slow down," says David Wagner. However, he's confident market leaders will drive the SPX forward. David points to Nvidia's numerous developments in Saudi Arabia as promising signs for the A.I. giant. He adds that A.I. continues to drive development across the mega caps, noting strong earnings from Alphabet (GOOGL), Meta Platforms (META) and Microsoft (MSFT).
The Watch List
19 May 2025
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