
Markets continue their advance as investors debate whether leadership is finally broadening beyond AI and megacap tech. Keying in on a massive move in Dell: Matthew Niknam of Truist maintains a Hold rating and explains why he still sees limits to the upside. Warren Pies of 3Fourteen Research makes the case that the rally has room to broaden and argues the data does not support the idea that AI has become a bubble. We deep dive on recent big winners: Robinhood surges as investors embrace new product launches, higher price targets and AI-driven initiatives. Ford posts a remarkable gain as Wall Street responds to domestic manufacturing themes and improving sentiment around the automaker. Lower oil prices boosting the discretionary sector as Hyatt CEO Mark Hoplamazian discusses consumer behavior, travel demand and the outlook for the industry. Our Morgan Brennan sits down with Agriculture Secretary Brooke Rollins at the Reagan National Forum to discuss policy priorities and the stat...
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