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Marc Dizard, CIO at Huntington Bank, shares his bullish outlook for the second half of the year, citing strong earnings, a healthy consumer, and growing AI adoption. He also discusses inflation, Fed expectations, and portfolio holdings including Vertiv (VRT), ServiceNow (NOW), CrowdStrike (CRWD), Intel (INTC), Target (TGT), Coca-Cola (KO), and Clorox (CLX).

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