Markets' Seismic Shifts, SanDisk's Surge, and 2026's Biggest IPO 4/16/26

The two "seismic shifts" underway our strategist says will have profound implications for markets as the Nasdaq and S&P hit fresh record highs. Evercore's bullish case for SanDisk. Plus, the CEO of Madison Air on the heels of the biggest U.S. industrial IPO since 1999.