How much longer can the AI trade continue, and what should investors be watching as earnings season unfolds?In this NYSE Live interview, David Busch, Chief Investment Officer at Trajan Wealth, discusses the next phase of artificial intelligence investing, key earnings reports, Federal Reserve policy, and the economic risks that could shape markets in the months ahead.Busch begins by highlighting the importance of earnings season, particularly results from major technology companies that sit at the center of the AI ecosystem. He explains that investor focus remains concentrated on corporate profitability, AI-related capital expenditures, and signs that companies are successfully monetizing their investments in artificial intelligence.
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