Yahoo Finance's The Morning Brief welcomes Commonwealth Financial Network CIO Brad McMillan to talk about recent trends in the tech sector and major chip players.
How do you kind of really separate what we're seeing within Nvidia's tech story and the orders that are coming in from the the business to business side on anticipation of how generative A I will be utilized versus the consumer technology story where you've got firmly within their companies like Apple that are trying to continue to make their own rebound over the course of this year, given some of the slippage that we had seen out the gate to start 2024.
Now, what we see here is we can see continued growth in jobs in wage growth in spending ability and we're seeing a lot of those companies continue to move up kind of quietly. Well, Brad with respect to you here, that's the question because the FED has not given us any sort of central thesis to go off of.