Geopolitical shock and market positioning

Savita Subramanian of Bank of America lays out a strategy for investors to deal with the current volatility and explains how she is positioning portfolios for the rest of the year. Earnings drive the tape with results from Okta and Broadcom. Stacy Rasgon of Bernstein reacts to Broadcom’s numbers and what they signal for AI infrastructure spending. Chris Verrone of Strategas joins to walk through the technical picture and key levels investors should watch next in several important sectors.

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