David Groman
Senior Equity Strategist at Citi, focused on equity market analysis and sector themes such as technology, AI, and earnings dynamics.
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Feb 4, 2026 • 12min
Markets Edition: Hurdles to “Priced to Perfection”
David Groman, Senior Equity Strategist at Citi who focuses on tech, AI and earnings dynamics, discusses AI-driven market moves and where volatility has hit. He walks through whether AI is changing fundamentals and how valuations look. Conversations also cover geopolitical shifts in allocations and what markets appear to be pricing in for earnings.
