The Big Driver of Earnings Is AI, Says JPM's Quinsee

We begin this hour with stocks hitting another all time high as investors eye a Fed rate cut for Quincy. Jp morgan rising markets have recovered to new record highs. If policy rates come back into focus, equity valuations are now elevated and markets will struggle for.Joins us now for more folk. Good morning. Good morning.It's good to see you. Let's just go through where things are at right now. Earnings, good jobs data, not good Is one much more important than the other.Yes, it's always about the earnings. ...