NVDA & A.I. Infrastructure Demand "Feverish," Health Care Stocks "Economically Insensitive"
All right, back to your money and your portfolio. Jed Ellerbrook is with us, portfolio manager at Argent Capital Management. How do you feel about the market.>> Um, I think the market continues to do well, mostly on the back of AI. Um, and then otherwise, you know, I think we have a fairly slow growth economy. Consumer spending is rising but slowly relying more and more on um high-income folks to to support continued growth.and uh you know business investment is hanging in there and uh corporate earnings gr ...