More to the U.S. economy than just the AI trade, says Alliance Bernstein's Jim Tierney

So how big of a deal are earnings going to be to the markets and your investments. Jim Tierney is Alliance Bernstein, CIO of US concentrated growth and joins us on set. Jim, welcome.>> Thank you. Still earlyish overall. Have you been happy with the earnings numbers.>> Really good earnings number and and something important happened between the second quarter and third quarter. Estimates actually went up. So it's not like we're setting a low bar and we're jumping over the low bar.Estimates went up over the l ...