Deutsche Bank's Nicole DeBlase on 2026 industrials outlook

With perceived growing risk in tech, investors are rotating into industrial, sending the sector to record levels. Joining us now is Nicole Del, Deutsche Bank research analyst. Nicole, great to have you with us. >> Thanks, great to be here.>> Uh, you know, it's actually been an extraordinary run that maybe people aren't even paying attention to. Um, it's the longest winning streak since August of 2020. The transports though, Nicole, as you know very well know, are are they're very different in terms of the c ...