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AI expansion benefits need to come stocks outside of the megacaps, says Bespoke's Paul Hickey
CNBC Televisionยท2025-07-29 21:04

results as soon as we get them. But let's stay for now with the market. Bring in our first guest, a bespoke investment group co-founder Paul Hickeyi.Paul, good to see you. We we are about to get a lot of micro reads on the consumer across general spending, convenience, travel, even some staples between Visa, Starbucks, booking, and Manderly. Which is the most important you think as a potential read through. You know, I think there a lot of them are important.Visa I think is a great read on the consumer alth ...