The AI trade: Key themes for investors to consider

Well, big tech earnings on deck. Investors bracing for Friday's CPI report as well. It's a combination that could set the tone for the Fed's next move at the end of October with valuation stretch and the market still leaning heavily, we know, on a handful of mega cap names.The question now is whether the rally can broaden out. For more, we're bringing in Andrew Cry, co-chief investment officer at Crescent Grove Advisors. Andrew, it's great to see you on set. Let's talk earnings here first because it continu ...