Fed rate cuts in December or January are immaterial for equities, says KKM Financial's Jeff Kilburg

For more, let's bring in Jeff Kilberg, KKM Financial founder and CEO, a CNBC contributor. It's almost like having this shopping list and thinking, "Oh, I can't afford that. I can't afford it." And waiting for it to go on sale. >> You're absolutely right, contestant.I wouldn't say the damage is done necessarily in some of these AI themed big tech names. I think just some profit taking has occurred. We've seen two consecutive weeks of profit taking.The jitters really were spurred by the uncertainty what the F ...