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Dave Mazza: AI leadership rotates beyond megacaps to new winners

Автор: CNBC Television

Загружено: 2026-01-14

Просмотров: 2458

Описание: Dave Mazza, CEO at Roundhill Investments, says 2026 markets stay bullish but volatile. Earnings, quality balance sheets, and rotation matter as AI leadership broadens and the Fed and elections add uncertainty.

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Dave Mazza: AI leadership rotates beyond megacaps to new winners

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