Tech is the best-performing sector this quarter, led by bullishness around Nvidia. Big Technology's Alex Kantrowitz explains. On the flip side, energy is the worst-performing sector, even as oil comes off a two-week winning streak. TD Cowen's Jason Gabelman lays out what's ahead. And, AI is infiltrating all parts of the economy, including travel. Needham's Bernie McTernan discusses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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