US equity futures remain steady after hitting fresh records with some pullback from tech. Shares of Broadcom falling after its sales outlook for the AI market failed to meet investors’ expectations. President Trump said the US would be willing to contribute assistance to Ukraine’s security as part of the peace plan. Seema Shah of Principal Asset Management is positive on the broad AI trade, but expects concerns surrounding it to persist.
Chapters:
00:00:00 – Bloomberg Brief
00:01:55 – First Look Movers
00:13:32 – Trending on the Terminal
00:19:14 – Front Page News
00:22:40 – First Look Movers
00:24:35 – Seema Shah, Principal Asset Management Chief Global Strategist
00:31:26 – Trending on the Terminal
00:42:16 – What to Watch
——–
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