Morning Call Sheet: AI, rates and affordability test markets.
Oppenheimer’s John Stoltzfus,
@spotgamma’s Brent Kochuba and
@marctshort of
@AmericanFreedom join
@MorganLBrennan to discuss AI, rates, energy, consumers and market risks.
$SPY $QQQ $NVDA $MU $IWM $DIA $TLT