Art Hogan, Chief Market Strategist at B. Riley Wealth reveals why waiting for clarity is a mistake and why he still sees a path to S&P 7,600.
00:00 Introduction
09:08 Market outlook
01:14 Path to 7600
02:08 Geopolitical risk disconnect
03:30 Risk to bull case
04:17 Dip buying strategy
05:29 Sector overweight positions
06:36 Adding tech exposure
07:51 Software vs hardware
09:04 Salesforce buy case
09:47 What to avoid
12:09 Non-Mag 7 AI winner
13:27 Rapid Fire: This or That
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