Stocks notch fresh record highs as investors weigh Big Tech’s next moves and massive AI investments. Brent Schutte of Northwestern Mutual and Malcolm Ethridge of Capital Area Planning Group break down what’s driving the rally. Mackenzie Sigalos reports on Amazon’s sweeping AI push and major job cuts, while Vivek Arya of Bank of America shares insights from Jensen Huang and Lisa Su on the state of semiconductors and the demand picture. We also hear from Check Point CEO Nadav Zafrir on earnings and Nvidia partnership news. Starbucks’ struggles with Jacob Aiken-Phillips of Melius Research.

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