Just how much trouble is Google’s generative AI effort in? Has it lost too much ground to Microsoft and others? Our all-star panel of CNBC’s Deirdre Bosa, Big Technology’s Alex Kantrowitz and Solus’ Dan Greenhaus break down their forecasts for the space. Plus, top bank analyst Mike Mayo explains how he is navigating the sector as financials hit a two year high. And, Strategas’ Chris Verrone is flagging a changing of the guard in the market right now. He explains why he sees more opportunity in health care over the likes of tech. 

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