We are in the final stretch of the first half… so is it time for more offense in your portfolio? Requisite Capital’s Bryn Talkington gives her forecast. Plus, Inflection AI secured $1.3 billion in a new round of funding led by Microsoft and brand new investor Nvidia. The company’s CEO and co-founder Mustafa Suleyman breaks down the latest. And, Schwab’s Omar Aguilar is breaking out his second half playbook. He explains where he sees opportunity in the market right now. 

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