U.S. equities pushed higher ahead of Nvidia earnings, as investors reassess AI valuations and hyperscalers’ capex race. Todd Rabold, Investment Management Partner, Callan Family Office discusses the latest relatively weak US Q4 GDP print, tariff uncertainty, and what a steady Federal Reserve means for rate cuts this year. He also looks at the real opportunities may lie beyond mega-cap tech, from energy infrastructure to small caps and emerging markets.

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