Tejas Dessai, Director of Research at Global X ETF's, sees AI infrastructure spending as a long-term trend, arguing that companies like Alphabet must invest to meet strong demand. Phillip Streible, Chief Market Strategist at Blue Line Futures, discusses the impact of a strong dollar on multinational earnings, highlighting risks for companies like Nvidia and Amazon. For access to live and exclusive video from CNBC subscribe to CNBC PRO: » Subscribe to CNBC TV:
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