David Bianco, CIO Americas at DWS, views the Middle East conflict as inflationary and expensive, but sees tech as resilient due to focus on return on capital rather than cost of capital. He is moderately overweight tech and communications, skeptical of a quick resolution in the Middle East, and cautious on bond substitutes like staples and REITs.

Ian King, Bloomberg semiconductor reporter, explains Nvidia's new RTX Spark super chip for PCs, which uses ARM architecture to challenge Intel's dominance. The move aims to make AI pervasive in consumer devices, though the practical use cases for AI PCs are still emerging. ARM benefits from royalty revenue, while Intel faces competitive pressure but could gain as a foundry partner.

Andrew Groves, chairman of Copper Intelligence, highlights a structural copper supply deficit due to underinvestment in mining and declining grades in South America. Demand from hyperscale data centers is rising. He is bullish on the DRC for its high-grade copper deposits (2-6% vs. 0.7-0.8% in Chile) and expects copper prices to reach $15,000/ton, above Goldman's $13,735 forecast.