Julie Biel advises focusing on quality in small and mid-caps. She views the new Fed chair's 'austerity of words' as positive. She is enthusiastic about AI long-term but notes the shorter depreciation cycle of AI capex creates pressure for near-term returns. She sees US/non-US valuations more balanced now and recommends a globally diversified portfolio.

Ed Yardeni reaffirms his 'Roaring 20s' thesis, predicting S&P 500 at 8,250 by end of year and 10,000 by end of decade. He attributes market resilience to strong earnings, a resilient economy, baby boomer spending, and AI capex. He prefers a 'melt-up' based on earnings momentum (FEMO) over valuation multiples (FOMO).

Anastasia Amoroso advises staying invested, citing strong economic activity, consumer momentum, and accelerating capex in the US. She sees AI opportunity beyond Nvidia in infrastructure, memory chips, and agentic AI. She favors US over Europe due to better economic backdrop and is selectively positive on emerging markets enabling the AI tech trade.

NY Comptroller DiNapoli discusses the state pension fund's conservative 5.9% return assumption and diversified strategy (passive equities, alternatives). He highlights $13-14 billion in healthcare cuts from Washington impacting NY, and addresses out-migration, noting affordability for middle/lower income is a bigger issue than tax policy for the wealthy.