Jay Woods, Chief Global Strategist at Freedom Capital Markets, joins Remy Blaire at the New York Stock Exchange to discuss the historic milestone achieved by NVIDIA, becoming the first company to reach a $4 trillion market value.
Jay highlights the positive momentum in sectors like semiconductors, technology, and financials, especially as we approach earnings season. He emphasizes the importance of upcoming earnings reports from major financial institutions and the potential implications of tariff concerns on the market. Despite some uncertainty, Jay believes that consumer spending remains strong, which could alleviate fears of runaway inflation.