On Varney & Co., SlateStone Wealth’s Chief Market Strategist, Kenny Polcari, discussed the resilience of the current rally, noting that sidelined cash is being forced back into markets as pullbacks fail to materialize. He pointed to upcoming earnings as the next test and highlighted Caterpillar as an unexpected AI beneficiary through its role in powering data centers and supplying critical mining equipment.
Watch the full segment here.