SlateStone Wealth’s Erin Gibbs joined Bloomberg’s The Close to discuss why NVIDIA’s earnings carry far greater market influence than upcoming retail results and how recent shifts in debt usage, capital allocation and valuation expectations are prompting a healthy reevaluation of the AI trade. She also highlighted the strength of the U.S. consumer heading into 2026, noting that significantly larger tax refunds could drive a meaningful uptick in discretionary spending.
Watch the full segment here.