Markets continue to lean on technology as investors weigh strong earnings against rising geopolitical and macro risks. Dan Niles, Founder and Portfolio Manager of Niles Investment Management, explains why he remains bullish but sees reason to get more selective as stocks climb. Dennis Unkovic, author of The Fragility of China, assesses the state of China's economy, weakening consumer demand and Beijing's push to make technology a key engine of growth. Joe Amato, President and CIO of Neuberger Berman, looks beneath a powerful earnings season and explains why he believes the AI capital spending cycle is spreading through the broader economy.