Citi Wealth’s Olaolu Aganga breaks down the market setup and where investors should look as AI continues to drive leadership. Our Kate Rooney reports on Anthropic’s new “safer” AI model and the intensifying U.S.-China battle over artificial intelligence. Zelman’s Alan Ratner discusses housing and KB Home earnings as investors also assess the latest from Lennar and Berkshire. UBS Global Head of Capital Markets Origination Gareth McCartney weighs the outlook for tech and capital markets as the AI investment boom continues.