SOTS 2nd Hour: AMD CEO Talks AI, Financials To Bank On, & Cantor's Equity Drawdown Warning 1/6/26
Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with some reasons to be optimistic about markets and growth into 2026 - before breaking down the bear case with Cantor Fitzgerald's Chief Equity Strategist who's warning of a drawdown ahead. Plus: what comes next in Venezuela as the President says the U.S. could reimburse energy companies to rebuild there... with one expert who says that's no easy task - and UBS's top picks within the financials as the group kicks off 2026 with a big rally to fresh all-time highs.
Also in focus: the state of the AI race and how demand is holding…
The skinny
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