Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for BlackRock answers the questions on investors minds in this snippet from an AMA edition of The Bid. Key Insights: • Earnings season check-in: Big tech is still leading, but other companies are finally joining in with stronger results. That’s helping the market feel a little more balanced. • AI spending boom: Companies are pouring money into data centers and infrastructure to keep up with AI demand—funded by healthy cash flows and long-term plans. In the full episode Gargi fields listener questions on rate cuts, market breadth, ETF flows, and how AI adoption could influence equity leadership over time. Gargi brings a cross-asset lens to what’s driving global growth and volatility. Fresh off a busy earnings season and recent policy moves, she shares what she’s hearing most from investors and how she thinks about portfolio positioning in the present market environment. 🎧Check out the full episode on Spotify: https:...