Citigroup strategists have upgraded U.S. Equities and Tech sector from 'Underweight' to 'Neutral' due to advances in AI. It suggests that AI stocks will continue to be strong due to the Federal Reserve's monetary policy rate-hiking cycle and debt-ceiling deal. Nvidia's stock, which skyrocketed, could now become a trillion-dollar company.
Explore the evolution of tech policy from Obama's optimism to Harris's vision at the Democratic National Convention. What's next for Democrats in tech?