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Morning Call Sheet: AI spending and resilient growth lift markets

By CNBC Television May 19, 2026 Bullish
Morning Call Sheet: AI spending and resilient growth lift markets
Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, Warren Pies, Cofounder and Strategist at 3Fourteen Research, and Ryan Detrick, Chief Market Strategist at Carson Group, say AI spending and resilient growth continue supporting markets despite higher yields and energy prices
Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, Warren Pies, Cofounder and Strategist at 3Fourteen Research, and Ryan Detrick, Chief Market Strategist at Carson Group, say AI spending and resilient growth continue supporting markets despite higher yields and energy prices