Noel Dixon of State Street highlights the continued upside potential in tech stocks, suggesting there is still room for increased exposure and near-term momentum that could lead to further gains. The conversation also previews upcoming insights from Dan Ives of Yorkville Ives & Co, who will address investor concerns related to SpaceX's aggressive spending plans, and Ashok Bhatia of Neuberger, who will discuss why markets may be underestimating the pace of disinflation. Overall, the segment under
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