Charles’ Take: AI Wins, Software Recovers, and Cava Rules the Menu

Charles Payne is joined by Hilary Kramer, Portfolio Manager at Greentech Research, to discuss how recent software market weakness validates the ongoing AI boom, share expectations for Google's earnings, and highlight investment opportunities in E-commerce leader Shopify, fast-casual restaurant chain CAVA, and early-stage oncology biotech Pyxis Oncology (PYXS). 

Learn more about your ad choices. Visit podcastchoices.com/adchoices