Clear Harbor CEO Aaron Kennon joins Bloomberg Radio to share perspectives on corporate earnings, semiconductor leadership, bond yields, and Alphabet's upcoming results.
Clear Harbor CEO Aaron Kennon joined Bloomberg Radio to discuss the outlook for earnings season, the strength of the U.S. economy, and the factors shaping today's investment landscape. Aaron shared perspectives on corporate earnings expectations, recent shifts in semiconductor leadership, opportunities emerging in fixed income as yields remain elevated, and what investors will be watching in Alphabet's earnings report as the AI investment cycle continues to evolve.