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 Time For a Value Meal?

Bill Baruch explains he is not yet excited about #MCD but explains two other names that have executed very well. 

The Must-Own Sector

If you do not have enough exposure to industrials, you may find yourself underperforming. Here is how and why Blue Line Capital is playing it. 

Meta Meltdown: Analyzing AI Investment Trends with Bill Baruch

Bill Baruch, President and CIO of Blue Line Capital and part of the CNBC Investment Committee discusses the recent revenue guidance and increased AI investment of tech giants, emphasizing the necessity of ongoing spending in the AI arms race for companies like Meta amidst market concerns.