David Laut joins The Claman Countdown to discuss why he expects the S&P 500 to hit 7,300 by the end of 2026, even with a non-linear path ahead. He breaks down the shift from “growthier” tech areas into economically sensitive sectors like financials, industrials, and energy. David also explores how geopolitical shifts and corporate tax cuts are creating unique opportunities in defense and infrastructure as the AI trade matures.
