Fundstrat's Newton: Nvidia and Global Liquidity Moves Have Reset the Market Setup

Fundstrat's Mark Newton said Nvidia's ($NVDA) recent announcement was a "game changer" for the AI trade and technology sector, while Treasury Secretary Scott Bessent's global liquidity move and doubled buyback program helped lift crypto, gold, silver, and risk assets more broadly.
Newton said he remains bullish on technology but also sees opportunity in healthcare, materials, energy, and commodities.