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Tail risks and equities are rising in tandem, says Clockwise's James Cakmak on tech trade in 2026
4:56
YouTubeCNBC Television
Tail risks and equities are rising in tandem, says Clockwise's James Cakmak on tech trade in 2026
James Cakmak, Clockwise Capital, joins 'The Exchange' to talk his approach to tech trades in 2026 and why is is overweight Apple, Micron, and Broadcom.
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Broadcom Slides as AI Backlog, Margins Scrutinized
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