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Philip Palumbo joins CNBC to discuss why the next phase of the AI cycle may benefit companies beyond the largest technology leaders. The conversation explores AI’s impact on productivity and margins, the outlook for interest rates, and how Palumbo Wealth Management is positioning portfolios for 2026. Additional insights include second-derivative AI opportunities and the importance of diversification in an uncertain market environment. Schedule a strategy session → https://palumbowm.com/contact-us/ _________________________________________ Philip G. Palumbo is CEO and Chief Investment Officer and the Founder of Palumbo Wealth Management. He served as Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm. Over the past 20 years, Philip has held senior roles with several major financial institutions and he has successfully assisted families and individuals navigate some of the most challenging market environments in recent history. The leadership Philip provided for his clients during these difficult markets has helped them achieve their most important financial goals as they prepare for retirement. SUBSCRIBE TO PHILIP PALUMBO: / @makeworkoptional LIKE PALUMBO WEALTH MANAGEMENT ON FACEBOOK: / palumbowm CONNECT WITH PHILIP PALUMBO ON LINKEDIN: / philip-g-palumbo-0919862a FOLLOW PHILIP PALUMBO ON INSTAGRAM: / pwm_palumbo FOLLOW PHILIP PALUMBO ON TWITTER: / pgpalumbo