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Tiffany McGhee
Pivotal Advisors (CEO and CIO)
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Tiffany McGhee (Pivotal Advisors) tells Bloomberg she remains very constructive on AI now and for the future, even as the story shifts from spending excitement to scrutiny of returns.
we're certainly just to be clear, certainly very constructive on on AI and not just now, but for the future.
Nasdaq since this was said: ▼ -0.3% · 26,588 → 26,507 · as of 2026-09-04
Tiffany McGhee (Pivotal Advisors) tells Bloomberg she does not think AI is a bubble; it is the next wave like the internet.
I know that there's some people that think that this is a bubble. I don't think so
S&P 500 since this was said: ▼ -0.4% · 7,748 → 7,719 · as of 2026-09-04
NeutralThe Fed
leaning · 2026-08-12
Tiffany McGhee (Pivotal Advisors) tells Bloomberg that benign core CPI combined with last week's weak jobs report takes a lot of pressure off the Fed, consistent with no September hike.
combined with last week's job report really does take a lot of pressure off the Fed, I believe.
Tiffany McGhee (Pivotal Advisors) tells Bloomberg that strong corporate earnings leave US equities in a good place, despite inflation and the Middle East as potential sources of volatility.
overall, you know, corporate earnings are really high. You know, that's really supporting equity growth. So we're in a good place right now.
S&P 500 since this was said: ▼ -0.4% · 7,748 → 7,719 · as of 2026-09-04
Tiffany McGhee (Pivotal Advisors) tells Bloomberg the S&P 500 still has more upside momentum and opportunities into September, while urging disciplined rebalancing of run-up names.
I definitely think that there's still some more momentum to gain. So I think that there's still opportunities.
S&P 500 since this was said: ▼ -0.4% · 7,748 → 7,719 · as of 2026-09-04
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