Middle East Tensions, Tech's Year-to-Date Rally, and the State of Telecommunications 12/04/23

Tensions across the Middle East continue to rise after a U.S. destroyer and three commercial ships in the Red Sea came under fire this weekend. RBC Capital Markets' Helima Croft discusses. Plus, following a stellar year of gains for tech, can the sector rally into 2024? Wedbush's Dan Ives weighs in. And, the telecom industry is just one beneficiary of the AI boom. Calix CEO Michael Weening explains.