Markets (^GSPC, ^IXIC, ^DJI) are pushing higher as investors eye artificial intelligence (AI)–linked capital expenditures (CapEx) and productivity gains. Horizon chief investment officer Scott Ladner and Barron’s associate editor Al Root join Market Domination host Josh Lipton to lay out current market risks, how equal-weight tech could capture the next leg of the AI trade, and the effects of CapEx spend. To watch more expert insights and analysis on the latest market action, check out more Market Domination.