Rockefeller Capital Management
07/23/2026 | Press release | Distributed by Public on 07/23/2026 08:09
Jimmy Chang Joins CNBC’s Closing Bell: Overtime to Discuss Earnings Season, AI Capex and Potential Market Rotation
Jimmy Chang Joins CNBC's Closing Bell: Overtime to Discuss Earnings Season, AI Capex and Potential Market Rotation
Jimmy Chang, CIO of Rockefeller Global Family Office, recently joined CNBC's Closing Bell: Overtime to discuss earnings season, AI investments, and the potential for rotation within the technology sector. With strong earnings already priced in, he noted that investors are now focused on what companies say about AI spending, making upcoming guidance from large technology companies a key catalyst.
Chang described the recent pullback in semiconductor and memory stocks as a normal mid-cycle correction. Looking further out, he questioned whether AI and cloud services could become more commoditized over time, while noting that several mega-cap tech names look attractively valued after underperforming this year.
Rockefeller Capital Management published this content on July 23, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on July 23, 2026 at 14:09 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]