Dr. JoAnne Feeney, Portfolio Manager at Advisors Capital Management, joined CNBC to discuss rising long-term interest rates, the potential economic impact of artificial intelligence, and the outlook for Nvidia ahead of earnings. Dr. Feeney explains why strong economic growth may help contain concerns around government debt, how AI adoption could reshape the labor market, and why the semiconductor opportunity may extend beyond hyperscalers into enterprise and sovereign demand.
Interview Date: May 19, 2026
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