Tech earnings have been a mixed bag this season, but does that signal opportunity? CEO Shana Sissel, CAIA joined Katie Greifeld and Vonnie Quinn on Bloomberg News TV to discuss the current market landscape, why AI spending concerns are weighing on valuations, and where investors might find compelling entry points. Shana also shared her take on Nvidia and the evolving DeepSeek debate, and why Nike's brand resurgence makes it one to watch. “The stock is beaten up, and I’m not saying that it rebounds tomorrow, but I think the new CEO is making the right decisions and the right steps to bring Nike back to being cool again.”