Tech bounced back on Monday, but the whispers on Wall Street are getting louder: when will the billions poured into AI actually turn a profit? Vasu Menon, Managing Director, Investment Strategy at OCBC Bank unpacks the market's shifting mood. He discusses why investors are suddenly hiding out in "boring" sectors like healthcare, whether 5% Treasury yields are finally too good to ignore, and how political gridlock in Washington might impact the markets.

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