John Stoltzfus, Oppenheimer Chief Investment Strategist, says 'insidious' inflation will likely push the Fed's interest rate cuts to the second half of the year. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says AI stocks are backed by actual cashflow and not 'running on a promise.' Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says this week's inflation and retail sales data 'hints of the specter of stagflation.'