← Back to PeopleInvestorSonu VargheseChief Macro Strategist at Carson GroupLinkedIn@sonusvargheseSonu Varghese is a Chief Macro Strategist at Carson Group.1Mentions1Articles1OutletsCompanies CoveredCarson Group1Defiance Large Cap ex-Mag 7 ETF1Hennion & Walsh1Micron1Roundhill Magnificent Seven ETF1SK Hynix1T. Rowe Price1ArticlesMost recent firstMentioned InReferenced in coverageWall Street weighs the next catalyst for the AI trade as the market grows more discerningYahoo FinancecautiousJul 13, 2026“Noted that one company's AI spending becomes another's revenue and profits.”