According to @CNBC, on Oct 7, 2025, Wells Fargo Chief Equity Strategist Ohsung Kwon said he is not excited about anything outside of AI heading into earnings, making AI the key trade to monitor for equity positioning. According to @CNBC, the statement frames the earnings-season playbook around AI as the primary catalyst, while other sectors were not highlighted for near-term excitement by Wells Fargo’s equity strategy team. According to @CNBC, the coverage did not reference cryptocurrencies, providing no direct crypto market signal from this view.