BofA's Savita Subramanian on why we are heading into a 'tricky' part of the year

Savita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk on the Street' to discuss what has changed in the strategist's thoughts on the S&P 500, estimates for AI capital expenditures, and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g

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