Innovation in AI Tech and the Aging Theme Lead to Opportunity, but Investor Caution Advised

CNBC is holding an event with a fund manager who sees opportunity in companies catering to aging populations.
Advancements in artificial intelligence and virtual reality are impacting major tech companies like Apple, Meta, and Nvidia.
Although optimism is rising in some sectors like cruises, investors should be wary of risks to regional banks and health care.
After a record run, Tesla's stock surge may slow, though analysts continue to see upside for the shares.
The Federal Reserve's actions on interest rates could significantly influence the market's future path.