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Block (XYZ) leaning more into AI is having a positive impact on earnings, as Diane King Hall points to the metric giving the company an edge in Wednesday's early trading action. A slide in comp. sales led to a miss on revenue, though the stock gained in the minutes after the opening bell. Diane the…
David Wagner discusses the post-midterm market rally, the outlook for data center and AI spending, and why strong earnings could support further gains. He highlights Copart (CPRT), Amphenol (APH) and Amazon (AMZN), calling Amphenol a must-own data center play and Amazon one of his favorite Mag 7 st…
Bob Doll discusses the market’s post-midterm rally and why political gridlock could support stocks, even as he expects volatile, sideways trading in the near term. He sees strength in alternative energy and health care, while watching weakness in defense and risks surrounding technology, AI and dat…
Doug Cohen discusses the market’s post-election rally and why he expects the S&P 500 (SPX) to remain resilient through year-end. He sees opportunities as the rally broadens beyond tech into industrials, health care and financials, while favoring equal-weight exposure to reduce concentration ris…
Charles Schwab's Liz Ann Sonders believes a decisive outcome in the midterm elections opened the door to a market rally Wednesday as a chapter of macro uncertainty closes. She weighs the possibility for a year-end rally and continues to emphasize the importance of diversification as investors diges…
Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Schwab Network, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.