#mag7 #sp500 #volatility - Mag 7 "In Back of the Bus:" Jeff Mortimer on "Power of Diversification" in Stocks: Schwab Network

30 August 2026

"What we're seeing in 2026, finally, is the power of diversification," says Jeff Mortimer as investors rotate out of Big Tech and Mag 7 takes its spot "in the back of the bus." He discusses ways investors are emphasizing value over growth stocks after the AI trade rattled many due to hyperscaler CapEx growing among other factors.

Segment originally aired Wednesday, August 26, 2026.

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#mag7 #ai #earnings - Mag 7 Still Dominates: Ways MSFT, GOOGL, AMZN & AAPL Will Add Momentum: Schwab Network

16 May 2026

Gabriel Shahin breaks down why mega caps look strong into Nvidia's (NVDA) earnings by pointing to booming AI demand, energy needs, and massive profits from Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). Tesla (TSLA) is one Mag 7 name that gives him a pause.

When it comes to Apple (AAPL), Gabriel sees the company's cautious AI strategy as a long-term tailwind. Segement originally aired Friday, May 15, 2026.

#ai #trading #mag7 - AI Trade Positioning: What's the Next Move: Schwab Network

3 May 2026

Nitin Sacheti examines the AI trade saying there are tangential segments of the global economy that will benefit from continued expansion.

Nitin highlights the energy stocks as a group to watch as the demand for fueling AI data centers will come with a demand for more energy. He adds that some of the recent AI trade run-up can be pointed to Anthropic's Claude, with Mag 7 names like Alphabet (GOOGL) looking to keep up. Segment originally aired Thursday, April 30, 2026.

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