#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.

#ai #trading #mag7 #google #amazon #microsoft #metaplatforms #energy #fuel #gasoline #oil #iran #middleeast #usa #data #datacenter #tech #technology #aitechnology #investing #markets #schwabnetwork

#IraWar #usa #israel #trading - It Looks Very Bleak for Stock Markets: 3-Minutes MLIV: Bloomberg

13 March 2026

Lizzy Burden, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

#usa investing #trading #markets - Brusuelas: "What a Time to Be Alive" in the Markets: Schwab Network

20 February 2026

RSM's Joe Brusuelas joins Morning Movers with his perspective on the macroeconomic trends developing in the U.S. ahead of two key economic data prints: GDP and PCE. He breaks down the significance of 2025's government shutdown and how it could affect the 4Q GDP figures. Later, Joe reveals how AI capex spending will show up on some parts of the economic data but he suggests investors dig deeper into the various layers below the top-line numbers.