Schwab Network: From NVDA to Utilities—Where the AI Trade Is Heading

Summary

Head of Research and Quantitative Strategies Mike Dickson spoke with Schwab Network about how strong earnings and the broadening of AI-driven market leadership beyond the Magnificent Seven into semiconductors, telecom, utilities, and select software names are creating a healthier, more diversified rally that rewards companies effectively integrating AI into their business models.

 

Not investment advice; mentions of specific securities or sectors are illustrative in nature.

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