Schwab Network | Mag 7 Valuations Still Attractive; Watching for AI-Related Guidance

Summary

Head of Research and Quantitative Strategies Mike Dickson shared his perspective on a strong start to the earnings season, highlighting upbeat results, rising AI CapEx, contrarian opportunities in healthcare and small caps, and attractive valuations in select mega-cap tech stocks amid easing geopolitical tensions.

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

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