Recent dovish comments from some Fed members tells @CharlesSchwab's Kevin Gordon that the Fed is becoming more aware of market attentiveness to forward guidance on interest rates. While the housing market remains frozen as mortgage rates stay above 7%, Kevin points to signs of strength he believes won't influence the Fed's hawkish tilt. Nathan Peterson discusses how AI volatility has forced investors' hands in finding the "safest" stocks in the trade. CapEx from Alphabet (GOOGL), Amazon (AMZN), and Microsoft (MSFT) earnings will be the most important metric he's watching next week. Nate also explains how this affects neocloud stocks like CoreWeave (CRWV) and Nebius (NBIS).
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