Tom Plumb says the AI trade remains intact despite recent weakness, with AMD Inc. (AMD) and Nvidia (NVDA) offering opportunities after their pullbacks. He also discusses the long-term AI infrastructure buildout, higher-for-longer rates and pressure on consumers, while highlighting VSE (VSEC) and AAR (AIR) as aerospace and defense plays.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
Podden och tillhörande omslagsbild på den här sidan tillhör
Schwab Network. Innehållet i podden är skapat av Schwab Network och inte av,
eller tillsammans med, Poddtoppen.
