Schwab Network

"CapEx Inflection Point" in Focus for "Vital" Market Day


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Kevin Hincks turns to what he considers a "vital" trading session for Friday. Amazon (AMZN) and Alphabet's (GOOGL) massive CapEx projection for 2026 spooked investors and accelerated an already intense week of selling. Kevin's advice: watch the price action throughout Friday, as a rebound can signal a resurgence in the AI trade. Bitcoin and gold also set the foundation for gains ahead of the opening bell.


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