“Even I, at times this year, have been skeptical” of market strength, says David Nelson, but admits that markets keep heading higher and seem strong. It’s not just the U.S., too – international equities are also hitting all time highs. He doesn’t believe AI is in a bubble and says that growth solves a lot of things. “Until I see some evidence that the demand isn’t there,” he expects the sector to keep running higher. His picks include Microsoft (MSFT), First Solar (FSLR), Honeywell (HON), and the UTES ETF.

======== 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-...

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...

Watch on Sling - https://watch.sling.com/1/asset/19192...

Watch on Vizio - https://www.vizio.com/en/watchfreeplu...

Watch on DistroTV - https://www.distro.tv/live/schwab-net...

Follow us on X – / schwabnetwork

Follow us on Facebook – / schwabnetwork

Follow us on LinkedIn - / schwab-network

About Schwab Network - https://schwabnetwork.com/about