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MU, DELL & Other Massive AI Earnings Slow Inflation Concerns
"It's difficult to tell what the motivations are" in a U.S.-Iran peace deal, says Thomas Martin, who believes a that deal and a reopening of the Strait of Hormuz will gradually ease inflation concerns. However, he says it needs to happen "sooner rather than later." Thomas then turns to blockbuster earnings like Dell Technologies (DELL) and Micron (MU) that served as buoys to geopolitical uncertainty. He urges investors to follow the CapEx spend to find unsung beneficiaries in the AI trade.
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By Schwab Network"It's difficult to tell what the motivations are" in a U.S.-Iran peace deal, says Thomas Martin, who believes a that deal and a reopening of the Strait of Hormuz will gradually ease inflation concerns. However, he says it needs to happen "sooner rather than later." Thomas then turns to blockbuster earnings like Dell Technologies (DELL) and Micron (MU) that served as buoys to geopolitical uncertainty. He urges investors to follow the CapEx spend to find unsung beneficiaries in the AI trade.
======== 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