AI CapEx, Valuation Concerns, and Market Sensitivity

In lieu of data from the Bureau of Labor Statistics, Liz Ann Sonders and Kathy Jones discuss the latest jobs report from ADP. Liz Ann addresses some recent yips in the equity market related to earnings season, and Kathy speculates on what the latest economic data means for the Fed. They also analyze the shift towards sustainable investments and away from "zombie" companies, reflecting market churn and rotation.

On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. 

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