A string of recent economic data has encouraged investors, argues Ted Thatcher, pushing markets towards new all-time highs. He thinks this has cut through a lot of the volatility and geopolitical uncertainty. He makes a bullish case for Nvidia (NVDA) and Alphabet (GOOGL), calling the latter a “value buy” vs the rest of the Mag 7. On the other hand, he thinks Apple (AAPL) has “lost its way” – he’s especially tough on Siri capabilities vs AI rivals.

======== 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

The Bullish Case for NVDA, GOOGL & the Bear Case for AAPL