AI Bubble Warnings, Jack Ablin’s Strong Cash Flow Stock Picks
Schwab Network · Schwab Network
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Show Notes
Jack Ablin is concerned about the cross-investment and ownership within the tech sector and lists other signs of a potential AI bubble. He notes a study finding a lack of return on AI spend, but he thinks there are industries that will “transform” with the power of AI. He shares some stock picks, including Blackrock (BLK), Abbott (ABT), and Deere (DE), anticipating their dividends to increase “well in excess of inflation.”
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