AI's Impact on Jobs: WMT, MSFT, NVDA, and TGT Poised to Thrive
Schwab Network · Schwab Network
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Show Notes
Walmart (WMT) CEO's recent comments on AI's impact on jobs have investors and workers on high alert. Dan Geltrude believes AI will change the labor market landscape, with high-touch human jobs like bakers, drivers, and delivery workers being less at risk of automation. Geltrude thinks Walmart, Microsoft (MSFT), and Nvidia (NVDA) are well-positioned to adapt and thrive in an AI-driven economy, making them attractive long-term holds or buys. He also likes Target (TGT) in the retail space for its own AI investments.
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