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AMZN, MSFT, GOOGL Earnings vs. Treasury Signals & Defensive Plays

AMZN, MSFT, GOOGL Earnings vs. Treasury Signals & Defensive Plays

Schwab Network · Schwab Network

November 5, 20258m 40s

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Show Notes

Justin Bergner discusses why the market may be range-bound into year-end, despite strong earnings from tech giants like Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL). Bergner points to countervailing forces, including AIAX exposure and negative signals from the treasury market, and highlights names like Toyota Motor (TM) and Arcosa (ACA) as potential defensive plays.


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