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Finding Small Cap AI Winners & Tariffs Reaction

Finding Small Cap AI Winners & Tariffs Reaction

Schwab Network · Schwab Network

February 20, 20266m 58s

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Show Notes

Justin Bergner opines on the Supreme Court ruling on tariffs and stimulus expectations from the One Big Beautiful Bill. He shares small cap AI winners, looking at the other side of AI capex as the market moves into defensive and cyclical sectors. One of his favorites is Belden (BDC), which works in industrial automation.


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