GLW, NEM, RTX: Sector Leaders Outside A.I. & NVDA
Schwab Network · Schwab Network
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Show Notes
Market breadth continues to expand, and Larry Tentarelli urges investors to look beyond Big Tech to discover new leaders in the latest sector rotation. He points to Corning (GLW) breaking out due to its $2.5 billion Apple (AAPL) contract to develop glass for iPhone and related products. Larry notes Newmont (NEM) as a miner benefitting from gold's run at all-time highs in recent months. He labels RTX Corp. (RTX) as "one of my favorite stocks" in a sticky defense industry.
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