Mag 7 Earnings Next Week: MSFT & META Enterprise Plays, "Trepidatious" on AAPL
Schwab Network · Schwab Network
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Show Notes
Rob Swanke says P/E ratios across the tech sector have fallen to 24x from 30x. With more Mag 7 earnings coming up, he urges investors to turn to enterprise-focused names as opposed to consumer discretionary. Greg Martin agrees and points to Microsoft (MSFT) and Meta Platforms (META) as two companies on his radar. He warns against Apple (AAPL) due to its China ties amid tariff volatility.
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