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Mag 7 Valuations Still Attractive; Watching for AI-Related Guidance

Mag 7 Valuations Still Attractive; Watching for AI-Related Guidance

Schwab Network · Schwab Network

October 21, 20257m 5s

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Show Notes

Mike Dickson is watching for AI-related guidance this earnings season, particularly in energy and industrials as market enthusiasm moves that way. He also outlines some contrarian plays on the healthcare side. He thinks the Mag 7 has attractive valuation levels because they are “still able to deliver.”


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