
Market Volatility to Persist: Skepticism on A.I., Opportunities in CRWD & EQIX
Schwab Network · Schwab Network
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Show Notes
Peter Andersen believes the market's recent volatility is here to stay, driven by trade tariffs and the A.I. revolution. He is skeptical about the A.I. hype, citing its massive energy demands and limited ability to replicate human intelligence. Instead, he suggests investors focus on more tangible opportunities like cybersecurity, such as CrowdStrike (CRWD), and data storage, like Equinix (EQIX).
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