Shvets: This Earnings Season ‘Best in Decades’; Years from AI Bubble Pop
Schwab Network · Schwab Network
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Show Notes
Viktor Shvets says this earnings season is the “best in decades” in terms of growth. However, he thinks the market is becoming “a little bit nervous,” particularly around AI bubble worries. He argues that massive tech changes require bubbles, and thinks we’re a few years away from a potential pop. He discusses the disparity between consumer-focused companies and business-focused companies, noting problems in “lower end consumption” as consumer wallets are pinched.
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