Smothers' 2026 Watchlist: A.I. Monetization, AMZN, AAPL & NVDA
Schwab Network · Schwab Network
Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Dale Smothers believes the markets are correcting to the upside after "overreactions" against the A.I. CapEx story and FOMC uncertainties. That said, he believes markets won't see as stellar of gains in 2026 compared to 2025. However, Dale pounds the table on the A.I. trade as long as use cases develop. He sees Amazon (AMZN) and Apple (AAPL) rallying strong in the coming year after serving as Mag 7 laggards in 2025. He adds that Nvidia (NVDA) will continue to dominate due to its GPU business.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about