Media Summary: Jed Ellerbroek says it "feels kind of strange being optimistic" heading into Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see Futurum's Dan O'Brien joins Morning Movers to discuss

Andersen On Schwab What Is Your Business Plan Watch For A I Capex Sentiment Shift - Detailed Analysis & Overview

Jed Ellerbroek says it "feels kind of strange being optimistic" heading into Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see Futurum's Dan O'Brien joins Morning Movers to discuss David Waddell says investors recently experienced an "air pocket" in Jack Janasiewicz jumps on Morning Movers in Frances Stacy says she remains "constructive" on Palantir (PLTR).

Meta Platforms (META) sold off more than 10% after earnings with investors and analysts alike sharing concerns for

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Andersen on Schwab: 'What is Your Business Plan?' Watch for A.I. CapEx Sentiment Shift
"What it Your Business Plan?" Watch for A.I. CapEx Sentiment Shift
Schwab TV: Peter Andersen Changed AI Tone, Using AI Market Analyst
Sentiment Shifts on AI Capex Spend
Andersen on Schwab TV: AI, Interest Rates & Cybersecurity Stocks: What Investors Need to Know
"Astonishing" A.I. Capex Adding 0.5%-1% to GDP, U.S. "Better Positioned" to Win vs China
Andersen on Schwab: NVDA Showing Cracks, AI Expectations Still a ‘Fantasy’
Ellerbroek: Feels "Strange" Being Optimistic, AI CapEx Story Key in 2026
Peter Andersen on Schwab Network  Skepticism on A.I.
Schwab Network: Has AI Already Peaked? Peter Andersen Thinks So
Asking "Spooky" Questions About A.I. Capex; Smothers’ Mag 7 Picks
Why AI Capex Benefits NVDA & What Lower Mortgage Rates Mean
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Andersen on Schwab: 'What is Your Business Plan?' Watch for A.I. CapEx Sentiment Shift

Andersen on Schwab: 'What is Your Business Plan?' Watch for A.I. CapEx Sentiment Shift

This video does not constitute advice or

"What it Your Business Plan?" Watch for A.I. CapEx Sentiment Shift

"What it Your Business Plan?" Watch for A.I. CapEx Sentiment Shift

Peter

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Schwab TV: Peter Andersen Changed AI Tone, Using AI Market Analyst

Schwab TV: Peter Andersen Changed AI Tone, Using AI Market Analyst

This video does not constitute advice or

Sentiment Shifts on AI Capex Spend

Sentiment Shifts on AI Capex Spend

There is

Andersen on Schwab TV: AI, Interest Rates & Cybersecurity Stocks: What Investors Need to Know

Andersen on Schwab TV: AI, Interest Rates & Cybersecurity Stocks: What Investors Need to Know

This video does not constitute advice or

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"Astonishing" A.I. Capex Adding 0.5%-1% to GDP, U.S. "Better Positioned" to Win vs China

"Astonishing" A.I. Capex Adding 0.5%-1% to GDP, U.S. "Better Positioned" to Win vs China

John Allen thinks people are missing

Andersen on Schwab: NVDA Showing Cracks, AI Expectations Still a ‘Fantasy’

Andersen on Schwab: NVDA Showing Cracks, AI Expectations Still a ‘Fantasy’

This video does not constitute advice or

Ellerbroek: Feels "Strange" Being Optimistic, AI CapEx Story Key in 2026

Ellerbroek: Feels "Strange" Being Optimistic, AI CapEx Story Key in 2026

Jed Ellerbroek says it "feels kind of strange being optimistic" heading into

Peter Andersen on Schwab Network  Skepticism on A.I.

Peter Andersen on Schwab Network Skepticism on A.I.

This video does not constitute advice or

Schwab Network: Has AI Already Peaked? Peter Andersen Thinks So

Schwab Network: Has AI Already Peaked? Peter Andersen Thinks So

This video does not constitute advice or

Asking "Spooky" Questions About A.I. Capex; Smothers’ Mag 7 Picks

Asking "Spooky" Questions About A.I. Capex; Smothers’ Mag 7 Picks

Dale Smothers believes

Why AI Capex Benefits NVDA & What Lower Mortgage Rates Mean

Why AI Capex Benefits NVDA & What Lower Mortgage Rates Mean

Kevin Hincks opens

Detrick: "Inflationary Growth" Market Bullish, AI Passing Baton to Cyclicals

Detrick: "Inflationary Growth" Market Bullish, AI Passing Baton to Cyclicals

Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see

CRWV Earnings Preview & A.I. CapEx Outlook

CRWV Earnings Preview & A.I. CapEx Outlook

Futurum's Dan O'Brien joins Morning Movers to discuss

A.I. Bubble "Inflating," "Not Popping:" Tech-Tied Stocks to Watch in CapEx Cycle

A.I. Bubble "Inflating," "Not Popping:" Tech-Tied Stocks to Watch in CapEx Cycle

David Waddell says investors recently experienced an "air pocket" in

Balancing AI Capex Spend with Higher Energy Costs

Balancing AI Capex Spend with Higher Energy Costs

Jack Janasiewicz jumps on Morning Movers in

PLTR "Roller Coaster Ride" Can Continue, A.I. CapEx Double Edged Sword

PLTR "Roller Coaster Ride" Can Continue, A.I. CapEx Double Edged Sword

Frances Stacy says she remains "constructive" on Palantir (PLTR).

Analysts Hit META with Price Target Cut Over A.I. CapEx Spending

Analysts Hit META with Price Target Cut Over A.I. CapEx Spending

Meta Platforms (META) sold off more than 10% after earnings with investors and analysts alike sharing concerns for

Energy's Growing A.I. Ties: Mag 7 CapEx & Data Centers Accelerate Demand

Energy's Growing A.I. Ties: Mag 7 CapEx & Data Centers Accelerate Demand

A.I.