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Schwab Network

AI ROI Remains a Critical Question for Mag 7 as Investors Question CapEx

8 min30 juni 2026

Can both hyperscaler and chipmaker stocks rally together? That's the question Charles Schwab's Nathan Peterson poses to investors, as he explains the role ROI has in both corners of the tech space. "Something's got to give" when it comes to profits, as Nate points out the underperformance in the Mag 7 as a yellow flag warning of tentative headwinds.


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