Marta Norton on AI Monetization, MSFT Earnings and Fed Risk

Marta Norton looks at a pivotal week for markets as earnings collide with the Federal Reserve’s policy decision. She says Microsoft (MSFT) sits at the center of investor scrutiny around AI monetization and cloud execution, while noting that compressed tech valuations now offer a margin of safety. Norton also discusses potential value in software, the importance of cash‑flow durability, and how any shift in Fed communication under Jerome Powell—or a future leadership change—could reintroduce volatility.

======== 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/

About Schwab Network - https://schwabnetwork.com/about

Fler avsnitt av Schwab Network