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TGT, LOW, TJX and the Market's Biggest AI Questions

8 min19 augusti 2026

David Busch, CIO at Trajan Wealth, discusses signs of a slowing economy and a growing divide among consumers, highlighted by results from Target (TGT), Lowe's (LOW) and TJX Companies (TJX). He outlines opportunities tied to AI infrastructure and monetization, while pointing to the Fed minutes, Jackson Hole and Nvidia (NVDA) earnings as key market catalysts.


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