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Schwab Network

The Big 3: GEV, IBM, MSFT

17 min23 juni 2026

Jessica Inskip returns to the Big 3 and offers a glimpse into stocks she sees as beneficiaries in the AI trade. She points to GE Vernova (GEV) as a key player in the data center buildout with a higher margin compared to competitors. Jessica names IBM Corp. (IBM) as a strong multi-faceted tech company and sees Microsoft (MSFT) as an opportunity due to its backlog and expanding AI endeavors. Rick Ducat backs Jessica's insights with a look into key support and resistance areas to watch.


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