Why Megacaps are Still Attractive & March Will be a ‘Tougher Stretch’

Christopher Davis thinks March will be a “tougher stretch” than the last two months, citing geopolitical tensions among other reasons. He examines market rotation and investor reactions to this earnings season. He argues AI capex will ultimately pay off, but the market is still questioning the narrative. Christopher likes megacaps such as Apple (AAPL), Microsoft (MSFT), and Alphabet (GOOGL) but thinks investors should wait on software companies unless they have big news. He also highlights Corning (GLW) and Berkshire Hathaway (BRK/B).

======== 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