Joe Tigay walks us through his Big 3 picks tied to the AI buildout. He points to Alphabet (GOOGL) as a company monetizing AI in multiple ways, highlights Amazon (AMZN) expanding its robotics capabilities, and calls Vertiv (VRT) a vital AI infrastructure company. Charles Schwab&#x27;s Kevin Horner takes us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. 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/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Big 3: GOOGL, AMZN, VRT

Schwab Network

Welcome back to Trading 360. I'm Marlee Caden. It's time for the Big 3. We've got three stocks for you and three charts today. Kevin Horner taking us through the technicals, here to take us through his picks today. Joe Teague, Portfolio Manager of the Rational Equity Armor Fund. Great to have you both on. Joe, let's kick it off with you. I mean, what a day we have ahead of us here. We are starting it off with a down day here. We've got oil higher. We've got the 10-year ticking higher as well.

But we are waiting on the FOMC and then hearing from a few familiar names after the market closes. Yeah, thanks for having me. Happy Fedness Day. It is going to be an interesting day. A lot to watch here. Just as a participant, you know, there's geopolitical stuff going on too in the backdrop.

So it's an action-filled day and it's important to just keep our eye on the price. Just looking at the big picture, maybe there's some pressures right now. But will this persist long term? I guess that's to be seen. But I'm more optimistic about the longer term picture than maybe the market is right at this very second.

All right. So then let's dive into your big three here because your first name we've already heard from. It's Alphabet. They had great numbers. They had good guidance. We still saw a negative reaction to that CapEx number for Alphabet. Trading slightly higher now, but, you know, momentum not on the side of this name. It's made their year-to-date gains less than 7% with the move to the downside that we saw post-earnings. How are you looking at Alphabet right now, Joe?

The Big 3: GOOGL, AMZN, VRT

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Big 3: GOOGL, AMZN, VRT

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.