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2025 Was the Year of AI Capex; 2026 is the Show Me Story

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Manage episode 520523972 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jason Blackwell gives his takeaways from this week’s volatility and warns traders that next week tends to have light volume because of the holidays. Because of this, “a little chop” is unsurprising, he says. Looking to next year, he says 2025 was all about AI capex – next year is the show me story. For the Fed December meeting, he’s expecting more dissents, and says investors will need to map out the possibilities carefully going forward.

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8987 episodes

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Manage episode 520523972 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jason Blackwell gives his takeaways from this week’s volatility and warns traders that next week tends to have light volume because of the holidays. Because of this, “a little chop” is unsurprising, he says. Looking to next year, he says 2025 was all about AI capex – next year is the show me story. For the Fed December meeting, he’s expecting more dissents, and says investors will need to map out the possibilities carefully going forward.

======== 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

  continue reading

8987 episodes

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