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Tuchman: Rate Cuts & Institutional Spending Hold Bull Case, A.I. Stays Strong
Manage episode 509516947 series 3645668
"Today is not just another day," says Peter Tuchman on the government shutdown. He's surprised markets didn't move lower in premarket hours but points to several bullish catalysts to explain why. Among them: institutional money on the sidelines and the start of an interest rate cutting cycle. As for the A.I. trade, the Einstein of Wall Street says the math checks out for the narrative to continue. He points to mega cap capex spending and Nvidia's (NVDA) "undervalued" angle he sees driving momentum.
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7844 episodes
Manage episode 509516947 series 3645668
"Today is not just another day," says Peter Tuchman on the government shutdown. He's surprised markets didn't move lower in premarket hours but points to several bullish catalysts to explain why. Among them: institutional money on the sidelines and the start of an interest rate cutting cycle. As for the A.I. trade, the Einstein of Wall Street says the math checks out for the narrative to continue. He points to mega cap capex spending and Nvidia's (NVDA) "undervalued" angle he sees driving momentum.
======== 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
7844 episodes
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