Market videos

Schwab Network’s guest argues that oil can pressure AI stocks through inflation, rate expectations and financing costs, using $105 oil as the example. He distinguishes diversified businesses with stronger investment returns from weaker firms exposed to higher capital costs. He cites private domestic demand growth of 4.9% versus headline GDP growth of 3.4% as evidence of economic strength. On midterms, he reports positive equity returns in all 13 historical six-month post-election periods studied, while stressing that past performance does not guarantee future results.