Market videos

Andrew Arons tells Schwab Network he still expects a year-end rebound, arguing that earnings prospects have changed less than prices. He favours Reddit’s AI data-licensing business, citing 50 million daily active users; Micron’s longer-term chip demand; and Caterpillar’s AI infrastructure exposure and $78 billion order backlog. He says he would not be surprised by a same-day bounce and describes a quick recovery of roughly 50% of the selloff as typical of emotional markets. These are his expectations, not observed recoveries.