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Steven E. Orr explains why investors should focus on out-of-favor companies with strong fundamentals, highlighting Microsoft (MSFT) as a potential rebound candidate. He also shares his views on the AI race, sets an ambitious target for GE Aerospace (GE), and identifies Palo Alto Networks (PANW) as a top cybersecurity play amid growing digital security demand.

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MSFT, GE, PANW: Finding Value in a Stock Picker's Market

Schwab Network

MSFT, GE, PANW: Finding Value in a Stock Picker's Market