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Aadil Zaman explains why he's taking a contrarian overweight position in financial stocks, pointing to a healthy U.S. economy, resilient consumers, and continued AI-driven investment. He also breaks down the AI ecosystem into winners, enablers, and beneficiaries, arguing that investors may find the greatest opportunities beyond the most obvious names.

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Bullish on Banks, Bullish on AI: Aadil Zaman’s Market Playbook

Schwab Network

Bullish on Banks, Bullish on AI: Aadil Zaman’s Market Playbook