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Jeffrey Small discusses the macroeconomic outlook ahead of the jobs report, arguing that strong AI spending is being overshadowed by stretched valuations and higher rates. He highlights opportunities in long-term capital spending trends and cash-generating financials, pointing to Nvidia (NVDA), GE Aerospace (GE) and JPMorgan Chase (JPM) as names positioned to benefit.

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Why NVDA, GE and JPM Stand Out as Easy Money Disappears

Schwab Network

Why NVDA, GE and JPM Stand Out as Easy Money Disappears