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Marta Norton argues the Fed's recent rate hike signals a potential series of increases rather than a one-and-done scenario, as the Fed fights to maintain credibility against persistent inflation. She favors AI hyperscalers for their robust valuations and diverse applications, sees potential in cybersecurity software, suggests healthcare as an AI alternative, and advises caution on energy despite its capital discipline.

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The Fed's Credibility Fight and Where to Invest Now

Schwab Network

The Fed's Credibility Fight and Where to Invest Now