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Jason Stephens discusses the outlook for stocks as higher rates, oil and inflation fuel near-term volatility. He remains bullish over the next 12 to 18 months, highlighting AI-driven growth and opportunities in financials, industrials and health care, while Broadcom (AVGO) and Oracle (ORCL) illustrate the massive investment flowing into AI.

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AI Optimism Meets Higher Rates and Oil Volatility

Schwab Network

AI Optimism Meets Higher Rates and Oil Volatility