15:I[66739,["/_next/static/chunks/0_jglizaxuvid.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/00yc4h63rurg4.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/01b21njbdx~~m.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/14s118kzsmuz9.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/0g9_wl34k-6l4.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/0~r4f.cjjsl~b.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx"],"default"] 17:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_3DD9m2VJCfF4backj8XFu57cygkx"],"IconMark"] 16:T51b,

David Nelson says AI debt concerns are driving investors toward stronger balance sheets, favoring Alphabet (GOOGL) and Nvidia (NVDA) while also finding value in consumer staples and healthcare. He warns global deficits and inflation could keep bond yields elevated, while midterm concerns around AI infrastructure could continue pressuring tech.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse

Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

About Schwab Network: https://schwabnetwork.com/about

Why GOOGL and NVDA Stand Out as AI Risks Grow

Schwab Network

Why GOOGL and NVDA Stand Out as AI Risks Grow