Tim Nyland Sees Deeper Mag 7 Bull Run, Just Mind AI CapEx & Macro Woes

Tim Nyland weighs macro risks he sees forming on the horizon after the Fed raised interest rates in its September meeting, from crude oil's elevated prices to an AI spending boom pressuring earnings. He adds that the hyperscalers are competing with the Treasury as the 10-year yield hovers near 5%.

Source: Schwab Network

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Category General

Source Schwab Network

Published 3 days ago

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News ID #18,906

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