EPISODE · Jun 30, 2026 · 7 MIN
AI ROI Remains a Critical Question for Mag 7 as Investors Question CapEx
from Schwab Network · host Schwab Network
Can both hyperscaler and chipmaker stocks rally together? That's the question Charles Schwab's Nathan Peterson poses to investors, as he explains the role ROI has in both corners of the tech space. "Something's got to give" when it comes to profits, as Nate points out the underperformance in the Mag 7 as a yellow flag warning of tentative headwinds. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
What this episode covers
Can both hyperscaler and chipmaker stocks rally together? That's the question Charles Schwab's Nathan Peterson poses to investors, as he explains the role ROI has in both corners of the tech space. "Something's got to give" when it comes to profits, as Nate points out the underperformance in the Mag 7 as a yellow flag warning of tentative headwinds. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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AI ROI Remains a Critical Question for Mag 7 as Investors Question CapEx
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