AI vs. Reality: Ted Thatcher on Markets, GOOGL, and Rising Risks

Ted Thatcher says the S&P 500 (SPX) rally is backed by strong earnings, not just AI-driven optimism, with Alphabet (GOOGL) standing out on fundamentals. He warns that elevated yields, rising energy prices, and consumer pressure could test markets, while also assessing the long-term outlook for Nvidia (NVDA), Advanced Micro Devices (AMD), and Micron (MU).======== 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